What can you expect from Financially Sorted

  • To hold all personal, business, taxation, finance information etc., about you and yours in the strictest of confidence, and
  • To notify you of any correspondence received from the ATO, ASIC or other reporting agencies on your or any associated entities behalf within 48 hours of receiving it, and
  • To return calls, emails and requests for information from you within 24 hours of receiving it, and
  • To notify you of any unexpected issues that may arise which may vary any quotation and discuss with you the options available to you and any additional costs, and
  • To advise you of when you will have the work finalised and presented to you, and
  • To discuss the progress of your business or your personal affairs and advise you of any recommendations thereon, and
  • To always look out for your best interest by ensuring that all your personal and business affairs are addressed and taken care of, and
  • We constantly raise the bar as we lead the accounting profession, and
  • Clients will be totally delighted with what we do, how we do it and we will always maintain positive relationships, and
  • We greet and farewell everyone by name with eye contact and with a smile, and
  • If at fault, we will apologise and make restitution, and
  • We demonstrate a positive ‘can do’ attitude always, and
  • We focus on solutions to clients’ challenges, and
  • We are creative and innovative in our approach to helping our clients succeed, and
  • We always act with integrity and respect and use empowering conversation.

Expectations of you as our client and our standards

  • Our team of accountants will not start a job until ALL necessary papers for that work have been received, and
  • As we offer expert, timely, courteous service by our staff, we expect our clients to do the same, by giving us any relevant requested information in a timely manner and by addressing our staff in a polite, courteous and professional manner always, and
  • To present all records provided to us to the best of your ability, and
  • To notify us of any issues, discrepancies or grievances you may have as soon as they arise so that we have a chance to rectify them immediately, and
  • To pay our fees within or before our payment terms, and
  • To provide us with the source records and documents needed to enable us to meet ATO and other governing bodies deadlines in an efficient, stress free and timely manner.