Meet with your Financial Accountant & Bookkeeper!

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Before the meeting:

Set an agenda: Identify key topics you want to discuss, like tax planning, budgeting, financial reports, or specific business concerns.

Gather documents: Bring relevant financial statements, tax returns, bank statements, and receipts.

Prepare questions: Write down any questions you have about your finances, investments, or accounting processes.

Choose a format: Decide if you prefer to meet in person, virtually, or by phone.

During the meeting:

Introduce yourselves: Briefly share your current financial situation and any major changes since your last meeting.

Discuss your agenda: Go through each topic in detail, providing your accountant and bookkeeper with relevant information.

Ask questions: Don't hesitate to clarify any points or express any concerns you might have.

Take notes: Keep track of key takeaways, action items, and deadlines.

Decide when you'll touch base again and what information you need to provide in the meantime.

Additional tips:

Be open and honest about your financial situation.

Be prepared to answer questions about your spending and income.

Be clear about your goals and expectations.

Be respectful of your accountant and bookkeeper's time.

By following these tips, you can ensure a productive and informative meeting with your financial professionals.

Meet with your Financial Accountant & Bookkeeper!

Published: December 14th 2023

Owner