Authorised Representative of Spectrum Wealth Advisors, ASIC Agent No 1254752
Client Support - Concierge
Lynne is our front office concierge member, Lynne will be working with you to be a -
- Friendly voice to welcome you to Umbrella Accountants
- To ensure your calls and emails are directed to the the right team member to help
- Work closely with new clients to help make the change to Umbrella Accountants as smooth and friendly experience as possible
- Completing new client information to setup our systems
- Contact your previous accountant to ensure a smooth transition to Umbrella Accountants
- Contact ATO, ASIC, and any other agency required
- Help with setting up client's on Xero - In particular Lynne will be helping setup the bank feeds applications with the various banks
Lynne will help co-ordinate all the liaising and initial contacts with new and existing clients.
Provide updates on the progress of your work, and provide any assistance as we work on you become a valuable client of Umbrella Accountants.