Question 1

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

Accepted Answer

I am a Chartered Accountant and Tax Agent with a public practice certificate.  I will provide high quality work and work with clients if their are any items requiring change.

Question 2

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

Accepted Answer

I really was always interested in how small business worked as I worked for a very astute business owner when I was in my teens.  It really gave me the passion to work with small business clients and I love when I hear their successes.

Question 3

What do you like most about your job?

Accepted Answer

I like being able to educate clients not only on their tax obligations but using systems and software to grow their small businesses.

Question 4

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

Accepted Answer

What are your professional associations/qualifications?  How much experience do you have and do you have experience in dealing with clients with my specific criteria.

Question 5

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

Accepted Answer

Customers often ask what is our process.  We like to meet clients in an initial meeting to collect information and to make sure we are the right fit.  From there we will quote if possible and then once the quote is accepted and the engagement letter is signed we will start work.  From there we would expect if all records were provided in a timely fashion to finish individuals returns within a week and small businesses within 4 weeks.

Question 6

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

Accepted Answer

Our founder Stephen Brake is a Chartered Accountant with over 10 years of experience.  This professional recognition means that we have to uphold the standards of being a Chartered Accountant Firm.  We are also tax agents which carries commitments of the tax agent board.

Question 7

Why should a customer hire you over another service provider?

Accepted Answer

Whilst we love providing the best tax outcomes for clients our service will always be more than just tax.  If we can provide advice or feedback on other matters such as marketing, software or strategic goals we will do so.

Question 8

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

Accepted Answer

Scope of the work.  How many deductions, rental properties, investments and any complexities that aren't normal in a tax return.  Whether the small business clients have a computer system like Xero or MYOB and fully reconcile their accounts is also essential. How quickly things need to be done.

Question 9

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

Accepted Answer

If a customer uses an accounting program like Xero or MYOB, fully reconciles the accounts and provides all relevant documents in a timely fashion when requested that definitely can save money.

Question 10

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

Accepted Answer

We at Meritous are happy to offer a free half hour meeting too any new small business clients to enable them to sit down with our consultant and work out the specifics of the job including where needed structure advice.

Question 11

What makes your pricing competitive?

Accepted Answer

We at Meritous provide value for money.  As we quote upfront there are never any surprises and we know that in the industry our prices are very competitive.  We look to build a monthly fee package for all of our small business clients to enable better cash flow management for them rather than  big fee at the end of each year.

Question 12

How do you normally charge for your service?

Accepted Answer

For all work we quote upfront and ideally we seek to develop a monthly package that encompasses all services you will require in a 12 month period.  We focus on providing value to clients so if we have you a monthly fee basis then there are no issues regarding spending extra time helping you and your business.

Question 13

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

Accepted Answer

We specialise in working with Construction and Medical clients however we do have clients in a number of different industries.

Question 14

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

Accepted Answer

The principal, Stephen Brake of Meritous Accounting & Advisory has worked in a number of mid tier firms working with small to medium size enterprises.  He has had substantial additional advisory training as well as many years of tax training in complex tax matters for small business.

Meritous Accounting & Advisory

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