The first meeting sets the tone for the whole relationship. With a little preparation, in one hour you will have a clear picture of your situation and a plan for the coming months.
What to bring
- Your last tax returns (quarterly and annual).
- Invoices issued and received this year.
- Bank statements of the business account.
- Contracts, loans and any notice from public offices.
Questions you should ask
Ask exactly what the fee includes, who will look after you, how you will send the documents and how quickly they answer. A good advisor answers clearly and puts it in writing.
The best advisor is the one who calls you before the problem, not after.
What you should take away
A list of the deadlines that affect you, a closed fee and the next steps. If you leave with doubts, it was not a good first meeting.
