How To Go About It
Becoming a client of PT Partners is a straight-forward process - here are the steps to take.

How To Go About It

Step 1 – Make An Appointment

The first step is typically an initial meeting. This is where we gain an understanding of your specific circumstances and discuss how we can help. It is free-of-charge and without obligation.
 
To make an appointment, you can either:

 

  • Telephone us on (07) 3808 4499; or
  • Book an Appointment Online now

Step 2 – Let’s Get Together

Our initial meeting takes place. If you are unable to visit our office in person, we can also meet via Skype, Google Hangout or simply over the phone.
 
After our meeting, you are free to decide whether to move forward and become a client. Of course, you can also choose to take more time to think it over if you would like.


Step 3 – You Engage Us

If you decide to become a client, we will forward you our “Client Welcome Pack” . Included in this pack will be a form for your completion which formally appoints us as your accountant.


Step 4 – We Stay In Touch

Whether you’re coming on board as a client or not, you can stay connected with us through our regular email bulletins, Twitter feeds, and Blogs. 

Contact us by email or call us on 07 3808 4499
Level 3, Plaza Chambers, 15 Dennis Road, Springwood, QLD 4127