FIRST MEETING

what to bring

To assist with your first meeting, please consider the following list and bring with you any relevant business and personal documentation:

  • Previous and current years financial information and details
  • Listing of any financial interests and share holdings
  • Trust details, if any
  • Contact details for yourself, partners, bankers, lawyers, other advisors
  • Listing of IRD numbers or other details
  • A brief outline of what you require from your Accounting team
  • Copy of business plans and/or budgets if applicable