What New Texas Business Owners Actually Need from a CPA in Year One
Win new clients by leading with what they actually need in year one — not a generic 'we do taxes' pitch. Here's the checklist.
If you want to win new business clients, lead with what they actually need in their first year — not a generic "we do taxes" pitch. Here's the year-one checklist that opens the conversation.
The first 60 days
Entity confirmation and any S-corp election, EIN, sales-tax registration, a bookkeeping system, and payroll setup before the first hire. These are urgent and concrete — naming them shows you understand their situation.
The rest of year one
Quarterly estimated payments, clean monthly books, deduction tracking, and a plan to avoid a surprise tax bill. New owners rarely know what they don't know here, which is exactly where you add value.
Reaching owners while these needs are live is the whole game. See how CPAs use Tripwire, or start a free trial.