Problem solving
If you’re happy, you or the practice’s email consent is to be sent with the quote and then we issue an engagement letter to sign before any work commences.
The practice’s key decision is determining whether you would like to become a Consulting, Accounting and Taxation client which provides discounted fees, ongoing practice mentoring and free designated training programs or a Consulting client for any one off projects. Generally it is more cost effective and more efficient for Health and Life to act as your practice group accountant to avoid the double handling of any matters between your professional advisors. For this and insurance reasons, our consulting fees are unavoidably higher for Consulting only clients.
Arranging a meeting with Health and Life is for free and as long as you need….
Are you a Consulting Client or a Consulting, Accounting and Tax Client?
At this point you can decide whether you would like to become a Consulting, Accounting and Taxation client or just a Consulting client. In this section we detail what you can expect from us when you take either pathway. This section details the different types of steps and peace of mind services we can offer you.
The major reasons why clients take us on is because they require a significant restructure or need to set up a new practice and we detail this process below.
What is the difference between the two pathways?
Terms of Engagement
As part of our ongoing commitment to Accounting and Ethical Professional Standards it is mandatory for us under APES 305 to communicate the terms of engagement with you. Therefore, this document confirms our on going understanding of the terms of engagement and the nature and limitations of the services that we provide.
For more insights visit our blog.
About me: David Dahm BA (Acc.), CA., FCPA, CTA, FFin, CPM, FAAPM, FAIM, FGLF.
Chartered Accountant, Chartered Tax Adviser, Registered Tax Agent, Former AGPAL Surveyor 10 years of service
David Dahm is CEO and founder of the national medical and healthcare chartered accounting firm Health and Life and global Founder and CEO of the not for profit project the International Healthcare Standards and Ethics Board (www.ihseb.org)
After a serious work related car accident in 1989, and nine operations later I continue to be a patient and provider advocate. I enter my third decade as a national Chartered Accountant for Medical and Healthcare practices in Australia. I am a former 10-year Australian General Practice Accreditation surveyor. I come from a medico family. I have served on the AAPM national Board and was the inaugural national Chair of the Certified Practice Manager CPM post nominal. I continue to provide accounting tax and practice management advice to many practices all over Australia.
You know who you are and I thank you for this real honour and privilege to serve you and your community through you. Note, I am not a lawyer please seek appropriate legal and accounting advice. This information is for general information and discussion only.
