About Charts

Charts Philosophy

We take this opportunity to convey to you our philosophy at Charts. We see our role as being to assist clients and to provide advice regarding the accumulation and protection of wealth, not merely the preparation of annual accounts and tax returns. We believe that through the focusing of client’s efforts into what they do best and providing proactive advice when we see the opportunity, we provide clients with a greater degree of wealth accumulation possibilities, rather than mere provision of accounts and tax returns.

We actively encourage clients to maintain their own accounting records, as we believe it is in the client’s long term interest to engage us to provide advice rather than the detailed processing of their transactions. As a result we are able to maintain a larger number of high qualified staff than otherwise and thus provide a superior service by dealing with clients who maintain their own basic records. Our CBD location assists us to recruit and train a team that would not be available to us in a non CBD location.

In business as Chartered Accountants, we have identified other services which clients regularly require which we consider are compatible with the services of a Chartered Accountant. However, we have recognised our own limitations and legal restriction as Chartered Accountants and are able to refer you to a range of other professionals as required.

Our approach to any client work is a two person approach.

At a minimum, one director and one manager are equally briefed and aware of your circumstances, present position and plans at all times. Whenever you phone, if the intended receiver is unavailable, the other person within our office, conversant with your affairs, will be able to assist. Apart from our annual one week Christmas break, generally the two people are not on holidays at the same time and should they both be unavailable when you phone, either one will return your call.