PRACTICE NOTES / 3 MIN READ
New plans. Different numbers.
Hiring, expansion or a change in ownership: when to involve your accountant.
The first useful step is often a clear description of the question you are trying to answer. You do not need to arrive with every document or know every term.
Tell the story behind the change.
A new location, service or team can alter how information is collected and discussed. Explain the intended change and the timeline before assembling a large set of records.
Identify the people involved.
Write down who makes decisions, who prepares information and who needs to be consulted. A change can involve several advisers; clarify the boundaries of each person’s work.
Agree what happens next.
Ask what information is needed and which questions require separate professional input. Avoid treating an early discussion as a finished plan; record the open issues and the next step.
TAKE INTO THE CONVERSATION
What has changed? What needs explaining? What happens next?
General preparation questions for this fictional template. Not individualized financial or tax advice.