Self Employed, Small to Medium sized Businesses, Rental Property Owners, Trusts
Business & Personal
Accounts Receivables, Accounts Payables, Bank Reconcilliations, Reporting and more…
Existing Client Bases
Residential Mortgages, Commercial Property, Vehicles
In order to expedite processing of your information, please feel free to fill in our Confidential Fact Find. You can either print this out when done and bring it in to one of our offices, or you can email it to:
Lynne Mason, Marketing Manager – firstname.lastname@example.org
Review checks to ensure clients on correct levy, completing audits to obtain ACC levy discounts for our clients
Clients getting together on a monthly basis to “meet and greet” and promote each others’ products and services
The ‘Confidential Fact Find’ file is in PDF format and requires Adobe Reader to read and modify.
Once you’ve emailed the form, Lynne will be in touch to discuss matters further. Thanks for stopping by!