PRACTICE NOTES / 3 MIN READ
Before the year-end rush.
Records, deadlines and open questions to gather before your year-end meeting.
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.
Begin with what has changed.
Describe changes in your business, working life or responsibilities since the last conversation. A new colleague, different workflow or planned decision may provide useful context before anyone asks for documents.
Make responsibilities visible.
Ask who prepares each part of the information, who reviews it and how questions are handled. Agree the relevant dates and the secure channel to use for records.
Leave with a next step.
Write down the open questions and who will follow up. A useful meeting should leave you clearer about the proposed work, the information needed and what happens next.
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.