What to bring
Bring recent bank statements, your current books, and the questions you want answered. If you hold money for clients, include your trust account records.
Working together
Let’s talk about your books.
Tell us about your business, what is working, and what keeps taking more time than it should. We will look at your current books and explain how we could help.
What we will discuss
We will talk through the condition of your books, what handing the accounting over to our firm would involve, and the services you need.
A careful start.
We review your records and starting balances, identify differences, and resolve them before relying on the new books.
Answers you can come back to.
Keep documents and explanations with the accounting, so you do not have to piece everything together again when a question comes up.
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