GROW YOUR BUSINESS WITH CONFIDENCE

BUILD A SUSTAINABLE BUSINESS

YOU CAN DIVERSIFY THROUGH THE PROVISION OF FINANCIAL ADVICE

The accounting industry has changed and will continue to evolve. When you consider the rapid pace of technology, changing client preferences and changes to the regulatory environment, now is the right time for accounting firms to think about how they will provide services that meet their clients’ needs and ensure that their business continues to succeed and grow.

With change comes opportunity, and for accountants who are thinking strategically about their business’ future the opportunity to consolidate and grow their relationships with clients and their business through value added services is significant.

When thinking about expanding your service offering and further strengthening your relationship with clients, you need to be confident that the partner you choose will understand your business and support your business strategy.

With over 35 years experience in helping accountants expand their services to include financial advice, Count understands the support you will need to succeed. Not only can we assist you in providing financial advice to your clients, we can also help you provide your clients with lending and finance solutions. Email solutions@count.com.au or call 0409 461 369 to find out more.

ACCOUNTANTS' LICENSING SOLUTION

WHAT COUNT'S SOLUTION OFFERS

We understand the opportunities and the challenges faced by accounting firms introducing financial advice to their clients for the first time. Count has a team of professionals and a suite of resources specifically focused on supporting new Member firms through this process.

  • Choice and flexibility - Our solution caters for businesses looking to expand into full financial advice as well as those wanting to continue to provide their clients with SMSF advice only.

  • Education support - Our tailored education options mean your training appropriately reflects the type of advice you choose to provide. Together with an industry leading education provider, we’ve built an RG146 compliant solution specifically for FOFA-compliant SMSF advice.

  • Our support - The Count model is a natural fit for accounting firms who are looking for end-to-end support as they introduce financial advice into their business offerings.

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