Alliance Accounting highly recommends that you contact them to arrange an initial consultation. This meeting provides them with the opportunity to understand your business, your needs, and to gain an understanding of your situation. This also gives you the opportunity to ensure Alliance’s accountants are suitable for your requirements.
An initial consultation costs as low as $440. This fee is waived for the first consultation to give our accountants and you the oppurtunity to better understand each other.
What information does Alliance need from you?
In order to ensure you receive maximum benefit from the initial consultation, Alliance advises that you bring the following:
- Financial reports from prior years, including balance sheets and profit and loss (P&L) records
- Year-to-date reports, including balance sheets and P&L records
- Your tax return from the past financial year
- Your company profile and marketing materials to help Alliance better understand your business
- Your business plan.
What happens after the initial consultation?
Following the initial meeting, with your permission Alliance will contact your previous accountant to obtain any further documentation they may require. They will then work with you to ensure a smooth transition from your previous accountant to Alliance Accounting.