INDUSTRIES & BUSINESS NEEDS
A conversation built
around your business.
Tell us how your business operates and which accounting, bookkeeping, payroll or tax preparation tasks you need help with.
Freelancers & consultants
Bring a summary of the services you provide, how clients pay you and how you currently track income and expenses. Discuss individual and self-employed tax preparation or ongoing bookkeeping.
Contractors & trades
Organize project invoices, business purchases and payment records. Explain your billing process and accounting questions so the team can discuss the scope of support you need.
Retail & online sellers
Identify your sales platforms, bank accounts and payment processors. Keep sales, fee and purchase records organized, and confirm the software and reporting support available.
Restaurants & hospitality
Describe your point-of-sale system, supplier invoices and payroll process. Ask how bookkeeping and payroll records can be coordinated for your business.
Real estate & property businesses
Prepare a summary of the properties or activities involved and keep related income and expense records organized. Confirm the reporting and tax preparation scope appropriate to your situation.
Startups & service businesses
Discuss LLC or corporation formation assistance, EIN application support, business accounts and initial accounting procedures as you establish your business.