Bring the records that show how your business operates.
A clear view of your structure, income, expenses, and payroll helps make the conversation useful from the start.
Helpful documents
- Business records. Registration or entity documents, including LLC, S-Corp, or C-Corp information.
- Income and expenses. Records that show what came in and what went out.
- Payroll information. Payroll records and reports, if applicable.
- Your next question. Bring the decision you want to make with more clarity.