FAQ

My current accountant doesn’t help me with my business, what can you offer to help me grow?

Isn’t accounting and business advice expensive?

My accountant is difficult to get hold of, how accessible are you?

My company is too large for your firm to handle.

My current accountant really knows my business and my history. If I change how long will it take to become familiar with my business?

Can you work with my current financial advisor?

Changing accountants is a painful process?

I have a one-man band accountant – I don’t need to change.

You don’t understand my industry.

Why do I need a professional accountant or business advisor?

What information do I need to bring with me to our appointment?

 


Can you help my business grow?
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.


Isn’t accounting and business advice expensive?
Costs will always depend on your individual requirements. At SRJ Walker Wayland 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.

 


My accountant is difficult to get hold of, how accessible are you?

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.

 


My company is too large for your firm to handle

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)

 


How long will you take to become familiar with my business?

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.

 


Can you work with my current financial advisor?

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 a painful process

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

 


I have a one-man band accountant – I don’t need to change

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.

 


You don’t understand my industry

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:

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.

 


Why do I need a professional accountant or business advisor?

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.

 


What information do I need to bring with me to our appointment?

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