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Financial Advisor

RBI Chartered Accountants Inc

“Professional, approachable and dedicated to client care”

ABOUT US

Expert Guidance with a Personal Touch

 

Welcome to RBI - Better for Business!

 

With over two decades of experience, RBI has been at the forefront of audit and advisory services, catering to businesses, professional partnerships, and private individuals. Our journey of continued success has been driven by our unwavering commitment to providing businesses with a superior choice.

 

Partner-Led Service

 

What sets RBI apart is our dedication to delivering excellence through a partner-led approach. Our partners take the helm in providing all our services. This means that our clients benefit from the undivided attention of a seasoned professional, ensuring they have a single, senior point of contact right here in our office.

 

Specialist Advisers for Managed Businesses

 

At RBI CA Inc., the vast majority of our clients are owner-managed businesses and private individuals. We take pride in our specialization in this domain, equipping us to understand the unique challenges that business owners face. Our expertise extends to a wide range of areas, including:

 

Strategic Planning and Succession

 

 We assist businesses in charting out strategic plans for the future and managing the complex process of succession, ensuring a smooth transition.

 

Key Staff Retention

 

We recognize the value of your key personnel and offer strategies to retain and motivate them, contributing to your business's long-term success. This is a key area we recognise in our own organisation and strive to recognise personnel and retention of key individuals, offering our clients a stable service delivery.  

 

Profit Optimization

 

Our team is adept at identifying opportunities for profit enhancement within your operations, assisting in your financial growth.

 

At RBI, we are more than just advisors; we are your partners in prosperity. We are committed to the betterment of your business, helping you navigate challenges and seize opportunities. Join us in this journey to success, where "Better for Business" is not just a tagline but a promise we deliver on each day.

PERSONALIZED ATTENTION

Truly Top-Notch

Adding Value

 

At RBI, we go beyond safeguarding our clients' wealth; we actively work to enhance it. By gaining a deep understanding of our clients' businesses, we uncover new avenues for improving both their financial performance and overall business success.

 

Range and Depth of Expertise

 

As specialized advisors to owner-managed businesses and small to medium enterprises, we possess comprehensive expertise to address the full spectrum of challenges they may encounter. Even if you're seeking the services of a local accountant, with RBI, you gain access to the extensive tax knowledge and commercial experience typically associated with larger firms.

 

Training

 

Our commitment to maximizing our clients' business potential extends to our own team. We invest wholeheartedly in training and developing our staff, ensuring they are equipped to provide the best service.

 

Business Advisory Services

 

This section outlines how RBI can assist owner-managed businesses. While the specific needs may vary, these businesses commonly encounter similar challenges. Our goal is to help clients manage their businesses in alignment with their personal objectives. We begin by understanding each client's individual goals, forming the foundation for the strategic advice we offer, which subsequently guides their business plans.

 

Succession Planning

 

A vital aspect of our approach is succession planning. We encourage clients to consider whether they will sell their business or pass it down within the family, emphasizing the importance of long-term planning for both scenarios.

 

Improved Financial Performance

 

Businesses serve as vehicles for their owners' long-term aspirations, and our in-depth financial insights allow us to fine-tune them for improved performance. We offer guidance in areas such as benchmarking, acquisitions and disposals, working capital management, profit optimization, management information and reporting systems.

 

Becoming More Effective

 

To boost productivity and enhance service levels, businesses often require assistance. We provide advice on improving organizational and management structures, as well as strategies for retaining key staff, ultimately helping businesses become more effective and efficient.

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