At Oakbridge Group, our Certified Practising Accountants (CPAs) have clients all over Perth ranging in size from sole traders to small/medium entreprises that operate across almost every industry sector.
Through the combined experience of our Accounting team members, we have access to many years of business experience and resources. This is supplemented through our professional affiliations.
We provide business advice during meetings with various clients, and attend to our clients' email and telephone queries. We also provide our clients with more structured advice and planning assistance:
- Preparing business plans and finance proposals for new and existing businesses. Our approach in undertaking these assignments is consultative – we work with our clients to produce a plan or proposal which incorporates their knowledge of the business and industry, supplemented with our financial acumen.
- Preparing strategic plans with our client’s management team. This is normally a staged project where we facilitate a number of planning sessions to discuss where the business would like to be in 3 -5 years, the current position of the business, and strategies / actions to achieve the business goals. With the assistance of the client this is then formulated into a strategic plan to guide future activities.