Whether you run a business or want to get your personal finances in order, utilizing professional accounting services is an excellent way to ensure every financial task is completed with accuracy and care. If this is your first consultation with a CPA, you may be worried about the process and what you should bring. Luckily, you can make your first meeting a productive one simply by taking these preparation tips into consideration beforehand.

Accounting Services: 3 Preparation Tips for Meeting Your Accountant

1. Know Your Financial Goals

Before the day of your meeting, consider your financial aspirations for either yourself or your business. These ideas can include both long- and short-term concepts and can be as vague or precise as you want them to be. Don't worry about going so far as to propose a process to achieve these goals because your accountant will handle that aspect. You simply need to have an idea of where you want to go financially, and they can identify the best method to get there.

2. Compile All Necessary Documentation

It's also a good idea to prepare for your meeting by compiling all the documentation your accountant will need. The required items are usually dependent on the types of accounting services you're seeking. For bookkeeping or a business consultation, you'll need a variety of financial statements, including cash flow sheets and monthly expense documents. Individuals should bring in documentation of current assets, income, and bills. If you're unsure about what you need, just ask your accountant ahead of time.

3. Don't Be Afraid to Ask Questions

It's also important to ask questions regarding all aspects of the accounting services in which you're interested. These inquiries can revolve around pricing, processes, and general information. Compile a list of questions through the weeks leading up to the event, and bring this list with you so you don't forget anything.
 

For accurate and efficient accounting services in the Litchfield, CT, area, turn to Dianne M. Saunders, CPA. The firm is owned and operated by an accountant with more than 25 years of experience serving the financial needs of Litchfield County businesses and individuals. From tax preparation to estates and trusts, they're committed to exceptional service. Learn more online, and schedule your consultation by calling (860) 567-3022.