Frequently Asked Questions

Our initial discussion is free of charge, unless previously advised.  We’ll talk about your objectives, and discuss how we can help you meet them.  You can ask any questions and decide if you feel comfortable proceeding.

At that meeting, we will discuss our fee schedule based on your individual needs and situation.

We understand there is more to you and your business than financial statements, so our team of accounting and financial professionals provides you with integrated, holistic and cohesive advice that makes commercial sense.
Once your basic accounting is in order, we can make further recommendations to maximize your business position.  This could include:

• business performance analysis to determine your current status
• structuring your business ownership to minimize your tax liabilities, and reduce risk to personal assets
• strategic planning, advice and strategy execution
• business coaching and mentoring for growth

Please click here to view the other services we can provide.

Costs will always depend on your individual requirements.  At Ascenta we focus on adding value to our clients that make the costs an investment in your business.

Many clients tell us that our fees are great value when compared to the tax savings that we have identified, or the growth that they have achieved in their business.  In all cases, our initial discussion is free of change, and we’re happy to discuss our fees with you before any costs are incurred, so you can manage your budget.

We aim to be accessible to you whenever you need, and we will assign a team of three professionals to your account who will take responsibility for your ongoing contact.

Your Relationship Manager will be one of our Senior Advisors and they will be supported by one of our Directors and an Accountant who will be available in the event that your Relationship Manager is not.

We have developed Service Standards which guide our interactions with you.  Please view them here.

We disagree!  We have assisted clients with turnovers ranging from $20million, right down to $2million.  Many of our clients are smaller, but we are working together to help them grow.  Please click here to view what our clients have to say about us (link to client testimonial page)

We can work with you to obtain all the necessary records and documentation from your current accountant, which would give us an excellent picture of your business.

Depending on the issues you’re experiencing, occasionally the process can be difficult, but we can promise that our professionals will work with you to minimize the trauma as much as possible.

And remember that once all the issues are resolved, you will be in a much stronger position moving towards the future.

Minimizing your tax liabilities can affect other areas such as superannuation and cash flow, so it’s very important that all your financial matters are taken into account.

To answer this question fully, we would need to discuss your individual circumstances before recommending any action.

Please click here to request an appointment with one of our professionals.  Our first conversation is free, so you have everything to gain and nothing to lose.

Yes!  We happily work with a variety of financial professionals on behalf of our clients.  We also have relationships with specialist advisors in many fields. We can even refer you to them if the need arises and you don’t have an existing relationship.

Changing accountants is rarely as difficult as you might imagine.  Depending on the issues you’re experiencing, occasionally the process can be difficult, but we can promise that our professionals will work with you to minimize the trauma as much as possible.

And remember that once all the issues are resolved, you will be in a much stronger position moving towards the future.

If you’re happy with your current arrangements, then a change may not be the right thing for you.
However, if you’re tired of:

• An annual, transactional relationship where you don’t receive any ongoing assistance with improving your business
• Putting up with sub-standard customer service
• Never being able to contact your advisor when you need to
• Not receiving advice or explanation about how the numbers have been calculated

Then phone us today, and experience the difference of working with a skilled and friendly team of professionals who want you to achieve your goals.

We have a long history of working for clients in many different industries, so we are very experienced in quickly adjusting to accommodate any necessary changes. 
All of our advisors are either qualified, or studying to become qualified in the standards relevant to their specific role. 
For Accountants this is:

• CA (Chartered Accountant),
• or CPA (Certified Practicing Accountant).

For Financial Advisors this is:

• CFP (Certified Financial Planner). 

Our team pages give details of each team member’s education background – please click here to see.

All our team members are dedicated to understanding people, their businesses and their circumstances in order to provide advice that makes commercial sense.

Our team of professionals offers expert, specialist support to help you get the most out of your circumstances.  Let us worry about your finances and tax, while you focus on your business.

This depends on the type of advice you require.  Your advisor will tell you what information is needed, but generally this could include:

• Current year to date Profit and Loss Statement and Balance Sheet from your book keeping software
• The last completed Financial Statements and Tax Returns from your previous accountant
• Your last set of Key Performance Indicators measured
• Your last company audit statement