"The workshop was well structured and lead to some very insightful discussion and realisation about our personal and business goals and objectives"

John and I were busy at work developing strategies for new business and realized that we needed to make some time to help gain a deeper acknowledgement of our reasons for being in business and what road blocks were preventing us from achieving our end goals.

A chance discussion with Mark Hann from Tactica Partners eventually lead to our business, Far Data Solutions, engaging the services of Tactica to help us form an initial plan around our key motivations and issues relating to our business, in a way that was reasonably simple in structure but helped provide us with a starting point to launch us on a journey for strategic business improvement.

The process began with us completing some general worksheet and questionnaires culminating in a day long workshop which was facilitated by Mark and some of the Tactica team. The workshop was well structured and lead to some very insightful discussion and realization about our personal and business goals and objectives. The workshop also provided a great opportunity to identify key issues and an action plan to address the issues in orderly yet dynamic manner.

We would like to thank Mark and the Tactica team for increasing our awareness of some of the strategies and actions that will help us work towards an improved business model. Our real challenge now is to implement what we have set out to do!

Farook Razvi & John Thatcher

Directors
Far Data Solutions

"Tactica’s newsletter provides interesting information that was not a sell."

Hi Daniel, Mark, Helen. I just wanted to you let you that your previous e-newsletter really
impressed me. So often these days e-newsletters are one big sell, but your newsletter
provided interesting information that was not a sell. I particularly enjoyed reading the ATO
Activities snap shot as it was a simple and concise way of presenting what could be quite
complicated information. Keep up the good work.

James Garnaut
Asthma Foundation WA

"We needed to engage a proactive, professional and dynamic firm to help us with various aspects of setting up our office and systems"

Our Business is a US based entity that came to Perth to set an Australasian base for our service offering which is focussed on being the leading provider of global industrial market intelligence.

We needed to engage a proactive, professional and dynamic firm to help us with various aspects of setting up our office and systems. We formed a relationship with Tactica Partners and they have continually delivered on all aspects of their service offering. In particular we have appreciated the substantial assistance in setting up and managing our bookkeeping function, review and advice on our forecasting reports and have valued the ongoing input in helping us strive for continual improvement on our reporting processes and delivery of timely information to our US office.

We sincerely thank Mark, Toni and the Tactica team for their ongoing support and advice.

Britt Burt
General Manager - Oceania
Industrial Info Resources

"Throughout our relationship one of the things that stood out for me is the level of respect that I have felt from the staff at Tactica"

Of course Tactica Partners have ensured that our annual accounts and tax returns are accurately prepared and lodged on time, however the relationship goes much deeper than that.

My business (Clear Perceptions) assists executives and organisations to achieve extraordinary results through identifying and overcoming 'blocks' at an organisational and personal level.

Tactica Partners proactively supports me to achieve great outcomes by setting stretch targets that improves cash flow and overall business performance. Tactica also facilitates our monthly or quarterly management meetings to keep the business on track and help keep me informed of the latest financial information in the market.

Throughout our relationship one of the things that stood out for me is the level of respect that I have felt from the staff at Tactica. I have now referred several of my business clients to Tactica as I know they will be well serviced, receive sound advice and most importantly will be treated with respect in all of their business and personal dealings.

Sharon Faye
Director
Clear Perceptions

"Tactica Partners assistance was wonderful."

Thank you for all your help in preparing the financials for my entities. Your assistance in my accounting matters are wonderful.

Dennis Chang
Sanctuary Real Estate

"We have been so impressed with the level of service demonstrated by the team at Tactica that we recently appointed them to undertake all our accounting work..."

As part of a change in partner's goals we agreed to change the ownership structure by having one partner buy out the other partner. Intrinsic to this decision was an agreement to have the WSS business valued so that the partners could begin negotiations to agree a sale price. We instructed Jeff (our CFO) to run the process and we subsequently engaged Tactica Partners to provide an informal desktop valuation for our internal use.

We found the valuation process undertaken by Tactica met all our needs. We were advised of the scope of work and investment cost upfront by way of a detailed service agreement (SA). The SA also detailed the timeline to complete the project and we were very pleased to have the work completed on time and on budget. The final report was very professional and provided all summary information explaining in detail the basis on which the final value was made.

