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To start we need three things: the general ledgers for 2023, 2024 and 2025, the business plan or budget, and a short half-hour call about how the company runs. You then receive a draft report within four weeks.

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A first call takes half an hour and covers how the company runs. Pick a time in the calendar.

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This information is general. It does not take your specific situation into account and is not tax advice.

Updated 21.09.2026