Your First Meeting with Lynch and Partners

To assist with your first meeting, please consider the following list and bring with you any relevant business and personal documentation:



• Previous and current years financial information and details.
• Listing of any financial interests and share holdings
• Trust details, if any
• Contact details for yourself, partners, bankers, lawyers, other advisors.
• Listing of IRD numbers or other details
• A brief outline of what you require from your Accounting team