We work closely with accounting and professional firms to offer advisory services either under a white label arrangement or directly with your clients. The benefit for firms is that you have the ability to offer more comprehensive advice without the need to lose touch with your clients.

We come to your office to meet with clients and you’re in control of the entire process, ensuring that the service standard you offer your clients is retained. Where you engage our services, we limit the scope to whatever you require, this can be as narrow as an opinion, to as wide as undertaking a complete restructure under our banner whilst involving you through the process.

Our advice can be offered either under your branding or ours, we will tailor a solution that will assist you in protecting the client relationship. We also offer explanation and marketing tools to assist you in developing your product offering.

To understand our service offering we recommend a face to face meeting to work out a strategic fit. Not only do we understand each other’s business, but we work towards a common goal of expanding your business offering whilst you retain the client relationship.

For more information about working with us, feel free to contact us on 1300 023 782 or email craig@cdrta.com.au