Chandler, Arizona
1807 E. Queen Creek Road
Chandler, AZ 85286
480-732-9898

What to Bring to Your First Bookkeeping Services Meeting June 9, 2017

What to Bring to Your First Bookkeeping Services Meeting, Chandler, Arizona

Bookkeeping services help you manage your company’s finances by keeping track of income and expenditures. Working with a CPA to fulfill your needs can also make it easier to prepare for tax season. Small business owners in Chandler, AZ, count on Steven M. Vogt, C.P.A., to help them organize their operation and plan for the future. Whether you’re just starting your business or experiencing a period of growth, contracting a professional bookkeeper will put you in a stronger financial position. If you’re meeting with an expert for the first time, there are a few pieces of information you need to bring.

Tax Documents

bookkeeping services Chandler AZBring your business’s tax paperwork, including all forms related to your entity type, general business expenses, estimated taxes, and employment taxes. If possible, compile documents from the previous five years to show how your business was formed and how it grew over time. This information helps your bookkeeper understand how much money your company brings in and can even help them recommend tax services that will benefit you and your employees.

Loan Statements

Debt is a significant part of your financial portrait. Depending on the type, you may need to pay fees, which can cost your business money, or it can make you eligible for tax breaks because you are investing in your company. When meeting with a CPA, bring all relevant documentation, including a mortgage or long-term property lease and small business loans for major equipment purchases, capital improvements, or new construction. Your bookkeeping service will help you keep track of your payments, so your debt doesn’t overwhelm your company’s finances.

List of Goals

Combining your bookkeeping services with general business accounting can help you achieve your goals. Since your service provider understands your daily and monthly expenses as well as your company’s history, they can help you develop a plan for sustainable growth. Writing a list of goals and concerns before your meeting is a great starting point for a productive dialogue.

The right bookkeeping service can transform the way you do business and manage your company’s finances. The professionals at Steven M. Vogt, C.P.A. are dedicated to providing personalized service that helps their clients get organized and prepare for success. Call (480) 732-9898 to schedule a consultation and visit their website and Facebook page for more information.

Other Announcements, Events and Deals from Steven M. Vogt, CPA
What Should I Know If I’m Tax Filing for the First Time?, Chandler, Arizona
If it’s your first time tax filing, you’re most likely intimidated. Between the confusing language and the myriad of complex tax laws, it can be difficult to determine if you’re doin...read more
What Documents You'll Need at Your First Tax Services Meeting, Chandler, Arizona
When the time comes to meet with your tax preparation agent, being prepared can make the process efficient, fast, and anxiety-free. It all starts with bringing in the necessary ...read more
What Documents You'll Need Before Tax Filing, Chandler, Arizona
Tax filing can be a confusing, stressful process, especially if you itemize your deductions or have multiple income sources. Even if you have a tax prep professional helping out with...read more
Do Business Owners Need Both Bookkeeping Services & CPAs?, Chandler, Arizona
As a business owner in Chandler, AZ, you know it takes a lot to keep your enterprise afloat. One question that plagues small businesses, though, is whether its necessary to have both...read more
3 Qualities of a Great Tax Preparation Professional, Chandler, Arizona
Tax season may be months away, but now is the perfect time to start planning. This time of year, tax preparation professionals have the time to take on new clients and develop p...read more