What to bring to your first meeting
A little context can make it easier to explain what you need and decide what to ask next.
Write a short outline
Note what your business does, which business type describes it and how you currently keep its records.
List the questions you want to ask
You might want to discuss accounts, bookkeeping, payroll or what information is useful for your situation. You do not need to know the answer before you start.
Ask before sharing documents
Find out what is needed and how to send it securely. Keep passwords, bank details and confidential personal information out of a general enquiry.