Headline |
Speciliases in Business & Tax Services
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Current Position |
Senior Client Manager/Accountant
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Personal Bio/ Summary |
I am a senior client manager/accountant from PG&A Accountants and Advisors in Carrara and we are hoping to build our referral partner network.
We would love to be able to confidently refer our clients to referral partners who are trustworthy and reliable.
We can help their clients if they are looking for an accountant that provides a down-to-earth service, focuses on building client relationships and provides support on an ongoing basis including but not limited to business accounting and tax, protecting your assets and/or planning for a more comfortable retirement.
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Who I'm looking to connect with - my ideal referral partner |
My ideal referral partners are:
– Financial planners
– Solicitors
– Mortgage brokers
– Bookkeepers
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