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

One of Lynne's main roles to to help new clients get on board as quickly as possible so we can starting making a difference

Lynne will help new clients with -

• 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.