What Should I Bring To My Initial Consultation?

Chartered Professional Accountant James Walker Free ConsultationChartered Professional Accountant James Walker offers a free initial consultation so you may come in a discuss your financial situation. He will provide you with the information you need to make an informed decision regarding your accounting needs. You will also get a sense of our business values during the consultation. This is a great time to address any questions or concerns regarding specific problems or opportunities.


What to Expect:
  • Discussion of your business and its goals
  • Discussion on different ways you can structure your business
  • Information to help you determine if Jim Walker is the right accountant for you
What to Bring:
  • Any questions regarding accounting your may have, specific or otherwise
  • Recent monthly bank statement and/or credit card statement
  • Most recent annual financial statements
  • Any other information you feel you need to discuss with Jim

This is only a guideline so don’t worry if you are missing something. We look forward to seeing you.