Complimentary Client Review Meeting
A no-cost opportunity to pause, reflect, and refocus your business strategy with expert support.
Running a business often means juggling a hundred things at once, and it’s easy to lose sight of your long-term goals.
Our Complimentary Client Review Meeting is designed to give you the space and support to step back, reflect, and plan your next move.
Why We Offer This Service
Taking time out to work on your business—not just in it—is critical for long-term success. This session gives you the chance to focus on your big-picture goals, explore new strategies, and ensure we’re giving you the right level of support.
A Complimentary Client Review Meeting allows us to:
Talk through your business goals and the steps you're taking to achieve them
Discuss how those goals align with your personal and lifestyle priorities
Identify current challenges, such as growth, cashflow, or succession planning
Explore ways we can support you through expert advice, strategies, and services
Who Should Book This Meeting?
If you're looking to improve performance, increase financial results, or reduce risk in your business, this review is for you. We’re not just here for tax and compliance, we’re here to support your broader goals.
This meeting also gives us a chance to check in and ensure that:
You're getting all the support you need
You're aware of services or strategies that may benefit your business
We’re aligned on helping you protect your assets and improve efficiency
What to Expect
Your Complimentary Client Review includes:
A 60-minute session with a senior team member
A discussion of your business and lifestyle goals
A review of any pressing issues or upcoming opportunities
Meeting Minutes documenting the discussion and agreed actions
A follow-up proposal (if needed) with upfront pricing for any additional support identified
Key Benefits of This Meeting
Here’s what you’ll gain from your Complimentary Client Review:
A clear conversation about your business and lifestyle goals
Clarity on the actions needed to move forward
Strategic discussions on the future direction of your business and investments
Identification of key challenges and opportunities
A stronger understanding of your business’s current position
Access to the collective expertise of our team
A review of your business structure to ensure it’s still fit for purpose
Potential tax efficiencies to explore
Greater awareness of how we can better support you
When Should You Book?
We recommend booking this session after your financial statements are completed, but you’re welcome to reach out at any time.
📞 Call us now on 04 974 4455 to book your Complimentary Client Review Meeting, or fill up our contact form.
What our clients say
“Dylan is one of the best accountants I've worked with. He makes a point of explaining things as plainly as possible to those of us who don't understand accounting speak. He has a solid knowledge of best practices in the industry, but most importantly he will always recommend what is most suitable for your specific business. I will continue to recommend Dylan and Affinity Accounting to my clients when they are looking for an accountant.”
-Jay Brooker