This document provides an overview of a meeting between an accountant and their client. It includes an agenda for the meeting covering discussing business goals, key issues, reviewing financial results, and discussing next steps. The agenda also includes reviewing processes around invoicing, quotes, margins, and taxes. After the meeting, the accountant will provide a summary of assigned actions, owners of those actions, and timeframes for completion. The accountant will then follow up on the assigned actions and continue providing advice, education, and tools to help the business owner improve their business processes and financial management.