Step 3 of 3
Next steps
After you schedule, here's what happens next and what to prep so the review is clean and efficient.
What happens next
- >You'll receive a calendar invite immediately after scheduling.
- >We'll follow up shortly with intake details and next steps.
Prep checklist
- >Last 2 to 3 months of bank + credit card statements
- >Accounting system access (QuickBooks/Xero if applicable)
- >Payroll provider name (or reports)
- >Entity list + any prior year returns (if relevant)
Need help? Email info@ejcfinancial.com.
Need to change the time? Use the reschedule link in your calendar invite.
If you haven't scheduled yet, go to contact to book.