RUTHVEN JACK & ASSOCIATES
Business resources
Prepare for a useful conversation about your business.
Use these preparation checklists to organize your questions. They are starting points for a discussion, rather than filing instructions or personalized financial advice.
ACCOUNTING & PAYROLL
Make your next review more productive.
Know what to discuss before reviewing your accounts or payroll.
View the checklist
BUSINESS PLANNING
Give your next decision a clear starting point.
Organize the questions, objectives and information that matter.
View the checklist
FINANCING PREPARATION
Build a stronger brief for your next move.
Start preparing for a useful financing proposal discussion.
View the checklistBefore an accounting or payroll review
Note your accounting system, the reporting periods involved, the tasks you currently handle internally and the areas causing difficulty. Ask the team how to share records securely.
Before a business planning discussion
Write down your business objectives, the decision you need to make, the main constraints and what success would look like. Identify the information you already have.
Before a financing proposal discussion
Describe the purpose of the financing and the business plan behind it. Ask which financial records and supporting documents the team needs before sending files.