Dear Dave,

Thank you for speaking with me today and for your interest in EWH Small Business Accounting.

During this strategy session we will evaluate 6 Keys areas:

  1. Ways to streamline your accounting process and reporting system
  2. How to simplify your recordkeeping
  3. Ways in which you may be able to reduce your accounting fees
  4. A Free Financial Statement Review and suggestions to improve your
    companies financial position
  5. Strategies you may be able to use to reduce your tax liability
  6. A complementary review of your tax return by one our CPA’s

At your discretion, you may wish to have a:

  1. Bank Statement
  2. QuickBooks report
  3. Tax Return available for reference.

These documents are helpful, but not necessary in reviewing these 6
keys areas.

Sincerely,

Dan Schneiderman
Inside Marketing Director
EWH Small Business Accounting
20670 Watertown Rd.
Waukesha, WI 53186
(262)649-3974
DSchneiderman@ewhsba.com

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