Question 1

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

Accepted Answer

We are fully insured and guarantee the work performed.  As a CPA Practice, we are bound by professional standards of our occupation, as well as subject to supervision by the ATO, ASIC and the Government.

Question 2

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

Accepted Answer

The last 15 years, I have worked for high net worth individuals and families in Queensland in helping them build wealth through businesses and property.  I wanted to utilise these skills to help small business and individuals to do the same.

Question 3

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

Accepted Answer

I had a potential client come to me to enquire about submitting 6 years of tax returns as they had got behind on their paperwork initially and then got even harder to complete. I spent the time to work through all the documentation and managed to secure the client a refund in excess of $12,000 and bring their tax up to date.

Question 4

What do you like most about your job?

Accepted Answer

I enjoy building long term relationships with clients and helping them protect, but mostly build wealth.  My job allows me to follow my passion for finance and helping people navigate through the complexity.

Question 5

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

Accepted Answer

1. What do you specialise in? 2. What makes you different to other accountants? 3. How do you calculate your fees?  4. What is your service proposition, especially around promptness?

Question 6

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

Accepted Answer

Q1. Should I set up a Self Managed Superannuation Fund Answer: If you have sufficient funds (I recommend at least $250,000) and you wish to take control of where your money is invested, then yes you should consider this.  Q2. Should I set up a company or a family trust for investment purposes instead of invest under my own name? Answer: This is a difficult as it depends on your circumstance. Generally, a company is best where you potentially have liabilities that you want quarantined in a separate legal entity. Also, generally, a family trust is good where you wish to distribute profit to different and various people each year to help minimise tax.

Question 7

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

Accepted Answer

I am highly qualified, a have 18 years of industry experience. I am also the Founding Partner of Liberate, and wish to build long term relationships with clients which can only be done by providing superior customer service.

Question 8

Why should a customer hire you over another service provider?

Accepted Answer

We are a small boutique team and business practice is to have Partners deal directly with clients and undertake the work.  This ensures work is always performed at a high level and costs are minimised, and passed on to the client.

Question 9

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

Accepted Answer

1. Type of work required. 2. Number of transactions involved, or estimate of 3. Time when job completion is required. 4. Any complexities they are aware of.

Question 10

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

Accepted Answer

1. Keep all your receipts organised; 2. Use your smartphone to photo/scan your receipts as you get them (in case you lose them). You can also send these to your accountant. 3. Provide last years tax returns.

Question 11

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

Accepted Answer

The special offer to Oneflare customers is a free Property Evaluation Report, valued at $29.95 that provides up to date listing of sales, listings and sold properties surrounding your property.

Question 12

What makes your pricing competitive?

Accepted Answer

We started Liberate to ensure we were not burdened by the legacy systems or processes of old accounting firms. This has allowed us to utilise techology and limited fixed costs, which results in saving for our clients.

Question 13

How do you normally charge for your service?

Accepted Answer

In most circumstances, we provide a fixed fee for service based on the estimated time it will take to complete. Where this cannot be done, we communicate regularly with the client to ensure approval is sought before additional work is undertaken.

Question 14

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

Accepted Answer

Tony, Founding Partner, specialises in all aspects of property.  Property investment and property development, both on small and larger scale.  Johnny, Partner, specialises in online businesses and assisting them both set up online and improve business processes.

Question 15

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

Accepted Answer

As Founding Partner, Tony has accumulated a wealth of experience working with some of Queensland's wealthiest individuals and families such as Clive Palmer. Tony is highly experienced and holds qualifications across Finance and Real Estate including: - Certified Practicing Accountant (CPA) - Graduate member of the Australian Institute of Company Directors (AICD) - Diploma of Financial Planning - Full Real Estate Principal License (REIQ)

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