Question 1

Are you an insured business and do you guarantee your work?

Accepted Answer

Source Accounting Australia holds all the required licences and professional indemnity insurance as well as registrations with our professional body, the Institute of Chartered Accountants, ASIC and the Tax Agents Board.

Question 2

What do you like most about your job?

Accepted Answer

I just love dealing with SMSF Trustees and watching their SMSF grow from initial stages to retirement stage.  We are in the business of building relationships and are happy to assist anyone anytime.

Question 3

What questions do customers commonly ask and how would you answer them?

Accepted Answer

Most clients just want a good quality service for a reasonable fee and know that they are getting the right service from a fully qualified accountant.  They often request quotes upfront and we are happy to provide this anytime.

Question 4

What makes you the most reliable and trustworthy person for the job?

Accepted Answer

We are a small, boutique firm and honesty is our policy.  We interact with our clients daily and are on call and readily accessible as and when they need our input.

Question 5

Why should a customer hire you over another service provider?

Accepted Answer

We are a boutique Chartered Accounting Firm offering a personalised service, with all the meetings, emails and telephone calls you need included in our package fee. We provide quotes upfront on request so that there are no surprises.  We specialise in Self-Managed Superannuation Funds.

Question 6

What are the typical things that you need to know before you can provide a quote to a customer?

Accepted Answer

We simply review the latest financial statements for your SMSF in order to provide you with a detailed quote.  In addition, we ask a few questions about changes that have impacted on your SMSF since your last financial statements were prepared.

Question 7

How can a customer save money before you start the work? Please give 3 tips

Accepted Answer

To keep costs down, we simply provide you with access to our checklist which you can use to compile your information. If you follow our checklist, you will save on your SMSF Annual Compliance Fee.

Question 8

Are there any special offers you would like to offer to Oneflare customers?

Accepted Answer

Join Source Accounting Australia and refer a friend and we will give you a 5% discount of your quoted fee!

Question 9

What makes your pricing competitive?

Accepted Answer

Our pricing is competitive because we charge fixed fees and include all the face to face meetings, telephone calls and emails as and when you need our input.  Most online firms charge similar fees but do not allow you to access a real Accountant or the investments they allow are restrictive.

Question 10

How do you normally charge for your service?

Accepted Answer

Our SMSF Compliance Packages start from just $990 including GST for the preparation of Financial Statements and Tax Return plus the Audit fee.

Question 11

Is there a particular aspect of your trade or industry that you specialise in?

Accepted Answer

We specialise in Self-Managed Superannuation Funds from initial establishment, to day to day management and the eventual windup. We are your SMSF Partner and are in the business of developing relationships that will last a lifetime.

Question 12

What experience, skills, qualifications or training do you have to make you the right person for the job?

Accepted Answer

Our Managing Director, Voulla Flaskos, is a Specialist SMSF Adviser, Registered SMSF Auditor, Chartered Accountant and Registered Tax Agent with over 16 years experience assisting Trustees with their SMSF's.

Source Accounting Australia

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