Welcome Aboard! Your New Client Meeting is Booked!
Please check your email for a confirmation of the meeting.
Before your New Client Meeting (this list is also in your confirmation email):
1. Have your routing number and checking account number so that we can set up your auto-draft. We will also discuss if your "no surprise" limit is realistic based on our file review.
2. Set temporary passwords to your online logins so we can retrieve statements from:
-bank accounts
-any credit cards you use for the business
-merchant accounts
-paypal accounts
-website shopping cart accounts, etc.
We will not use or retain these logins, but will have someone pull the documents we need during your
Meeting. You can reset your password after your appointment.
3. A copy of the last tax return you filed.
4. If you have a file folder of all of your receipts, even if you have already entered them, we will quickly scan them for you, so you will have a complete set of electronic records for the year. No need to organize them, just bring in the folder or shoe box or if you are out of town, you can scan or email them to us. We can provide you with more complete instructions during you onboarding appointment.
5. Think about what you would like to know about your business or what your major pain points are so we can plan out the solutions.
1. Have your routing number and checking account number so that we can set up your auto-draft. We will also discuss if your "no surprise" limit is realistic based on our file review.
2. Set temporary passwords to your online logins so we can retrieve statements from:
-bank accounts
-any credit cards you use for the business
-merchant accounts
-paypal accounts
-website shopping cart accounts, etc.
We will not use or retain these logins, but will have someone pull the documents we need during your
Meeting. You can reset your password after your appointment.
3. A copy of the last tax return you filed.
4. If you have a file folder of all of your receipts, even if you have already entered them, we will quickly scan them for you, so you will have a complete set of electronic records for the year. No need to organize them, just bring in the folder or shoe box or if you are out of town, you can scan or email them to us. We can provide you with more complete instructions during you onboarding appointment.
5. Think about what you would like to know about your business or what your major pain points are so we can plan out the solutions.
