During this appointment, we will discuss your goals, concerns, review your investment portfolio, and develop a course of action for the following appointment.
During this appointment, we will have a discussion about your taxes, finances, income, debt, and investments. Additionally, we will review your previous tax returns, and review tax strategies.
During our meeting, we will discuss:
1. Background of your business
2. Your business plans/goals
3. Your business needs/concerns
4. Your accounting/bookkeeping process
5. How our business can help you and your business
6. Communication
7. Pricing model
8. Next steps
