Your First Meeting

Understanding You

When we have our first meeting we find out:

• Where you have come from

• Where you are going

• How you intend to get there

• How we can help you to achieve it

Helping You

We will also:

• Examine your current problems

• Discuss how we will handle your financial affairs to free you up to do what you do best – run your business properly

• Complete our 20 point service expectations form which will allow us to provide you with peace of mind

• Agree our fixed fees

• Introduce you to the people who will be working for you

• Document and confirm in writing what we have agreed to do for you

• Arrange a free tax review

• Share our own experiences from running our own business ourselves

• Enjoy a great cup of coffee!

We have been doing what we do best for a long time now. Let us help you to do your best.

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