We have been so impressed with the level of service demonstrated by the team at Tactica that we recently appointed them to undertake all our accounting work and we look forward to their further proactive involvement in our business.

Paul Bartlett & Jeff Thornhill (CFO)
Western Stainless Solutions

"Tactica Partners were able to meet these deadlines"

We were looking for a proactive accountant who was able to help us with various aspects of our business development and were referred to Tactica Partners by an associate.

From the outset it was apparent that Tactica Partners could not only assist with our compliance requirements and day to day bookkeeping issues but could also provide solutions for our various business needs. In particular, during the later part of 2010 we experienced some tightening in cashflow. As part of our refinancing requirements we needed to provide a detailed business plan including profit and loss projections and detailed projections for current and future cashflow.

As seems to be the case in these types of situations it was important for us to deliver the business plan in a relatively short timeframe. Tactica Partners were able to meet these deadlines and delivered a series of documents that helped to secure the additional funding.

Although the funding was an important outcome we became very engaged with Tactica Partners during the process which included utilising workbooks, full day workshops and other discussions to help us gain a much better understanding of our business and, in particular, some of the key drivers which we could focus on to help deliver significant improvements to our business model.

We thank Mark and Dan for the enthusiastic delivery of this work and would encourage any business thinking of starting this journey to engage the services of Tactica Partners.

Kate Bridson & Tom Conaghan
Partners - 4x4 And More

"We have no hesitation in recommending Tactica Partners"

Having recently experienced a change in ownership and management we recognised a need for greater development around our No 1. resource ... our staff. After several initial meetings we engaged the services of Tactica Partners to help us implement their Staff Values Program.

Initially Tactica Partners, together with their alliance partner from BStar, undertook an anonymous online staff survey which provided us with a detailed report that was able to assist in developing strategies to improve staff retention, attraction and performance. Understanding our staff and managing their satisfaction levels is critical in developing a better business.

The report provided a foundation building block for a one day workshop which was facilitated by Tactica Partners and BStar. The workshop was instrumental in providing an insight into the key strategies that will enable us to begin the journey for the overall development of our team.

To this point we and our staff are very excited about the potential outcomes and we have been very impressed by the efficient and professional level of service provided to us by Tactica Partners and BStar. We have no hesitation in recommending Tactica Partners and their facilitation of the Staff Values Program.

Andrew Twaddle
Pharmacy Manager - Mount Hospital Pharmacy

"We have come to trust Tactica Partner's technical ability"

We have been a client of Tactica Partners since October 2007. At this time we had been using an accountant that essentially just dealt with our compliance work, however our business had grown to the point where we felt we needed to get involved with a more proactive accounting business that could assist us in other areas of our business.

Since joining Tactica Partners we have certainly found them eager to be involved in our business. They have made consistent efforts to speak with us and very early on we engaged them to help us develop a Profit and Loss Budgeting spreadsheet that enabled us to track our actual to budget results.

More recently, following the sale of our business, we were able to use Tactica to help us plan for the tax treatment of the resulting capital gain. Tactica were able to provide us with a detailed letter of advice which helped us to understand our entitlement to use the small business capital gains concessions and also provided us with some further strategies to help reduce our potential tax liability.

Finally, as part of our goal to purchase a new business we have recently engaged Tactica Partners to manage our due diligence process.

In all of our dealings with Tactica Partners we have been very pleased with the proactive level of communication together with the timely delivery of their services. We have come to trust their technical ability and are keen to use them in helping us with all facets of our business activities.

Stuart and Dean Spyvee
Entrepreneurs

"I greatly appreciate the care and professional diligence shown by Tactica"

I have used Tactica Partners as my accountants for my drafting business Kyria Design since 2002. Tactica have always been proactive in making sure I meet all my relevant tax obligations and provide me with excellent summary reports as part of my year end reporting documentation. These summaries give me a snapshot of my historical performance and also provide commentary on any areas for improvement and future tax payments which helps me better manage my cashflow. I also participate in the year end tax planning program run by Tactica which gives me a good understanding of any year end actions that I can undertake to best manage my family group tax positions.

More recently Tactica Partners have been challenging me to think more strategically about my current business practices and to open my mind to possibly change the way in which I operate my business. I was very surprised to have a visit from one of the partners who gave me a copy of "the E- Myth" ( by Michael Gerber) as a resource to further develop my business thought processes.

