Thanks For Scheduling a call

I look forward to meeting with you!

To help us have a productive call, thinking over these questions ahead of time would be helpful.

1. How many business bank accounts do you have? Credit Cards?
2. Do you have any lines of credit or loans?
3. What other things do you want me to know about the finances of your business?
4. If you are interested in income tax preparation services, be sure to have your most recent personal and business tax returns filed handy for our call.
5. [Optional] 

   If you already use QuickBooks or Xero, you can invite me into your accounting software as the Accountant. This will help me get a really accurate pricing quote.

   Please use this email for giving access: [email protected]

   QBO: Click Here for Instructions for adding an Accountant User in QuickBooks Online

   Xero: Click Here for Instructions for adding an Accountant User in Xero Select the Business and accounting permissions.