You are to assume the role of a staff accountant working at Financial Business Solutions, a financial service provider for businesses and organizations in the community. A potential client is meeting with you to determine if services are needed.
Financial Business Solutions offers a variety of different services to its business clients, including accounting, tax preparation, investing, audit preparation, and help with budgeting. A potential client owns a bakery in town and is considering opening a second location in a neighboring city. The potential client is not certain if there is need to have an accountant or to utilize other services provided by Financial Business Solutions.
You will meet with the potential client to discuss the client’s need for an accountant and other services.