CPA and Bookkeeping Houston AlternativePick a time to talk

Pick a time. The conversation does not start the work, and you can decide after it.

Leave a note instead
The George R Brown Convention Center, with the words Brown Center

What to have in front of you

Read what to have in front of you

The last month you trust is enough. If payday already has a provider, mention that in the first minute. You do not need a presentation or a perfect set of records. A sentence at the start of the call saves the opening.

The call is a conversation. Paid work on this practice begins after a written scope carries both signatures. If we think you do not need an engagement yet, we will say that.

Say whether you are comparing a large firm, a small shop, or starting from nobody. Say whether a lender has asked for a signed cover. The month you trust and whether payday already runs will steer the call, and the origin story can wait. If you only have the month, bring the month. The rest can be spoken.

Picking a slot sets a conversation with the practice. The footer phone is the same practice if the grid on this page stays empty. You can also send the note under the grid and we will read it before anyone calls. Bring the month you trust, and mention whether a payday already exists, and say whether anyone has asked for a signed cover. Those three points are the whole agenda. If the grid offers times that do not work, skip it and use the note. The person who reads the note is the person who would have been on the call. An empty grid is not a closed door, and the note under it reaches the same reader.

What the call will not do

Read what the call will not do

It will not file a return, close a month, or set up payday by itself. It will tell you which of those should happen first, and whether they should happen here. You can stop after the call. Nothing on the calendar creates a duty on either side.

If you are calling because July went quiet somewhere else, say that plainly. The useful part is who answers now, not a speech about loyalty to the prior firm. You are allowed to move the monthly work and leave a signer where a signature is required.

Choose a time

The time grid on this violet page is still drawing, and the footer phone reaches Steven Palmieri if the frame stays blank.

Send a note instead

If the grid is empty, the note still reaches the same practice.

Steven Palmieri, Tax CFO

You will be talking to the Steven Palmieri practice.

What to read next