Mapping Your Journey: Key Questions for Insight

Bookkeeper and business owner meets for strategy meeting

Our Consultation Meeting Questions

  • What type of business entity are you operating (sole proprietorship, partnership, corporation, etc.)?
  • How long has your business been in operation?
  • What are your primary business activities or services?
  • Do you have any specific accounting or bookkeeping challenges or concerns?
  • How do you currently handle your financial records and bookkeeping?
  • Are you using any accounting software or tools?
  • Can you provide us with your financial statements and tax returns for the past few years?
  • What are your current revenue and expense streams?
  • Do you have any outstanding loans, debts, or liabilities?
  • What are your short-term and long-term financial goals for the business?
  • Are there any specific industry regulations or compliance requirements that apply to your business?
  • Are there any unique or special transactions that we need to be aware of?
  • Are there any anticipated changes or expansions in your business in the near future?
  • Do you have a budgeting or forecasting process in place?
  • Are there any specific tax planning or optimization strategies you would like us to consider?
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