Begin with the work
Explain how your business earns money, how you keep records and what you find difficult. Clear context makes it easier to discuss the right level of support.
Understand what is included
Ask what the service covers, what it costs, which work is charged separately and what information you must provide. Agree who is responsible for each task and how documents will be exchanged.
Consider the relationship
Who will answer your questions? How do you contact them? What happens when your circumstances change? Useful support should be understandable before you commit.
Your next small step
Bring a short description of your business and your three most important questions to the conversation. Agree the scope and terms before engaging a service.