This business provides a range of services to support small business owners with their financial management needs. The website mentions accounting and bookkeeping services, which suggests that the business can help with tasks such as financial statement preparation, budgeting, and financial planning. However, a review from a former client raises concerns about the business's sales tactics and the quality of their work, which may be a concern for potential clients. The business appears to offer services that can help small business owners manage their finances and make informed decisions, but it is essential to carefully evaluate their services and reputation before engaging with them. The business's website also mentions wealth coaching and financial planning services, which may be of interest to small business owners looking for more comprehensive financial guidance.
The business offers accounting and bookkeeping services, which may include tasks such as financial statement preparation, budgeting, and financial planning. The website mentions BAS services, which suggests that the business can help with business activity statements and other tax-related tasks. The business may also offer payroll services, accounts payable and receivable management, and other bookkeeping tasks. However, the review from a former client raises concerns about the quality of their work and the accuracy of their advice, which may be a concern for potential clients. It is essential to carefully evaluate the business's services and expertise before engaging with them.
The business's website mentions XERO, which suggests that they may use this accounting software to provide their services. However, it is not clear whether they are a certified XERO partner or have any other software certifications. The business may use other accounting software platforms, but this is not explicitly stated on their website.
The business is based in Wodonga, Victoria, and may serve the local community and surrounding areas. The website does not provide information on whether the business works remotely or on-site, but it is possible that they offer services to clients in other locations. The business may have a regional focus, but this is not explicitly stated on their website. It is likely that they serve small business owners in the local area, but may also be open to working with clients from other regions.
The review from a former client suggests that the business offers payment plans to their clients, but the details of these plans are not clear. The business may charge hourly rates or fixed fees for their services, but this is not explicitly stated on their website. It is essential to carefully evaluate the business's pricing model and engagement style before engaging with them to ensure that it meets your needs and budget.
Would not recommend this business; with deep regret, my husband and myself both sought advice from Diana for both of our businesses and moved our bookkeeping and tax across to her. We signed up for a payment plan each to cover all of our costs for the year, which was more than double what we would normally be charged for these types of services however we trusted the process after a long-winded sales pitch. Firstly we were given incorrect information discovered when we discussed this further with another accountant and our mortgage broker. Then Diana and her team completed minimal work on my accounts; I am fortunate enough to be proficient in XERO and have a background in finance, so I could see what exactly had been completed. I decided to pull the contract as I no longer trusted them to care for my company taxes. They then attempted to charge me well above the quoted contracted amount for the whole year for the few weeks that they managed my accounts and Diana attempted to charge me for things that were not completed nor relevant to my business. She even tried to charge me for BASs that I had completed before coming to her. My husband decided to stay with them until the end of the financial year to keep things neat, and he continued to pay his payment plan to cover what he was told on multiple occasions by the staff that would cover all of his tax and bookkeeping for the year. They had managed his account for roughly 9 months at this stage, as he is a new business; once he completed his tax, they then sent him an invoice for an additional $2k and told him that that was not covered in his payment plan; why a payment plan for bookkeeping and tax did not include his tax is beyond me. They refused to transfer his tax and business information to his new accountant until this was paid, which has now been settled as he felt he had no option. I do not recommend nor trust this business and believe that they prey on people with their sales tactics, make little attempt to complete any work once signed up and then charge them for anything they believe they can as long as they don't get caught.