Business Client Questions

These are some questions to respond that we may make the most of our time.  This way, we can look to Add Value sooner rather than later.

Providing detailed information in advance helps us tailor our recommendations and make the most of our time together. It allows us to move forward more efficiently and focus on meaningful planning during the call, saving both time and potential costs.

Supplementary Form - Business
Entity type?
How is the current accounting being performed?
Is your business year-end December 31?
We currently do not accept fiscal year-ends
Is there any existing retirement plan set up for the business?