If you are looking to upgrade your tax and accounting services so you can get control of your finances, the next step is to schedule a free meeting.
We call this a discovery meeting because we want to learn about your business, your goals, and how you track your business finances. We also need to know who owns the business and what are the locations where your business operates. It’s helpful for us to understand how long you’ve been operating and what your current accountant does for you.
This is a time for you to explain what you expect and are looking for in your accounting partner and for us to make sure that we are a good fit to meet those needs. Many times we help business owners who have been burned by last-minute bookkeeping and tax services. Not only do we keep your books current, but we also do high-quality tax planning for small businesses. We will be honest with you if your needs are outside our wheelhouse.
Payroll is another topic we typically discuss. It’s critical to work with a provider who will collect and pay in all the taxes like clockwork so that you don’t get hit hard with penalties that add up fast.
This is also your chance to ask questions. You can feel free to ask us about the tax issues you need help with. We won’t be able to give tax advice on the spot, but we will put together a plan to give you the help you need.
If we are a good fit for your business, we will request some documents so we can move forward. These will typically include:
- Your most recent business tax return
- An invite to access your QuickBooks Online if you currently use it
- Your personal income tax return
We ask for this information so that we can give you a fair and accurate quote on all aspects of the work, including tax planning. Beware of the lazy accountant who gives you a price with minimal information. They will probably be back soon asking for more money or worse yet, they may give your accounting and tax work the same low level of effort. As we put together a proposal for you, we will also be on the lookout for tax-saving opportunities. We love to spot significant tax savings right off the bat.
We will get back to you within a few days to give you a clear explanation of exactly what accounting services we will provide with clearly laid out pricing. Unlike many other accountants, we will also give you a few options to customize the services so you get exactly what you need. Click here to schedule a time that’s convenient for you. You can talk to us in person, by phone, or on a video call. We are happy to help you find peace of mind and tax savings.