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
