Crystal Point Consulting Ltd. is your steadfast partner in the intricate business and personal finance world. Our core mission is to provide comprehensive financial guidance to businesses and individuals alike. With a strong commitment to nurturing enduring relationships, we wholeheartedly invest in our clients’ success, assisting them in achieving their financial aspirations.
What you expect.
ACCOUNTING SOLUTIONS.
Spend your time building your business and your profits; we will handle your bookkeeping, payroll, record keeping, report filing, and more
Ready to start your own business? Then you have come to the right place. We work personally with our clients to achieve their business goals, including creating and designing websites to meet your unique needs.
Our Payroll Processing Services include the preparation of payroll checks as well as any agency checks necessary for the employee; Real Time Information (RTI) PAYE returns for the Revenue etc
If you’re a new client and want to know what a typical engagement with Crystal Point Consulting looks like, we’ve outlined a step-by-step process below. This way you’ll know exactly what to expect.
Step 1 — Get Things Started
We meet and get to know you, learning about your practice or business. Specifically, how you generate revenue, what your recurring expenses are, software systems you use, your current needs, and long term goals.
Step 2 — Gather The Details
By reviewing your tax and accounting documentation, we are able to ensure our understanding is clear. This allows us to note any points of improvement to help meet your current needs, and eventually meet your long term goals.
Step 3 — Customize Your Solution
Now we can outline a solution specific to your practice or business. Through this process, we will coach you through each step of the services that are to be provided, relay time lines and tax filing due dates, and the most efficient methods of meeting your needs. We will also provide you with documentation, such as templates and checklists, to help keep you organized.
Step 4 — Get Things On Paper
At this point, we will provide you with an engagement letter. This outlines the terms of the services we will provide to you, a quote on the fees, and what we will require from you. This helps keep us on the same page at all times.
Step 5 — Deliver
By staying in communication and working together, we move forward and deliver what is promised to you.
Step 6 — Keep You Engaged
Communication is key. We will keep you informed of changes to tax regulations, tax issues, opportunities, or better ways of doing business, as they come to our attention.
Step 1 — Get Things Started
We meet and get to know you, learning about your practice or business. Specifically, how you generate revenue, what your recurring expenses are, software systems you use, your current needs, and long term goals.
Step 2 — Gather The Details
By reviewing your tax and accounting documentation, we are able to ensure our understanding is clear. This allows us to note any points of improvement to help meet your current needs, and eventually meet your long term goals.
Step 3 — Customize Your Solution
Now we can outline a solution specific to your practice or business. Through this process, we will coach you through each step of the services that are to be provided, relay time lines and tax filing due dates, and the most efficient methods of meeting your needs. We will also provide you with documentation, such as templates and checklists, to help keep you organized.
Step 4 — Get Things On Paper
At this point, we will provide you with an engagement letter. This outlines the terms of the services we will provide to you, a quote on the fees, and what we will require from you. This helps keep us on the same page at all times.
Step 5 — Deliver
By staying in communication and working together, we move forward and deliver what is promised to you.
Step 6 — Keep You Engaged
Communication is key. We will keep you informed of changes to tax regulations, tax issues, opportunities, or better ways of doing business, as they come to our attention.
Let's get started
Have any questions? We are always open to talk about your business, new projects, creative opportunities and how we can help you.