Question 1

Are you an insured business and do you guarantee your work?

Accepted Answer

We are insured for Professional Indemnity and Public Liability and our certificates can be viewed on our Oneflare profile online.

Question 2

How did you decide to get into your line of work?

Accepted Answer

I have always had a flare for numbers . I have always been interested in finance and have found myself always assisting people manage their money more efficiently.

Question 3

Do you have a favourite customer story you would like to share?

Accepted Answer

We have many! We helped a client to get out of their ATO debt completely and we have helped them save sufficient cash reserves to meet all of their ongoing ATO obligations on time and still have reserves to invest in capital in their business.

Question 4

What do you like most about your job?

Accepted Answer

Helping businesses succeed! We assist them to remain profitable by helping them budget effectively and manage their cash flows. We help our clients understand what their numbers actually mean.

Question 5

What questions should a customer ask to hire the right service professional?

Accepted Answer

The customer should ask the turn around time on the service provided. Ask how efficient the service provide is at meeting deadlines. Ask how their pricing is unique.

Question 6

What questions do customers commonly ask and how would you answer them?

Accepted Answer

When can you start the work and the answer is usually immediately. Customers usually ask how much are our fees and we answer this by assessing what services is actually required.

Question 7

What makes you the most reliable and trustworthy person for the job?

Accepted Answer

PL Financial Management was established to provide high quality, personal service to small business owners. Our goal is to partner with you and manage all your accounting requirements. Business is our passion and we innovate practical solutions and focus on ways to improve your profitability ​and

Question 8

Why should a customer hire you over another service provider?

Accepted Answer

We provide the best service you can get! We provide personal service that is tailored to your business needs. There are no hidden costs, all costs are provided upfront. You can rely on our expert, professional work while you continue to focus on what you do best in your business!

Question 9

What are the typical things that you need to know before you can provide a quote to a customer?

Accepted Answer

What services they require, annual turnover, number of staff, number of bank accounts, number of locations they operate in, frequency of meetings.

Question 10

How can a customer save money before you start the work? Please give 3 tips

Accepted Answer

Review your wages budgets. Find an electricity provider that will offer better rates. Review your insurance provider to find a lower premium.

Question 11

Are there any special offers you would like to offer to Oneflare customers?

Accepted Answer

Free initial consultation where we will assess how you could do things better in your business and improve profitability and cash flow.

Question 12

What makes your pricing competitive?

Accepted Answer

We provide fixed fees which includes a range of services including unlimited calls and emails therefore there are no surprise costs to clients.

Question 13

How do you normally charge for your service?

Accepted Answer

Based on the clients requirements we charge an hourly rate. Most clients prefer monthly or weekly fixed fees which includes a range of services and unlimited calls and emails to us so they can ask questions where they require expert assistance. This allows the client to stay on top of their finances. The weekly or monthly fixed fees also helps the client to budget better and manage their cash flow more efficiently.

Question 14

Is there a particular aspect of your trade or industry that you specialise in?

Accepted Answer

Specialise in accounting, bookkeeping and finance management. Finance management entails budgeting and assisting you with your cash flow to ensure you are able to meet all your obligations while still remaining profitable.

Question 15

What experience, skills, qualifications or training do you have to make you the right person for the job?

Accepted Answer

Justine is a Certified Practicing Accountant and holds a Bachelor of Commerce. Justine has extensive experience across a broad spectrum of industries and business types. All staff hold a qualification in their area of expertise.

JPL Financial Management Pty Ltd

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