Our administration team is AWESOME.
Often when you call, you may not need an Accountant to handle your query… our trained administration team can help with a broad range of enquiries. Which means you won’t need to wait for an Accountant to call you back!
What can our admin team help with?
- Booking, changing, etc.
- They know our team better than anyone & can book you in with the most appropriate Accountant within our firm to look after your needs.
- They can also advise you what you need for your appointment.
- Sending you your past Tax Returns. If we completed it in the past, they have access to it & can email it to you.
- Passing on a message to your Accountant, if a chat with them is not required. If it’s something basic that you just need to let your Accountant know, feel free to pass on the message.
- Check your balances owing to the ATO.
- Our admin team can email you copies of your Financial documents if required by your bank.
- They can take payments over-the-phone & re-send you copies of your invoices.
- And, can easily update your contact information within our database.
As we head into the thick of tax time, taking on the impacts of COVID-19 on individuals & businesses, our Accountants will be busier than ever before.
Where possible, let our administration team handle your query promptly, so you can get back to your day!