Complimentary Client Review

We’re here to make a real difference to our clients..

A CCR stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you can respond effectively.

A CCR meeting is an ideal opportunity for you to meet with us on a no charge, no obligation basis to discuss any of the following:

  • Your goals for your business and how you plan to achieve them.
  • How your business goals tie in with your personal and lifestyle goals.
  • Issues and challenges you are facing in your business e.g. growth, profitability, cashflow, a planned exit from or sale of your business.
  • How you can work with us to address these issues and plans.

Benefits of a Client Review

When should you get a review?

We have set aside time for this meeting to happen after your financial statements have been completed.

Of course you don’t have to wait until then; you can contact us any time to set up the meeting, or we will offer it to you once we have completed your annual accounts

Our commitment to you is that we will meet with you at least once per year on a no charge basis. We have set aside time for this meeting to happen after your financial statements have been completed. Of course you don’t have to wait until then; you can contact us any time to set up the meeting, or we will offer it to you once we have completed your annual accounts.

  • Gives you a chance to review and set the direction of the business
  • Eliminates procrastination with the facilitated session
  • Helps you to find common goals amongst a number of owners (if applicable)
  • Identifies your key goals
  • Prioritises your goals
  • Creates strategies for you to achieve your goals
  • Identifies what you will need to achieve your goals.  This could be a combination of marketing, training, performance management, increased resourcing and cost cutting
  • Sets timeframes for achieving goals and therefore provides accountability
  • Provides a tool to communicate your business goals and vision with your team
  • Divides your goals into short term and long term – Quick Wins vs. Key Projects
  • Provides you with a template to review actual performance against targets
  • Provides you with a platform to develop Financial Forecasts
  • Gives you a basis for you to set team members’ individual goals/targets

About Our Client Review

If you are keen to improve your business performance and financial results and minimise any risk in your investments then you should book this complimentary meeting. We firmly believe that we can help you more AND we want to do this!

By having a Complimentary Client Review meeting you have access to us to discuss and review your current situation at no cost to you. It is an opportunity for us to check in with you that we are giving you all of the assistance that you need. For example, would you like to know more about our strategies to help you grow and protect your assets? Would you like help with improving your efficiency and effectiveness?

What is Involved?

You will have a free sixty minute consultation with a senior team member, reviewing your current situation, and discussing how we can support you in the most appropriate way. We will send you a copy of the meeting minutes and document all agreed actions.

If required we will also prepare a proposal for you including upfront prices of our services for any additional support work that we identified during the meeting.


Complimentary Client Review

Call us today to book in a Complimentary Client Review meeting – Phone 0800 758 766.

Complimentary Client Review Enquiry

    Fill out this form or call us now on 0800 758 766 to discuss this service.

    Proven expertise across all areas of your business

    What our client say

    • We worked with Giles to create an Organisational Structure to allow us to step back from the day to day business operations and focus on strategy and governance.  This identified the need for a CEO and Giles was able to help with all aspects of the CEO recruitment process. His corporate skills and experience were instrumental in ensuring a successful outcome.

      Peter Medforth
    • Giles at GECA Chartered Accountants did a business plan workshop for me earlier this year. It was incredibly helpful and really helped me focus on what I wanted to achieve. Giles helped me see the steps I needed to take to get these goals. I strongly recommend using his services!

      Matthew Summer
    • We were unaware of the GST implications of renting through AirBnB and that this could impact out family home – Giles was able to provide timely advice that meant we avoided this issue which could have proved very costly to us. Thanks, Giles!

      Rose Maharaj
      AirBnB Operator
    • Last year we began renting several properties through AirBnB. The GECA team provided helpful advice through out the setup process and we now have one of their PlusOne packages to take care of our accounting and taxation requirements. And they are a fun too – not often you can say that about accountants!

      Ian McKay
      AirBnB Operator
    • During my Organisational Review by Giles Ellis at GECA Chartered Accountants we found it was great to understand  the need for effective organisational structure to free up my time. I have found our meetings with Giles helpful to get an independent view of the business and re-emphasise the need for systems.

      Mike Smith
    • I recently attended my annual complimentary meeting with Giles at GECA Chartered Accountants and  I found it was good to compare what has been achieved from the prior year and this helps to refocus my attention on the bigger picture.

      Dave Andrews
    • Giles Ellis and the team at GECA Chartered Accountants helped to crystalise my thinking around short to medium goals, provide clarity around strategy and made me more aware of the Heath & Safety risks.

      Chris Rupe
    • GECA Chartered Accountants helped me understand the need for proper planning, understand the Health and Safety risk and gave me the opportunity to consider what we should be doing, implement corporate discipline.

      Margette Campbell

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