WM Approach

Step 1

Initial Meeting

Meet clients to discuss their current situation and their future plan, advice on their business structure and get a good understanding of you

Step 2

Business Package

A transparent package of services tailored to you and/or your business to meet your plan and goals will be sent via email with a fix quote.

Step 3

Ease of Engagement

Once the business package is accepted, an engagement letter is delivered to your smartphone to be signed and will automatically returned to us once you signed. We will deal with all the matters and procedures of switching to us from your previous accountant

Step 4

Regular Communication

We send you regular email notifications clearly outlining the business information required, which you can drop into the office or upload it from home or work. We keep track and notify you by email or phone of all due dates, issues, milestones and business improvement opportunities.

Step 5

Business Review

One of our senior specialists will make a time to talk to you every three to six months for a review, to monitor progress towards your long-term business goals and analyses challenges and opportunities.