Four questions that show up with the letter.
Can the month still be open?
Yes. When the statement and the books disagree, the close comes first. Guessing ahead of the close would be a guess, and we will name it as one. An open month can sit beside the letter. It cannot be the number on the letter.
Who runs payday?
Setup can sit with us. A provider is opened in your name. After that, you run payday. We do not run payday, and we do not take over an examination if an agency opens one. We collect only the records that notice lists.
Who prepares the return?
We can prepare the company return from the months we closed, once you want that. The envelope does not force the decision. The return waits until the equipment list and those months agree.
A lender letter that asks for a signed report.
If the ask is a signed audit, review, or compilation, the first call names it and points it outward. The disclosures page is the full boundary. The rest of the work, the books and the return, can still stay here.
A question is easier after the month has a name.
A question about the books is easier once you can say which month is closed and which month is still a pile. Name the month, and the answer can be short. Bring the date on the envelope if you have it. The questions under this heading are the ones owners ask after that month has a name.
Ask it the way you would ask a neighbor who already knows the shop. You do not need the category name. "The truck is on the list and it was sold in June" is a complete question.
We will not dress the answer up. If the next step is one afternoon with the letter, we say one afternoon. If the file has been quiet for years, we say that too.