I recently met with a potential new client. They were a referral for an existing business client. The fact that he was a referral helped because he already knew the value that I could bring to his business. During our meeting we were hired.
The gentleman come to the meeting reasonably well prepared. He had his list of questions and went through them all, including all of the tangents that both our answers brought forth.
He had started his business which is a consulting business. He has a couple of clients and is starting the marketing process to grow the business.
For records, he has saved all of the receipts since the start of the business and even had the foresight to get a business bank account. I was impressed.
We discussed tax plans for the end of 2014 and growth and marketing plans for 2015.
This was a prime example of the timely meeting with a CPA for a new business. The only change I might have discussed and tried to have the client do different was create an S- Corporation instead of an LLC. Otherwise I am impressed with the timing and decisions and attention to detail.