New Accountant Checklist
Download our FREE New Accountant Checklist and prepare for a seamless transition to Safe Harbor Tax & Payroll.
KEY features
Preparing for Your First Meeting Checklist
Key Information & Documents
Questions to Consider
Additional Considerations
Clear and Concise
Free Downloadable PDF
Focus on Efficiency
Comprehensive Coverage
Benefits
Provides a structured approach to the initial meeting with a new accountant.
Ensures all necessary information is readily available, making the meeting efficient.
Helps anticipate potential questions from the accountant, allowing for better preparation.
Highlights important documents and preparation steps for a successful meeting.
Easy to understand and follow, even for those unfamiliar with accounting.
Accessible and convenient to use at any time.
Addresses key aspects of business finances, ensuring a thorough handover.
Testimonials
Great professionals here.... Valerie has gone way beyond my expections helping me with various accounting and tax issues. Everyone there treats you like you're their most important client.
Nancy Wallace
The Safe Harbor team is great. I own two small businesses and we use them for taxes and general accounting guidance. They are on-point, reliable, responsive, and affordable.
Dan Mutty
Highly recommend! Safe Harbor does my personal and small business accounting. They also have a wonderful spreadsheet that I use to track expenses for my rental property.
Ryan Hollien
Come visit us
Get In Touch
Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone
454 Washington Street (Rte. 53), Suite 1, Norwell, MA 02061
Norwell
MA, 02061
Location
Office:
454 Washington Street (Rte. 53), Suite 1, Norwell, MA 02061, Norwell MA 02061
Call
+13392142108
Email:
Site: https://safeharbortaxandpayroll.com/