The REAL value our long term clients gain from their relationship with us is the next level in planning & monitoring to help them reach their personal and business goals.
Once your day-to-day accounting tasks are running smoothly, we will partner with you to provide business advice, coaching and support as your finance needs change and your business grows.
With clear and viable financial plans in place, we will then work with you to monitor your progress and help you stay on track towards achieving your goals - from accounts to tax management and beyond. This is a role we play which, as our clients say, is so much more than “just accountants”. Some of the planning & monitoring tasks we provide include:
- Cashflow forecasting
- Strategic planning
- Management consulting
Katherine Dippie/ Rain Bar & Restaurant
“Because they know our business so well, they just know what will work and what won’t - They have an excellent understanding of what we require. Everything is always customised to our needs in a practical way. I’m not technically trained so to have them able to explain technical details in a non-technical way is particularly helpful.”
Mark Decke/ Scrapman BOP
“It is often hard to get used to a new system and I found that the team at REAL Chartered Accountants were extremely helpful in the implementation of Xero into our company. We have found that the system works very well for us and they were instrumental in making this an easy transition.”
Rachelle Duffy/ Little Big Events
“REAL CA is an amazing company with amazing people. They aren’t just accountants for us, they very much understand our business and take the time to understand us. I can’t thank them enough for the services that they gave to both myself and my husband when they coached us through some really tough economic times. We wouldn’t have been able to do it without their help.”