Schedule Your Discovery Call
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Relevant Financial Documents
-Gather all necessary financial documents such as receipts, invoices, bank statements, and expense reports.
-Ensure your documents are organized and easily accessible for reference during the call.
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Online Accounts
-Verify that you have access to all relevant online accounts (e.g., bank accounts, financial software).
-Have your login credentials ready in case you need to access these accounts during the session.
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Previous Reports
-Have your most recent financial reports (e.g., balance sheet, income statement) ready for review.
-Ensure any discrepancies or questions are noted for discussion.
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Questions and Concerns
-Prepare a list of any specific questions or concerns you want to address during the call.
-Think about any upcoming financial decisions or changes in your business that may impact your bookkeeping.
Before your session, please ensure the following items are prepared. We appreciate your cooperation!
Keeping in mind everyone’s safety and ensuring a smooth session, please review the following items before your discovery call. We thank you for your cooperation!