STEP 1 – INTRODUCTION MEETING
First, we want to get to know you and your company. Whether this meeting takes place in person or on the phone, this is your chance to talk about your company, how you started, the challenges you face, the concerns that keep you awake at night. This is also our opportunity to understand where you want to go, what changes you want to see in the future and how those changes will impact you and your company. So we ask a lot of questions and mostly listen to ensure we understand what you care about and what you want to accomplish.
This is also your chance to pick our brains about anything you want to discuss. You can ask about anything on your mind (compliance issues, debt acquisition, staffing, company structure, challenges you are facing, etc). Remember there is absolutely no cost to you so we hope we can provide some valuable insight during the process.
At the end of our meeting we will ask for access to your accounting file so we can perform a financial review. This could mean a backup of your accounting file if using a desktop version of QuickBooks, or an invitation to your online QuickBooks account or access to your NetSuite account, Xero profile, etc. Don’t worry about how. We will work with you on the best way to give us temporary access so we can begin the next stage.
Now, if at the end of our introduction meeting you have received what you need (insights, answers to your questions, etc) and you do not want to go further…Then, we are glad to have provided some assistance and we can stop the process. Perhaps you want to delay the next step…that is okay too. But at this point with access to your accounting file we will do all the work and there is more insight available in the coming days.