CPA and Bookkeeping Dallas AlternativeA timeChoose an hour to talk about the monthly close and the return.
Bring where the books stand, or say you want payroll set up. Steven Palmieri, who is our Tax CFO and the Entrepreneur's CFO, spends that hour on the file.
Talk about the books
What to have nearby
A messy drawer is still a usable start. Know the oldest month you would not call closed, and know the names of the people you already pay if there are two of them. If a date is pressing, the twentieth or May, say that too.
The hour is a conversation only. You can leave with the oldest open month named and with nothing hired. We will tell you if the next step is a close, a return, or something the Disclosures page sets aside. Leaving the hour without hiring us is a fine ending.
If two people already work for you, you should not have to tell the same month twice. One hour covers the close and the return, and you leave with one next step.
If the calendar drags, the number printed in the footer reaches that same person. There is no second number.
What the conversation is for
Bring the oldest month you would not call closed. If you have two people already, bring their names, not a defense of either one. If a date is pressing, the twentieth or May, say which one. Naming that month is the whole start of the hour.
We will ask whether the bank and the books agree, and whether the return is still ahead of you. If the request is one the Disclosures page sets aside, we will say so. The rest can stay in the conversation.
You should leave knowing three things. Which month would be closed first. Whether we can do that work. What we will not pretend to do. The cost comes after we have seen the shape of the file. We say that cost out loud before you commit.
Nothing in the hour starts the paid work. A written scope that lists the close, payday setup, and this year's return is what opens the paid months. Until then the page, the form, and the phone are just ways to reach the same person.
If a written note is easier than the calendar, the form on this page takes the month in writing. Both paths reach Steven Palmieri. Neither one is a second practice.
Bring a quiet corner and the oldest month. One open month on the table is enough to begin. One month is a real start.
Dallas Market Center on Stemmons holds buyer shows through the year, and we can walk those floors the same as you do. If your busy week is one of those, say which one when you pick a time. Then we still start with the oldest open month, because the show does not close the bank.
Choose a time
The calendar stays off this page until you open it, so the page can load at the top. The number printed at the bottom of the page still reaches Steven Palmieri about the monthly close and the return.
Or leave the month in writing
If today you would rather skip the calendar, write where the books stand.
You will be talking to the Steven Palmieri practice.