THANK YOU FOR CHOOSING
Altura Tax & Advisory as —
YOUR FUTURE ACCOUNTANT
GET STARTED
We’re so glad to have you on board. Whether you’re here to streamline your business finances, improve your cash flow, or access expert guidance for growth, you’ve come to the right place.
Our team is dedicated to making your onboarding experience smooth, simple, and stress-free. Together, we’ll set the foundations for a strong financial future.
Here’s What to Expect
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It’s the legal requirement we need to get started!
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We want to get to know you better, and this is where it starts. Fill out our simple Client Onboarding Form and share some essential details about your business, your goals, and even your coffee order — because we’re big on personal touches. This form helps us understand how to best support you from day one.
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Once we’ve received your form, we’ll get to work setting up your financial systems. If you’re new to Xero, QuickBooks, or other cloud accounting software, we’ll handle the setup, data migration, and integration to ensure everything runs smoothly. Already using these platforms? We’ll review and optimise them for maximum efficiency.
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From the start, you’ll have direct access to Jacob or Nathan, along with our expert accountants and bookkeepers, who are ready to support you with personalised guidance. It’s a small, tight-knit team, so you’ll have the support of everyone working together to drive your success. This collective approach means you’re never alone and always supported by familiar faces who understand your business inside and out.
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Once your systems are live, we’ll walk you through your financial dashboard and set key milestones to keep your business on track. From here, it’s all about working together to keep you ahead of the curve.
01. Sign your client authorisation form
02. CLIENT Onboarding FORM
Fill out our simple Client Onboarding Form and share some essential details about your business, your goals, and even your coffee order — because we’re big on personal touches. This form helps us understand how to best support you from day one.
Need Assistance? We’re Here to Help.
If you have any questions during the onboarding process, don’t hesitate to reach out. We’re just a phone call or email away, ready to provide clear answers and timely support.
Let’s get started — we’re so excited to have you with us.
admin@alturataxadvisory.com.au
Phone
Office 03 5407 2031
Jacob Begg 0439 634 769
Nathan Cutting 0480 194 006
Business Address
By appointment only
Level 1, 122 Mollison Street
Bendigo VIC 3550
(Entry via Bush’s Lane)
Postal Address
PO Box 32
Bendigo VIC 3552