Start with a focused conversation about your business, current accounting needs, and where you need better support.
A focused first conversation designed to understand your business before recommending services.
We’ll discuss your current accounting setup, tax priorities, reporting needs, challenges, and what you want to improve.
We’ll determine where support may be needed, whether additional tax or business advisory work is appropriate, and whether Tina Worrell CPA is the right fit.
If there’s a fit, we’ll outline the appropriate services, scope, responsibilities, timing, and next steps.
Your accounting, tax, payroll, and advisory needs are evaluated individually so the engagement is built around your business.