CPA Firms Fort Worth AlternativePick a time to talk.
You can put a conversation on the calendar from wherever the company runs. The month you want closed is enough to start. A packet can wait, and the drive across town is not how the close gets done.
What the conversation is for
Read What the conversation is for
We will ask when the books were last truly closed, whether payroll is already on a provider, and what you want decided before the year ends. You will hear whether the next step is a cleanup of open months or a monthly rhythm. When the job is not one we should take, you will hear that on the call.
The calendar holds a time. It does not start the work and it does not charge a fee. An empty calendar frame just means you have not opened it yet. Use the printed phone number if the frame stays empty.
Bring one question. A messy year can be described in a sentence. The documents can move after we agree on a way to receive them. Nothing on this page is your file.
If the only thing you know is that the year feels late, that is enough to put on the calendar. We will sort out whether the lateness is open months, a payroll file that never got mapped, or a return that is waiting on both. Come without a solved year. That is allowed. You do have to arrive as the person who can say what the company actually does.
Before you pick the time, ask who closes your month in July. We answer with a name.
Open the calendar when you are ready
The frame stays blank until you ask for it or until you have scrolled it into view. That way the page does not jump when the scheduling tool wakes up.