At PKF Kendons, we understand the importance of vision. We see beyond numbers and reports – helping you focusing on the bigger picture of your business landscape. Our goal? To empower you in the tools and information to grow and improve your business. An integral part of this mission is our Complimentary Client Review (CCR), an annual offering that exemplifies our commitment to your success.
Why is a CCR so Valuable?
Imagine having the opportunity to pause and take an eagle-eye view of your business and personal goals, identifying the challenges you face, the opportunities within your grasp, and the strategies to propel your business forward. That’s exactly what a CCR offers – an opportunity to step back from working in your business, to spend some valuable time working on it.
Whether you’re grappling with growth, profitability, cash flow issues, or even planning an exit or sale of your business, our CCR provides a platform to discuss these issues and plan the best way forward, together.
What’s in it for You?
In this no-obligation, complimentary review, we don’t just discuss your business’s current situation but also how it ties in with your personal and lifestyle goals. The CCR allows us to:
- Set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals for your business and provide clarity about the actions required to achieve them.
- Stimulate strategic discussions that influence the future direction of your business.
- Provide access to the collective wisdom of our firm, helping you navigate the complex business landscape.
- Potentially identify greater tax efficiencies.
- Unearth burning issues, opportunities, and challenges, enabling you to respond effectively.
- Offer insights that help you understand and manage your business better.
- Identify areas where we can help unlock further potential in your business.
The CCR Process
During this free 60-minute session, you will consult with a senior team member who will keenly review your current situation. Following the meeting, we’ll provide you with a copy of the minutes, clearly documenting your business and lifestyle goals and all agreed actions.
If required, we’ll prepare a proposal offering you upfront prices for any additional support services identified during the meeting.
Ready to Take the Next Step?
If you’re keen to enhance your business performance, we invite you to book a CCR. Remember, this review is not just about where your business stands today, but where it could reach tomorrow. Give us a call today to schedule your Complimentary Client Review.