I have greatly appreciated the care and professional diligence with which Tactica has attended to my business affairs and I look forward to further building on the strong business relationship that we have developed together over the past number of years.

Kerry Kyriakacis
Kyria Design

"We have certainly valued Tactica's efforts to service our needs over and above our requirements"

We operate a successful real estate business based in Karratha and over the past several years we have accumulated a significant property portfolio and net asset position. We have developed great confidence in using Tactica Partners to help us with our structuring in terms of asset protection, tax planning and wealth creation through utilisation of a self managed superannuation fund and other structures. .

Tactica partners have always been on the front foot when it comes to year end planning and we are always made aware of opportunities in a timely manner which is conveniently documented in a summary report and action plan. .

Finally we have been very pleased that Tactica have also been able to assist us with the preparation of our comprehensive estate plan which is a service we chose from their Focus Mapping System. We have certainly valued Tactica's efforts to provide us the opportunity to service our needs over and above our day to day compliance requirements.

Paul Brady
Principal - Karratha Real Estate First National

"We found the Tactica team to be very motivated and professional"

Card Received from Rudi & Amelia Strobl along with a lovely hamper

Recently we sold some property from a related unit trust and needed to find out if we could reduce any capital gains tax (CGT) by using the small business CGT concessions. Given the transaction was in the millions we sought a tax opinion from some specialist tax lawyers. The opinion (which was some 60 pages in length) resulted in a positive outcome and we were able to significantly reduce our tax liability by applying the various concessions. We were then referred to Tactica Partners to help us produce the relevant financial accounts and tax returns. As part of this process Tactica Partners worked very closely with the tax lawyers and were able to ascertain that some additional concessions were available to us which helped to further reduce our tax liability and spread the tax liability over a number of years.

Mark Hann & Chrissy Ross who worked with Strobls to achieve a fantastic outcome

We were extremely happy with the eventual outcome and in particular we were very impressed with Tactica's ability to work with the lawyers, communicate outcomes with us when necessary and complete the various accounts and tax returns in a timely manner. We found the Tactica team to be a very motivated and professional firm that we highly benefited from.

R&A Strobl

"Tactica Partners help us deal with other areas of importance to our financial wellbeing"

Tactica Partners have been very proactive in helping us deal with other areas of importance to our financial wellbeing. For example a couple of years ago we were not sure if our current level of superannuation was going to provide us enough wealth in retirement. Tactica Partners were able to work with PlanB (Financial Services Business) to provide us with a report that demonstrated we were on the right track to financial security. In addition we were able to identify that we needed to put together an estate plan to reflect our circumstances. Tactica Partners were able to work with Norton and Smailes (Tax Lawyers) to help facilitate the documentation of our wills and estate plan. We are very happy that these areas have now been dealt with in the correct manner.

Trevor and Gay Neaves
Energy West
Power Generation Specialists

"Tactica Partners are always pro-active in assisting clients"

Tactica Partners and Norton & Smailes have worked together on client matters over many years. Tactica Partners are always pro-active in assisting clients to best plan and manage all aspects of their finances.

In my observation many accountants talk about providing a "holistic" service to clients. Tactica Partners are among the few who actually deliver such a service to clients.

C McKie
Partner - Norton & Smailes
Tax Lawyers

"Tactica have consistently provided sound advice"

During thirteen years association with Tactica [and its predecessors, Howells Kidner] they have consistently provided sound advice and support in the structuring of a cost effective family trust and associated company arrangement together with complementary taxation arrangements for immediate family members. This assistance has covered a number of changes in family trust requirements over the period including its recent termination.

Our regular annual tax planning sessions have allowed us to progress with little concern over our fiduciary and financial liabilities.

Bob King
Director - Catali Pty Ltd

"We have often used Tactica Partners to help improve our business systems"

We have often used Tactica Partners to help improve business systems. For example last year we experienced significant tightening in cashflow.

Tactica helped us to focus on properly resourcing our debtors collection and provided us with a debtors collection procedure, working templates and scripts that were very useful in improving this area of our business.

Andrew Lodge
Managing Director - Bambury
Wholesalers of Quality Manchester