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Prospect AssessmentThe next step after an initial conversation.
The Prospect Assessment helps ABFI understand your business, current accounting environment, and operating complexity so we can determine whether ABFI is the right fit.
- Legal business name and entity structure01
- State of formation and time in operation02
- Primary decision-maker and contact information03
- Website and business profile04
- Current accounting system and processes05
- General financial and operational context06
No documents required. Exact figures are not required at this stage.
An information-gathering step, not a commitment.
Most owners complete it after a first conversation through the contact page or the calendar. If you are still deciding, why ABFI and pricing cover what we do and what it costs.
An information-gathering step for ABFI’s internal review. It does not create an engagement, obligate either party to move forward, or replace a formal engagement agreement.
No documents are required. Exact figures are not required at this stage. Most businesses complete the assessment in approximately 20 to 30 minutes.
ABFI does not provide tax preparation, tax filing, or CPA services. Tax preparation is performed by independent CPAs engaged directly by the client.