Client Advisory Services as Part of A-Z Services Services Package by

Initial Discussion Call:

Within 1-3 Days from Sign up

- Introductory meeting to establish a relationship, 

- Reviewing the Terms of Engagement and Purchases

- Get familiarized with Client’s Business by following the   
Discovery Call Standard Operating Procedures.

First Advisory:

Within 7 Days from Sign up

- Recap on Deliverables to and from the Client 

- Review in detail the features from a Client Facing Portal
point of view      

- Recommended ECE, deliverables and Instructions     

- Review bank Synch, Chart of Accounts and adjust as
needed for the business

- Demonstrate categorizing transactions and creating
journal entries      

- Run and review the Balance Sheet and Profit and Loss
Statement.      

- Look for negative balances and high expenses that do
not appear to be ordinary and necessary for the
business.

Tax Planning:

within 30 Days from Sign Up

- Follow up and ensure full engagement of the Discovery
and Advisory #1 Appt

- Provide tax advice based on engagement through a
Tax Planner 

- Address proactive tax planning and position through
advice and review

- Check up to ensure compliance and up to date
documentation and books

Future Tax Planning:

Every 2-3 Months

- This is now mandatory

- Offer to schedule an appointment between 1-3 Months
out

Year End Tax Planning:

During Q4

- Review bookkeeping to ensure that books are up to
date, no negative balances, usual amounts that may
NOT appear to be ordinary and necessary for the
industry

- Run the Tax Planner and provide proactive tax planning
such as retirement strategy, making estimated taxes,
etc.  

- Address proactive tax planning and position through
advice and review

- Check up to ensure compliance and up to date
documentation and books