Client Type
Ward Goodman places strong emphasis on building long-lasting relationships with its clients and by taking time to understand their unique needs and ensuring we provide the best solution to help our beloved clients prosper.
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WardGoodman Client Types
Our services are designed to provide our clients with as close to real time information as possible. We do that by ensuring that their recordkeeping is completed with the assistance of digital tools and our own input. We then provide management information to the client and discuss this with them to enable them to understand their numbers and make better informed decisions.
We are also then able to forecast year end profits and provide tax planning advice to reduce their tax liability. We also try to maximise their own income and plan towards their future exit or retirement from the business.
Our Type Of Client
The firm places emphasis on building long-lasting relationships with its clients by taking the time to understand their unique needs and offering tailored solutions to help them succeed.
INDIVIDUALS
PRE-RETIREMENT
POST-RETIREMENT
ENTERPRENEURS
INDIVIDUALS
PRE-RETIREMENT
ward goodman onboarding process.
Ward Goodman has a simple but effective onboarding process making this hassle free for you.
STEP 1
Referral from client, introducer or from website
STEP 2
Initial meeting is arranged at one of our offices and this is without cost or obligation
STEP 3
Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.
STEP 4
Client accepts terms and billing and services automatically set up. Client details put on to our software.
STEP 1
Referral from client, introducer or from website
STEP 2
Initial meeting is arranged at one of our offices and this is without cost or obligation
STEP 3
Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.
STEP 4
Client accepts terms and billing and services automatically set up. Client details put on to our software.
Book a Meeting
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
