Our ROI Guarantee Accounting Process
Our ROI Guarantee Accounting Process
Our ROI Guarantee Accounting Process
See the exact process we follow to ensure we get you a return on investment with your Crypto accounting with us.
See the exact process we follow to ensure we get you a return on investment with your Crypto accounting with us.
See the exact process we follow to ensure we get you a return on investment with your Crypto accounting with us.
Step 1: Success In Life Review
Step 1: Success In Life Review
Accounting doesn't sit in a silo. At YC360, we understand that accounting is a single component that sits within a much bigger picture. At the end of the day it's all about making good decisions & giving you clarify on the reality behind your finances.
With our success & life review, we take in the bigger picture of your life, your goals & your overarching financial picture to ensure the accounting strategy we suggest is providing you with the most tax efficient approach to managing your crypto gains.
We get to know you & determine if we will be a good fit to work together, showing you exactly how we will turn our fees into an ROI for you wealth building goals.
Accounting doesn't sit in a silo. At YC360, we understand that accounting is a single component that sits within a much bigger picture. At the end of the day it's all about making good decisions & giving you clarify on the reality behind your finances.
With our success & life review, we take in the bigger picture of your life, your goals & your overarching financial picture to ensure the accounting strategy we suggest is providing you with the most tax efficient approach to managing your crypto gains.
We get to know you & determine if we will be a good fit to work together, showing you exactly how we will turn our fees into an ROI for you wealth building goals.
Step 2: Build your tax management system
Step 2: Build your tax management system
Once we've shown you exactly how we're going to make you a solid return with your tax planning strategy, it's time to get you set up with our systems. Here we give you access to all of the tools that we use to manage our own portfolios, trading in a large institurional investment Crypto fund. We help you get up to speed with an efficient system so that you can minimise time requirements on your end, while optimally planning for the future with your investment strategy.
Once we've shown you exactly how we're going to make you a solid return with your tax planning strategy, it's time to get you set up with our systems. Here we give you access to all of the tools that we use to manage our own portfolios, trading in a large institurional investment Crypto fund. We help you get up to speed with an efficient system so that you can minimise time requirements on your end, while optimally planning for the future with your investment strategy.
Step 3: Map out the broader picture
Step 3: Map out the broader picture
As professional wealth planners & managers we want to make sure we're setting you up for success with our accounting strategy long term. Sure it's all well & good to get your taxes done efficiently, but 99% of the time we find that most of our clients don't have the right structures in place to optimise their wealth building for the long term.
This often means they pay thousands more than they need to in tax & don't have their investments working for them & their goals in the best possible way.
At YC360, we always make sure to give our clients a 360 perspective of their situation, only charging our clients when it's actually time to implement.
As professional wealth planners & managers we want to make sure we're setting you up for success with our accounting strategy long term. Sure it's all well & good to get your taxes done efficiently, but 99% of the time we find that most of our clients don't have the right structures in place to optimise their wealth building for the long term.
This often means they pay thousands more than they need to in tax & don't have their investments working for them & their goals in the best possible way.
At YC360, we always make sure to give our clients a 360 perspective of their situation, only charging our clients when it's actually time to implement.
Step 4: Deliver the facts, make strategic recommendations
Step 4: Deliver the facts, make strategic recommendations
Because we have taken your situation into account with our accounting process, we're positioned incredibly well to recommend firm financial advice on how you can best optimise your situation.
We pride ourselves on being transparent & impartial with what we recommend and want to give you a complete picture so you can make your own best decision.
This is our unique advantage being a family office & it's something we offer to help our clients get long term success with a complete service in our office.
If all you want it accounting, we're the best you can get. If you want everything else too, then we're a one stop shop.
Because we have taken your situation into account with our accounting process, we're positioned incredibly well to recommend firm financial advice on how you can best optimise your situation.
We pride ourselves on being transparent & impartial with what we recommend and want to give you a complete picture so you can make your own best decision.
This is our unique advantage being a family office & it's something we offer to help our clients get long term success with a complete service in our office.
If all you want it accounting, we're the best you can get. If you want everything else too, then we're a one stop shop.
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