Key Points

  • Bring statements and existing records
  • List the questions you want to answer
  • Agree the scope and fee before work begins

Start with your most recent bank and business card statements, any existing spreadsheets or bookkeeping exports and a list of recurring income and expenses. If records are incomplete, tell us what you have rather than trying to fill every gap before the meeting.

Write down the questions you would like to answer: how to organize receipts, what a monthly close should include or how to prepare a handoff to your tax professional.

At the consultation, we review the current routine and agree on a scope and fee. Bookkeeping support and tax filing are separate services; personalized tax or legal advice requires the appropriate professional engagement.