Question 1

Are you an insured business and do you guarantee your work?

Accepted Answer

We have Public Liability ad Professional Indemnity insurance. We guarantee our work and deliver what we say we promise. We turn up on time and answer our calls/emails within 2 hours.

Question 2

How did you decide to get into your line of work?

Accepted Answer

Love numbers, technology and like working with data and details more than with ideas. I like helping people in making financial decisions especially dealing with businesses. I enjoy work that includes practical, hands-on problems and solutions.

Question 3

Do you have a favourite customer story you would like to share?

Accepted Answer

Tom runs his own marketing agency and while it was successful, he felt that he typically be spending about 12 hours a month on bookkeeping. The more business generates revenue -more devoted time to bookkeeping and tax tasks. Since engaging with us Tom now able to focus more on growing his business

Question 4

What do you like most about your job?

Accepted Answer

The interactions with people and that I can be closely involved with a wide range of people. The diversity of this role makes it a great choice for all types of personalities

Question 5

What questions should a customer ask to hire the right service professional?

Accepted Answer

“What is the most rewarding part of your profession and how you can help contribute to sucesses of your clients"

Question 6

What questions do customers commonly ask and how would you answer them?

Accepted Answer

Are you Local? Our Franchisees are based in Melbourne only a few kilometers away. We do not send our work to cheap overseas processing centers. What software do you recommend? We are familiar with all of the popular Accounting programs and would be able to advise the best fit based on your business

Question 7

What makes you the most reliable and trustworthy person for the job?

Accepted Answer

We conform to the culture of customer service. We also conform to the professional standards of our Associations, AAT (Association of Accounting Techincians Australia), AATA and are bound by the code of conduct as Tax and BAS Agents set by the Tax Practitioners Board

Question 8

Why should a customer hire you over another service provider?

Accepted Answer

Guaranteed customer service and work is done locally in Australia, therefore you can trust to provide the highest quality service with accounting and software expertise.

Question 9

What are the typical things that you need to know before you can provide a quote to a customer?

Accepted Answer

What is the nature of their business or personal situation. What are the main sources of income and how many bank accounts/credit cards do you operate. Are you organised or is everything in a plastic bag?

Question 10

How can a customer save money before you start the work? Please give 3 tips

Accepted Answer

Make sure you have original documents for any transaction over $75 and sort them in date order, have your bank statements ready and in order and separate your business an private transactions.

Question 11

Are there any special offers you would like to offer to Oneflare customers?

Accepted Answer

50% off on fees for the first 2 months on bookkeeping , payroll, and 50% off on fees for software setting up

Question 12

What makes your pricing competitive?

Accepted Answer

Our prices are very competitive and at the same time provide the high quality of the work . Money Tree Tax & Financial Services Pty Ltd work to a standard that we can guarantee you will be more than satisfied with the end result.

Question 13

How do you normally charge for your service?

Accepted Answer

We will initially provide a free consultation to make sure we can meet your needs and that you are comfortable with our service. We can quote an initial hourly rate or offer you with a budget package combined of bookkeeping and/or accounts payable and/or payroll and tax return & Advisory so that there are no surprises.

Question 14

Is there a particular aspect of your trade or industry that you specialise in?

Accepted Answer

We are experts in using cloud accounting like XERO , MYOB and QuickBooks and can assist in setting up and maintaining your accounting software so that your bank account reconciles each month and your BAS return and Tax return can be lodged with ease.

Question 15

What experience, skills, qualifications or training do you have to make you the right person for the job?

Accepted Answer

We are members of the Institute of Certified Bookkeepers and partners with the major accounting software providers - MYOB, Xero, QuickBooks and Saasu. We have over 30 years' experience in accounting and tax and hold registration with the Tax Practitioners Board as BAS and Tax agents.

Money Tree TAX & FINANCIAL SERVICES

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