You have one question, and you do not want to send the whole file to ask it. Short answers live on this page and your own numbers wait for a call with Steven Palmieri, a Tax CFO and the Entrepreneur's CFO.
We do. You keep running the shop, the route, or the crew. At month end we match the bank, post what is still missing, and hand you a month you can read. If something will not tie, you hear about it before a report goes out with a shrug in it.
The records inside your own systems stay your responsibility. We flag a feed when it arrives incomplete. We do not rebuild a month from a stack of photos of receipts unless that is the scope we both signed.
The call is 30 minutes. We ask what you want kept current, when the last month closed, and whether the year still has a decision in it. We say what an engagement would include and what it would not. When an engagement would be premature, that is said on the same call.
Calls stay on the phone rather than in a room you have to visit. The records stay in the systems you already use, and we read those records with you on that call. The first conversation is 30 minutes, and it does not open a client file.
A signed audit, review, or compilation is not work we do. Representation in an exam is not work we do. Sending the actual pay is a button on your payroll account, and this page does not press it. Those nos are on the disclosures page in full.
Every Texan knows the Gulf keeps summers hot and humid and winters mild. We can all feel that year. We still ask whether the slow months and the busy months are both sitting in the books.
The last statement you trust, the name of the payroll provider you run, and any notice that has a date on it. Those three items are plenty for the opening conversation. You do not need a perfect file, and you do not need to photograph every receipt the night before.
If a partner or a spouse also signs on the company, say so. Some forms need more than one yes. We would rather know that on the call than discover it after a draft is already written.
Phrase the question the way it would sound across a table, in one or two sentences. We can usually tell from that sentence whether the answer lives in the books, on a form, or in a choice you have not made. If it lives in the books, we ask for the month. If it lives on a form, we ask for the year. If it is still a choice, we say so and we stop, because a choice is yours.
Type the question the way you would explain it to a partner.
You will be talking to the Steven Palmieri practice.