Preparing for the first meeting with an accountant can be daunting. You may feel the need to bring every document you can lay your hands on but still worry you’ve left something behind. So that you’re not left in the dark about what you will and won’t need, at Summit Strategies Chartered Professional Accountants, we’ve written down some information that will help you prepare for an initial intake meeting with your accountant for your new business.

Anyone needing tax, accounting, bookkeeping, business advisory, and farm tax services can directly connect with a Chartered professional accountant. They are trained to help you with financial matters by providing solutions and suggestions.

Dealing with taxes is a tedious job. Even if you hire a professional, certain things need to be kept in mind to ease the process for them.

Often, we have clients come to us at the last moment, hoping for us to use a magic wand on their chaos. We are not magicians. There are certain pointers that people should keep in mind before bringing in their taxes to us.

Running your business and keeping track of your financial obligation can turn overwhelming and challenging at times. And like most business owners, you may not have the necessary expertise to ensure compliance in all accounting and tax disciplines. For that reason, it is advisable to employ a qualified financial advisor and accountant to handle all the financial aspects of your business. With the assistance of a certified accountant, you can hold onto more of your hard-earned money and get a leg up on your business’s long-term financial planning.

We are delighted to announce the launch of our new website!

New Website Coming Soon!