Start with your business
Write down what your organisation does, how it operates and the main finance questions you would like to discuss.
Identify the support you need
Separate urgent tasks from longer-term goals. Explain the systems you already use and where the process feels difficult.
Agree the next steps
Use the meeting to clarify the scope of any proposed work, required records, responsibilities and delivery expectations. Avoid sending passwords or sensitive account credentials through a public form.