How Coraggio's strategic guidance, helped this boutique accounting firm take a holistic business approach
I am a Partner at Preda, a Melbourne-based boutique accounting and financial services practice. We are focused on helping our clients achieve their family, business and future goals.
For more than ten years, we have partnered with individuals, families and small to medium-sized businesses across a range of industries to bring a tailored approach in relation to accounting, bookkeeping, and wealth.
We pride ourselves on our authentic personal approach – investing time to listen and deliver clients the best advice an integrated service incorporating combined expertise leveraging our wider trusted network.
The value of a boutique-sized practice is clear – Preda’s directors work directly with clients, who are considered part of the company family. In short, we’re invested.
At Preda, everything we do is to facilitate growth for our clients – whether expanding their wealth, their business, their financial security or their understanding of how their money could be better earned, invested, saved and spent.
That entails going above and beyond, being proactive – and always aiming to do more to make a difference for our clients through considered advice and comprehensive services.
Reasons for choosing Coraggio
Coraggio provides me with a platform to receive sound advice from business owners and enables me to give back to the business community. It also allows me to learn new strategies tested by fellow members, which I can morph into my practice.
How we use Coraggio
- Provides business owner’s insights within current times
- Facilitates support and accountability
- Access to a network of professionals that supports my practice
5 reasons why I love Coraggio:
- Contribute to board Members outcomes
- Friendly, confidential and trustworthy environment
- Honest discussion
- Relevant panel of guest speakers
- Constructive feedback
Located in Melbourne CBD, however service clients in VIC, QLD, NSW & TAS
- Learning from other members
- Greater focus on firm future planning
- Increased my professional confidence
- Execute efficient processes for my practice
- Provides accountability