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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
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