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Initial Assessment

Tell us about

your structure.

This helps us understand your situation before we connect. The more specific you are, the better we can evaluate fit and scope the right level of involvement.

---- Section 1 Basic information

First name

Last name

Email address

Business or primary entity name

---- Section 2 Your situation

How would you describe your situation?

Business owner with multiple LLCs or entities Real estate investor with a growing portfolio Entrepreneur with operating business and investments Professional services firm owner Other

What best describes your primary business or activity?

Professional services Real estate investing Holding company / investment entity E-commerce / online business Construction / trades Restaurant / hospitality Manufacturing Other

---- Section 3 Structure & scale

1 (growing toward more) 2–3 4–6 7–10 Other

1 (growing toward more) 2–3 4–6 7–10 Other

Annual revenue range

Under $250K $250K–$500K $500K–$1M $1M–$3M $3M+

---- Section 4 Current setup

How are your books currently handled?

I handle most of it myself We have a bookkeeper (internal or external) Our CPA handles most of it It is inconsistent or behind

Do you have intercompany transactions or shared activity between entities?

Yes, regularly Occasionally No Not sure

Do you currently work with a CPA or tax strategist?

Yes, actively Yes, but limited interaction No

---- Section 5 Systems & technology

Are you open to using efficient systems and technology to support cleaner operations and better visibility?

Yes Maybe, if it improves visibility and efficiency No

Which systems are you currently using? (Select all that apply)

QuickBooks Online Gusto Relay Bill pay / AP tool Spreadsheet-based / manual process Other

---- Section 6 What is not working

What is currently not working across your entities? (Select all that apply)

Numbers across entities do not tie together Intercompany activity is unclear or incorrect Financials are delayed or unreliable CPA is asking repeated questions or doing cleanup We do not have a clear view across everything Decision-making is slower due to lack of clarity

-- Section 7 What you are looking for

What are you looking for? (Select all that apply)

A structured financial system across entities Clean, reliable financials for decision-making Better coordination with my CPA Primarily tax preparation

---- Section 8 Tell us more

What is not working, what you cannot see clearly, or what decisions are being delayed
The more specific you are, the better we can determine if this is the right fit.

EP keeps a deliberately small client roster. Every engagement starts with an Initial Assessment before anything is recommended or scoped.
We do not provide tax preparation services.
We work best with clients who are open to building proper financial systems across their entities, not looking for a reactive or as-needed arrangement.

What happens next

What to expect

We review every submission before scheduling a conversation.

We review your submission and reach out within a few business days

We review your submission and reach out within a few business days

We conduct the Initial Assessment and present a custom engagement plan

No commitment required beyond the initial conversation

Not a strong fit

Businesses not open to modern financial systems and workflows
Inventory-heavy or sales-tax-heavy operations
Tax preparation only

EP Accounting and Advisory, PLLC

Outsourced Controller for Complex Owners. Bryan-College Station, TX.

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