Instructor

How to Create Proposal thru Proposify

This training covers how to use Proposify to prepare and send proposals after receiving instructions from our business strategist or […]

Second Mortgage

Sales Pipeline

Client Referral Process to Alex Mora

Offshore – Hong Kong Company Setup

Company and Trust

Company

How to Edit/Update Asana Project Templates

How to Duplicate Asana Project Templates

How to Apply for an ABN and TFN Application for a Foundation

How to Apply for an ABN, TFN and GST Application for a Unit Trust

ABR Regstration – ABN, TFN, GST and PAYG Application for a Business Trust

How to Apply for an ABN, TFN and GST Application for a (Standalone) Company

Updating the Trustee of a Trust (from Individual to Corporate) via Tax Agent Portal

Adding a Client to Tax Agent Portal

Note: It is important to ask or secure a copy of the TFN of the trust prior to this

How to start a Zoom meeting

How to Create A Zoom Meeting

Payment Methods

How to Save Signed Client Agreement in Dropbox

Lead Application submissions