Engagement process
Our accountants and advisors work closely with our clients across a proven and transparent process:
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Initial appointment
First, let’s chat. Tribel Accountant’s leadership, Peter Scolari and Phil Comerford, are available for a free appointment to discuss your specific needs and requirements. Our initial consultation will determine which services and solutions you can utilise to address your immediate needs and considerations for the longer term. In-person or via teleconference, this is our chance to get to know you.
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Our proposal to you
Once we have determined your needs, we will provide you with a comprehensive and detailed proposal. Our approach will include fixed-price options for discussion to ensure we can service all your taxation and advisory requirements. We also have a range of flexible payment options to suit your circumstances or business, including a 10% discount for prepayment. -
Making it happen
Once you decide to proceed with the proposal and the signing is complete, there is no time to waste. Once signed and returned, we will proactively schedule work to get underway.
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Keeping in regular contact
We meet with many of our clients annually, quarterly or monthly to measure progress, ensure we’re on track, and provide recommendations on adjustments where needed. We’re here to help and go on the journey with you.