Profile
- General complexity
- Planning & Advisory needs
- High income
- Rental ownership
- Investments
- Complex disposition planning
- Disposition planning
- Foreign disclosure support
- Benefits from value adds
- Determine fit, scope, budget, deliverables, calendar
- Tax projection and year-end action items
- Projection, extension, payment, 4/15 action
- New year planning points
- File return
- Document goals
- Be available for life changes
- Repeat
Relavant dates for your:
- Planning
- Payment
- Advisory
- Compliance
Scope & Billing
- Define scope and key dates
- Overall 365 Day Target without scope change
- Change in scope (liquidity, income up or down, planning, law changes)
- Bill often and communicate
- Official bills are month-end or project completion
- Typical interval is a projection, extention, accounting, or tax return
- We track time and effort throughout the year
- As things add up (generally over $300) for small Q&Q, email, etc, we may bill
- Otherwise billable time wraps into the next project deliverable
- We tend to send detailed bills so you see how we are using our efforts
- We are a variable fee practice but attempt to set targets when practical
- Emails, file updates, inform of tax changes, etc… wraps into the overall bill
Onboarding
- Let us know you are ready to go
- Get engagement letter, standard retainer we bill against, secure document exchange
- Receive general info on document exchange and maximizing our time / budget
- Receive more info requests and questions
- Set next steps, typically another call
- Define value areas
- Continue to deliverable
No Ghost Policy
- Poor communication is costly and mutually detrimental.
- If we do not hear from a client within a month and 4 emails we may abruptly disengage.
- Surely life happens and that is fine, just let us know if you are unavailable to communicate.
