Plan Management

Our Process

| Service Agreement |

Tropical North Bookkeeping has a dedicated process designed to help get to know you and build a strong relationship. This will ensure I can deliver the best possible NDIS funding use budget for your needs and help you achieve the most out of your life.

The first step is establishing that connection and getting to know you as a person first and foremost. Then, I’ll identify all of your needs – including helping you discover the ones you may not have considered.

Thirdly, I’ll formulate a plan to help you move forward, including identifying how I can help and how much it will cost. Then you and I will work together to set up all of the support required for you to flourish. This includes hours required for administration tasks / bookwork, plan management and budget developments.

Once this has been implemented we will review what is working and what isn’t and make any changes that are required.

Enjoy a long-term plan that’s tailored to your needs and operate independently.