Before we talk
The audit questionnaire
Six questions, about ten minutes. Answering them beforehand means we spend the call on what's actually happening rather than on background.
Six questions, about ten minutes. Answering them beforehand means we spend the call on what's actually happening rather than on background.
A rough number is fine. I'm looking for scale, not precision.
Every sponsor means a different portal, form, and set of rules. This number usually explains more than any other.
Practice staff, a family member, nobody. Be honest if the answer is nobody.
Email, calendar, spreadsheets, a notes app, anything else. Including “nothing formal”.
An unpaid fee, an unfiled expense, a reply you owe someone. Something specific.
This one matters more than it looks.
When you've filled it in
Thirty minutes. Send your answers to [email protected] beforehand, or bring them with you.
See available times