Our Client Relationship Management (CRM) Process

 

In producing these Reports and/or Returns, we use a 6 milestones CRM process starting with Planning.  This usually takes place before the financial year-end or before the commencement of the service engagement.  Embedded in this process is our rigorous review process to ensure that regulatory non-compliance risks are minimized and appropriate strategies are presented to you.

 

mancell crm