Corporate Bookkeeping Intake Meeting

Service Description

Your Corporate Client Intake Meeting is our opportunity to get to know your business, understand your bookkeeping and accounting needs, and set up a process that works for you. During this meeting, we will: Learn about your business and how it operates Review your current bookkeeping, payroll, and tax requirements Discuss your accounting software and record-keeping processes Identify reporting deadlines and compliance requirements Determine the services that best fit your business needs Review how documents and information will be shared Answer any questions you have about our services Develop a plan for working together moving forward The goal of this meeting is to ensure we have the information needed to provide accurate, efficient, and proactive support for your business. What to bring: Incorporation documents (if applicable) Business Number (BN) GST account information Payroll account information (if applicable) Access to accounting software or reports Recent financial statements or bookkeeping records Any questions or concerns you'd like to discuss By the end of the meeting, you'll have a clear understanding of our services, our processes, and the next steps to get your bookkeeping and accounting on track. You focus on running your business. We'll help keep the numbers organized.