You are ready to talk, and you want the 30-minute call while the year can still be decided. The calendar stays unloaded until you tap the button, the call is still 30 minutes, and that time is with Steven Palmieri, a Tax CFO and the Entrepreneur's CFO.
Use the calendar for a first conversation about the books, the return, or a plan while the year is open. Have the last closed month in mind. Not knowing that month is a fair opening, so say the month is unknown.
A hold on the calendar does not hire the practice. Hiring is a letter that names the books, the return, or the plan, with a signature from each side.
Open it with the button above the frame. With scripts off, the line under the frame stays on this page and the phone number along the bottom of every page still reaches this same practice. A script is only what loads the calendar after you press the button, and the conversation itself does not depend on that script.
Every Texan can appreciate the Kemah Boardwalk, the rides and restaurants on Galveston Bay, with no charge just to walk it. We like a walk too. The calendar here is a conversation, not a ticket.
The last month you trust, the thing you want decided, and whether the return for a prior year is already filed. If you only know one of those, bring that one. We can spend the 30 minutes on the gap instead of pretending the file is tidy.
A time on the calendar and a note in the form reach the same practice. Pick the door that matches how you like to start, the calendar when you already know a day or the form when you only know the question. You do not owe a second message unless you think of a fact the first one missed, such as a notice with a date or a partner who also has to agree.
If you are booking for a company with more than one owner, say who will be on the call. We can explain a form to the person who will sign it. We cannot collect a yes from someone who is not there. A 30-minute call is enough to learn whether the books can carry the work, and it is enough to say so when they cannot. If the months are open, we will say that the first work is the close, and we will not pretend a calendar hold is the same thing as an engagement. Bring the question you most want answered and leave the rest for the letter. If you already know the last month the bank agreed with, say that month by name so the call does not spend its minutes hunting for it. Naming the month the bank last agreed with gives the call its starting point. We can spend the rest of the call on the decision you still have time to make.
If you would rather write than pick a time, say what the call should cover.
You will be talking to the Steven Palmieri practice.