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 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