Take Your Business to the Next Level with a Kelso Marsh Discovery Meeting

Kelso Marsh Tax Consulting

What is a Discovery Meeting

and How Will it Benefit You?

At Kelso Marsh Consulting, our primary focus is on helping our clients reach their full potential. We know that running a business can be all-consuming, which is why we believe it's crucial to make time for strategic planning and development. Our team of experts is here to support you with a wide range of services that will drive the growth and success of your business.

When you book a Discovery Meeting with us, you'll have the opportunity to take a step back and gain clarity on your future direction. We will uncover and work with you to identify areas for improvement and growth, and provide you with the tools and support you need to achieve your goals.

  • Assessing your current business structure

  • Discussing your current and future direction

  • Examining the key factors that drive your business

  • Identifying and addressing challenges such as cash flow, growth, asset protection, and profitability

  • Exploring ways to increase tax efficiency

  • Identifying potentially untapped opportunities

  • Evaluating and improving your goals and strategies

  • Partnering with you to address issues and achieve your goals

  • Identifying ways we can help you protect and grow your assets

  • Developing an exit strategy for exiting or selling your business

Let us help you take your company to the next level with clarity.
Book a Discovery Meeting with us now!

What You'll Need to Do Before Our Meeting

After booking a time and before you attend our Discovery Meeting, we'll ask that you complete a brief survey and provide your most recent annual reports. This will allow us to prepare in advance, so we make the most of our time together and tailor the meeting to your specific needs and situation.

What Happens During the Meeting?

During the meeting, we will carefully review your business and personal goals, your existing processes and challenges such as cash flow, growth, asset protection, and profitability. Together, we will define strategies for success and explore ways in which we can support you in achieving them.

What Happens After my Discovery Meeting?

If it makes sense for your business, we will prepare a proposal with clear pricing for any services that you may wish to consider after the meeting. This proposal will outline the specific services we recommend and the associated costs so you can make an informed decision about how to move forward.

About Kelso Marsh

Because we believe your money should work for you!

It's that age old saying, you should be working on your business not in it and YES we agree, because we can help you do just that. We don't just run the numbers, we also work alongside you to ensure your structures and processes are working for you, not against you.

We Believe in Providing the Best Skills

Our years of service speaks for itself and we're proud of the skills gained, applied and utilised for our clients.

We Believe in Our Ability to Deliver it All

We don't just do book work, we do so much more and if you're new to us, then book a discovery meeting so we can show you how!

Why They Recommend Having a

Discovery Meeting

Don't just take our word for it, let a few of our clients summarise the benefits of beginning the process by having a Discovery Meeting to help us uncover the value we can add!

John Milner

Collabrative Consulting

James is welcoming to clients with a strong desire to help individuals and business owners position themselves for the very best outcome. If you are looking for a relationship based accountant who provides more than just numbers, James is your man.

JENNY AITKEN

Jenny Aitken Mortgages

Thorough & diligent insight and advice - highly recommended

DOMINIC BISH

Bolster Risk Management

I have had a number of different accountants over the years. I can say that James' knowledge and skill is superior to all the rest. He is generous with his advice and caring in his approach. Not only do I use James' services for my companies, but I happily introduce him to as many people as possible! Thank you James.

Let’s Book your your
Discovery Meeting