A new accounting relationship
Start with the support your business needs. Then agree on the scope, records, timing, and responsibilities before work changes hands.
Discuss a change with DanFor contractors and established business owners in the Kansas City metro.
Start with fit
You can explore a different relationship before deciding to leave the one you have. Bring specific questions about the work and communication you need.
Plan the handoff together
Use this sequence to plan a transition with Dan. The actual work and timing depend on the engagement you agree to, authorization, and the records available.
Explain the business, what's missing from the current relationship, and any upcoming decisions or deadlines.
Confirm the services, fees, proposed start, and any work that needs to remain with another provider.
Approve contact with the prior firm and the records to request. You may need to supply documents or arrange access.
Within the agreed scope, review the information and identify questions, missing detail, or matters needing separate work.
Name who owns each pending return, extension, payment, and notice. Confirm deadlines and acceptance of the work.
Agree on the planning cadence, communication, and secure document process for the services you've chosen.
Explain what you need and any deadlines coming up.
Clear roles from the start
Valor's role
With your authorization, Valor can help coordinate the records and review included in the scope.
Your role
Your participation helps establish what can move and what still needs attention.
Information to discuss
The records needed depend on your business and proposed services. Start by telling Dan what's available; wait for secure sharing instructions before sending documents.
Keep deadlines visible
Before changing the existing arrangement, confirm who has accepted each open task. Include returns, extensions, payments, notices, and year-end planning as applicable.
Before you decide
A midyear change may be possible. Discuss the records, scope, upcoming deadlines, and when the work could begin. There isn't one right month for every business, and an introductory conversation doesn't change the existing firm's responsibilities.
Identify every open item before agreeing on timing. Confirm which firm will prepare or file it, which approvals are needed, and who will handle payments or notices. Sending records to Valor doesn't automatically make Valor responsible for pending work.
With your authorization, and where included in the engagement, Valor can help coordinate requests to the prior firm. What can be obtained and how long it takes depend on records access and the parties involved. You may need to provide records or follow up yourself.
Ask Dan which secure method to use before sending documents. Don't attach tax returns, identification numbers, payroll files, or account details to a general inquiry. Existing clients can use the client portal when instructed.
No. A review can help clarify the records, identify questions, and determine what further work may be appropriate. It doesn't guarantee savings, refunds, or a particular result. Agree on the review's scope and fee before it begins.
That depends on the services you need and the engagement Dan agrees to take on. Raise specialized, multistate, audit, assurance, or other complex needs early. Some work may need to stay with another provider. Fractional CFO support also has a separate scope from tax preparation and tax advisory.
Already a Valor client? Use the existing secure client portal when instructed.
Work directly with Dan
Discuss whether his tax advisory work fits your needs. For ongoing cash-flow forecasting and financial analysis, explore the separately scoped fractional CFO service.
Meet Dan Marlow