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This Week: GDM | New Accountant

Posted by G. Dean McKinnon on 12 August 2013

One of my long-term clients (who is also now a Total Service Client) was having some major issues (services and increasing costs) with their existing accountant, and they needed to make a change.

As they are a Total Service Client, I had all of their relecant information, and I was able to introduce them to a new accountant, who acts for a number of our other clients.

Today I met with the client and their new accountant and we presented a summary of all of the client (numerous) entities and legal structures, which I was able to prepare for the client, before the meeting. By providing all of the relevant information to the new accountant we are able to reduce the accounting costs, as the new accountant doesn't have to spend time collecting data, documents etc.

I'm looking forward to getting our client's accounting and taxation systems under control, implementing a coherent taxation strategy, and saving them some time and fees!

Author:G. Dean McKinnon
Tags:Why Dean is a LegendTax

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McKinnon Financial Planning Pty Ltd ABN 74 155 233 784 Australian Financial Services Licence 417488 | McKinnon Financial Services Pty Ltd ABN 82 056 817 648 Australian Credit Licence 392173 | General Advice Warning: Information contained in the pages of this website is of a general nature only and has not taken into account your particular circumstances. You should consider whether any strategies and or investments mentioned in this website are suitable for you and seek personal advice from a licenced investment adviser before making any investment decision.
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