Four questions. What people ask before the day starts.
These are questions recorded for this address. Nobody pulled them off a results page. They are the ones owners actually ask before a close.
What arrives when the month closes?
Three things. Profit and loss for that month. A balance sheet on the last day. One line about what changed since the prior close. The line is where a quiet feed or a bill you had to name shows up in words. There is no task list beside the page.
If you want a sense of it before you hire anyone, picture last month with those three things and nothing else. That picture is the offer. A longer report with opinions in the margins is a different product.
What if an older month is still open?
Then the new day waits. Catch-up is a dated project with its own start and end. It is written up on its own page, older months. We will not fold that project into the regular close and call the price a discount.
The form asks for the oldest open month for this reason. Not knowing the month is an allowed answer on that form. The first call can find the month. Guessing a later month and hoping is how the hole stays hidden.
Does the monthly page include running payday?
No. What can sit next to the close is getting the company onto the pay service it already uses. The run, the approval, and the deposits stay with that provider and on your calendar. The close reads the registers after the fact. It does not operate payday.
If a quote you received bundled the run into the monthly page, bring that quote up on the call. We would rather name the difference than let two offers share one word.
Is the day a promise when statements are missing?
No. The day moves, and we say why. A missing statement, a feed that stayed quiet, or a question you have not answered yet are all reasons the page would be fiction if we sent it anyway. The refusal is the honest version of the offer.
When the missing piece arrives, the day can be set again. It is a calendar fact, not a mood. The day should be something you can put a finger on.
Who is on the call?
You will be talking to the Steven Palmieri practice. On the call you meet the practice Steven Palmieri leads, in the roles of Tax CFO and the Entrepreneur's CFO. Assurance work has its boundary written on the disclosures page, in one section. This page does not restate a credential we do not hold.
The call starts from the month you named. It does not start from a tour of services. A poor fit gets said out loud rather than smoothed over.
Follow the month from here.
Bring the question that is still open.
Add the open month to that note when you already know which one it is.
You will be talking to the Steven Palmieri practice.