With a conversation about your business, the work you need help with, and how your records are organized. The scope should be clear before an engagement begins.
Can this work with an existing accountant?
A handover can be planned around the information and permissions needed. The first step is understanding which work is moving and which is staying where it is.
How is the scope agreed?
Services, responsibilities, timing and fees belong in a written engagement. This demonstration does not quote or enter into a real engagement.
What should I bring to a first conversation?
A short description of your business and the question you would like to resolve. Financial documents can wait until a secure process is agreed.
Is the guide a live adviser?
The guide on this demonstration points you toward relevant pages. It is a preset navigation tool, not a financial adviser or a connected AI service.
§06 · A place to begin
Make the next conversation count.
Bring a question, a plan, or a stack of things you have been meaning to sort out. There is a useful place to begin.
