Welcome to our accounting firm! We are excited to have you as our New accounting client checklist. To ensure a smooth transition and effective collaboration, we have put together a comprehensive checklist for new accounting clients like yourself. This checklist will help us gather the necessary information and documentation, allowing us to provide you with the best accounting services tailored to your unique needs.

1. Initial Consultation

The first step is to schedule an initial consultation with our team. During this meeting, we will discuss your accounting needs, goals, and long-term objectives. We will also explain our services, processes, … Read More