As an expert income tax preparer and personal financial coach, we are here to guide you through the intricacies of your finances. Our small business bookkeeping and consultation services aim to provide you with the support you need to thrive. Located in Syracuse and Long Island, NY, we also offer virtual services for your convenience.
Guidelines for Appointment Scheduling
Insights Before Your Appointment
Clarify the essential steps for clients before their appointment, such as organizing relevant financial documents or discussing specific tax concerns.
Policy on Rescheduling or Cancellations
Adopt an effective scheduling system to minimize missed appointments. Implement clear rescheduling and cancellation policies for smoother operations.
Financial Arrangements Protocol
Outline crucial information such as required deposits, fees for cancellations or late arrivals, and acceptable methods of payment.