Customized for the desk of
Lisa Moreno
Hi Lisa, Thank you for setting aside time to talk about Riverstone. Three locations is the point where a practice stops running on instinct. Each office has its own production, payroll and overhead, and one of them sits across a state line, which changes your tax picture more than most owners expect. I put this desk together so you can see how we work before we meet. There’s a short message from me, a profile of our firm, our annual report on practice finances and a few guides, including the questions worth asking any CPA before you hire one. If you can, bring last year’s return and your most recent profit and loss, even if it isn’t split by location yet. I’ll show you what a Brightline month would look like for Riverstone. James Partner, Tax & Advisory