Where things stand today.
A brief overview of the current situation, any outstanding issues or concerns, and the financial goals.
Short-term goals, long-term goals, specific financial milestones, and how the books have been handled so far.
Previous experience with accounting or financial services providers, challenges or pain points with them, and the software and systems involved.
Current accounting software or systems in use, any preferences or requirements for integration, and relevant compliance or tax information.
Any compliance issues or concerns, specific tax considerations or challenges, and unique business needs.
Any unique aspects of the business requiring specialized attention, specific expectations or requirements for accounting services, and preferred communication and collaboration.
How you prefer to communicate, how often you want updates or reports, and how your team collaborates.
Members of the team involved in financial discussions or decision-making, and what you want out of the consultation.
Specific outcomes or insights expected from the consultation, areas of focus requested, and any additional comments or questions.
