“When our bookkeeper moved on, my immediate thought was to outsource to an expert, then I’d be freed-up to do what I do best. I now let Wilson Pateras manage the accounting on a day-to-day basis. It takes a load off my mind.”
“I’ve been assigned a Wilson Pateras bookkeeper and each day we’ll be in touch with documents and invoices. We’ve developed a bit of a process, which works for us and for Wilson Pateras.”
“With Wilson Pateras, I can mention my colleagues’ names and they’ll know who I’m referring to. If the team have any queries, I’ll just email Wilson Pateras straight away and we’ll get a response quickly.”
“When I met with Wilson Pateras initially, they suggested a few things that other practices were doing and that was extremely helpful. From that perspective, they offer you an insight into ways you can move in line with the industry.”
“We need accurate accounting, and I would say that is the most important feature of working with Wilson Pateras.”
“When our bookkeeper moved on, my immediate thought was to outsource to an expert, then I’d be freed-up to do what I do best. I now let Wilson Pateras manage the accounting on a day-to-day basis. It takes a load off my mind.”
“Wilson Pateras are really approachable. If I’ve got questions I can call. I don’t feel silly when something isn’t quite working on my end and they tell me another way to do it, or I’ll suggest something and they’ll say yes.”
Wilson Pateras Accounting Pty Ltd is a related entity of Wilson Pateras Lending and Finance (VIC) Pty Ltd and Wilson Pateras Financial Planning Pty Ltd (Wilson Pateras Group). Where you are referred to a related entity by your adviser and take up lending or financial services, your adviser and the directors and shareholders of the Wilson Pateras Group do not receive any direct remuneration or benefit as a result of these referrals but may be entitled to profits as part of their ownership in each entity. You are free to engage your own preferred professional service providers should you prefer
This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. You should also read any relevant disclosure documents. Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information. Liability limited by a scheme approved under Professional Standards Legislation.