How we work
A professional relationship should begin with a real conversation.
We meet in person where practical because context is easier to understand across a table. For clients elsewhere in Australia, we bring the same care and preparation to phone and video meetings.
Start with the office, then meet with purpose.
Our team begins by understanding what has prompted the enquiry, the entities involved and any immediate deadlines. That first conversation helps us prepare properly and decide whether O&S Advisory is the right fit.
- Call the office or send a meeting request
- Our team reviews the initial information and follows up within one business day
- We arrange a meeting with the right people involved
- Scope, responsibilities and fees are confirmed before work begins
- Identification and records are requested through the appropriate process
A good fit
Ongoing work, clear records and open communication.
O&S Advisory is best suited to business and SMSF clients who value an ongoing accounting relationship. We may not be the right practice for isolated individual tax returns or work outside our professional scope, and we will be straightforward about that from the beginning.
KYC / AML explained
Why we ask for identification and business information.
Identity checks are part of starting and maintaining a professional relationship. Depending on the client, entity and work involved, our team may also need information about ownership, control, activities or the purpose of a transaction.
We explain what is required, why we are asking and how to provide it securely, so compliance does not arrive as an unexplained obstacle.
Read the KYC / AML explainerRelationships matter because accounting decisions rarely sit apart from the people, families and businesses affected by them.
