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Coombe Smith overview

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  • We want to achieve… Develop and strengthen relationships to build the team around the client and to stay front of mind Share the benefits we can provide to Alliance Partners and their clients Explain how to access our services through the referral process and making it easy for the client to transfer
  • We have now built a picture of local businesses overall achievement in each of these five areas. Each coloured block represents the vast array of people, systems and procedures across a range of industries and the pattern is unique for each individual business. Our aim is to take each unique, individual business and inspire them to take the business from this irregular shape to ….
  • … where each business is inspired to achieve their full potential.
  • Typically, our clients are now accessing a wider range of services….. Quarterly meeting, budgeting, strategic planning, risk management plans, governance, business improvement processes…. And implementing or more effective use of the available technologies. And lastly, it’s easy – we aim to make everything as easy as possible for you to work with us and for our clients.
  • What we find is that all clients want tax compliance Certainty – as Chartered Accountants we abide by a professional code of conduct and ethics and we can give you certainty in the standard and quality of advise we provide Timely – we know we can give you the financial information you need, when you need it. Fixed fees – because we quote up front, your client is safe in the knowledge of what our advise will cost leaving no surprises Capacity – over the last year or so we have worked on our internal systems and processes and have gained the capacity we need to meet the greater demands from our clients (Practice what we preach) We all understand compliance….. But what else is there?
  • We recognise the importance and value of referrals to our business from other professionals. What we know, is that, for a number of reasons, business owners may be reluctant in making contact with who you have recommended, often they don’t have the time or are unsure how to take the first step. (It’s about them and their intentions) We also know that business owners often have prior relationships with other professionals and may be embarrassed to think about making a change. (It’s about the status quo, it’s easier to stay where you are) We also know that business owners like to know they are making the right decision when they are ready to make the move. (It’s about being a member in the right club, having enough trust in the relationship) We believe there is a win-win-win outcome for all parties by actively following through on every referral – by helping to make the first step easier, by helping to make the change process easy, by helping to strengthen the relationship right at the start. Simply put, we want to move beyond these possible hurdles and make the most of any word of mouth referrals you may give us.
  • Again we start with the business owner as our primary focus and yourselves as one of the key support team. You would make the referral for the same reasons only this time you know there is a real chance of a win-win result for you and your client because you know the referral will be enthusiastically followed up by the team at Coombe Smith. We will follow through with your referral and show the business owner the benefits and services we are able to offer. The business owner gains the confidence to decide to change providers and we are able to show them that it is easy. We aim to give business owners the confidence in our services and to inspire them to achieve their full potential and to show them that we care (last click for the heart to show)
  • Keep talking to your clients about us Give them a voucher – you’ll find some of these in your packs already – there is a business Referral Voucher and a Change Accountant Voucher And out of courtesy, let them know that you will let us know that you have referred us. All we ask…. Is that you give a call, an email, a letter or go online and send your referral that way There is a page in your packs with all the relevant contact details
  • Before we finish this part of the evening are there any questions? Thank you to you all for attending tonight’s event. Our team looks forward to working with you and your clients more closely in the near future.

Coombe Smith overview Coombe Smith overview Presentation Transcript

  • Getting to Know Us
    • Strengthen relationships
    • Share the benefits we can provide
    • Explain how to access us
    • It’s all about the business owner
    • A team of trusted advisors
  • Lawyer Insurance Broker Certified Financial Planner Bank Accountant Business Owner
    • There are many reasons why people are in business
    • But….
    • There are five key areas that help to create inspired businesses……
    • Strong financial position
    • Market value return to shareholders and directors
    • Lifestyle goals are met.
    • What percentage of the businesses you know of have reached their profit potential?
    • The business is as big as the owners want it
    • Operates effectively with the resources used
    • Happy team
    • What percentage of the businesses you know of have achieved their growth goal?
    • Able to pay bills on time
    • Returns to shareholders and directors are paid first
    • Investments outside the core business
    • What percentage of the businesses you know of have surplus cashflow?
    • Having a plan will ensure:
    • Choice of when to retire
    • Low reliance on owner/managers
    • Maximising value on exit
    • What percentage of the businesses you know have a structured succession plan in place?
    • Protection of what is important to you
    • Planning for contingencies
    • Value of the business is maintained after sale
    • What percentage of the businesses you know of are fully prepared for all potential risks?
  • Profits Growth Cashflow Succession Protection Full Potential
  • Full Potential
    • Accountability meetings
    • Monitoring cashflow and profit plans
    • Strategic Planning
    • Risk Management
    • Governance and decision making
    • Business Improvement
    • Technology as a tool
    • Tax compliance
    • 10 Day Turnaround – Guaranteed
    • Quote up front
    • Fixed fees
    • Timely
    • Certainty
    • … .a partner in my business…
    • … genuine desire to prosper and grow…
    • … suggest different approach or new direction….
    • ..tailored a package to suit…
  • Reluctance Uncertainty Status Quo Referral Business Owner
  • Enthusiasm Confidence Inspired Business Owner Show the benefits Show that it is easy Referral Business Owner
    • All we ask….
    • Talk to your clients about us
    • Give them a Voucher (optional)
    • Let them know that we will contact them
    • The benefits:
    • You get a better client
    • You get the financial information you need
    • The reward:
    • Your clients are inspired
    • Recognition – gift baskets, show tickets, etc.
    • No fees to transfer
    • No set up costs
    • Free 1 hour consultation
  •  
  •  
    • "Whosoever desires constant success must change his conduct with the times." — Niccolo Machiavelli
    • “ Above all, try something.” - Franklin D. Roosevelt
  •  
    • Phone: (06) 357 6006
    • Email: [email_address]
    • Post: P O Box 788,
    • Palmerston North 4440
    • Website: www.coombesmith.co.nz/referral