Get started with a consultation of your current business status or your tax needs!
To understand how you run your business, especially the accounting side, and see how we may be able to help you and your business.
To acquire necessary client information to explain our tax preparation process, prepare your returns, and discuss your tax results.
After all documents have been finalized, this is the first official meeting with a new client to inform the client of key deliverables, timelines, and other essential details to help everyone get on the same page.
To review all bookkeeping items and months/years covered in the historical cleanup and/or catchup. The main 3 financial statements will be reviewed. Additionally, areas that are working properly and areas needing improvement will be discussed.
To review all of your business' monthly financial statements. Together, we will discuss areas that are working properly and areas needing improvement.
To discuss the CFO services we provide and to determine how we may assist you and your business.
Are you interested in becoming referral partners or collaborating? Let's meet virtually to learn more about each other and see if we can work together.