Step 1 of 3

A personal introduction

Before the numbers, we get to know the person and the business.

Illustration of an accountant listening to a client with paper and pen at a desk — Illustration only

We start with a personal conversation on Zoom. The aim is to understand you, how your business works and what matters in your relationship with an accountant. There is room for your story, questions and small details.

Get to know you
Tell us about your journey, what led you to start a business, what you enjoy about your work and what is on your mind today. We want to understand the person behind the activity.
Understand the business
What do you sell or provide? Who are your customers? How do orders arrive? Are there employees, suppliers, partners or overseas activity? We discuss the nature and scale of the business.
Listen to your previous experience
If you worked with another firm, we ask what went well and what was missing: communication, explanations, availability or document handling. You can also share concerns and expectations about a move.
Map your working routine
How do you issue invoices, collect payments and organise expenses? Which systems do you use and what is the position of your files and reports? Even a small detail can help us see the picture.
Define what you are looking for
What do you expect from your accountant, what would you like explained and how do you prefer to communicate? We summarise what we have learnt and what needs clarifying before agreeing the service.

A good conversation starts with listening. The more relevant information you share, the better we can understand your needs and propose a suitable service.

Use of professional information

This page provides a general professional overview only. It is not individual tax advice, legal advice, a professional opinion or a substitute for examining the circumstances of your case.

Before making a decision or acting on the information, obtain individual advice based on the facts, documents, applicable law, authority positions and relevant tax treaties, where applicable. References to foreign law do not constitute advice under that law; consult a suitably qualified local specialist in the relevant country.

The content is based on the law, guidance and sources known at publication or update. It is not a commitment to continuous updates or coverage of all rules and exceptions. Legislation, case law, guidance and authority positions may change. The information does not bind the Israeli Tax Authority, a foreign authority or any court.

Interpretation, reliance or use without individual professional advice is the user's responsibility. Subject to applicable law, the firm is not liable for direct or indirect loss or consequences arising from such use. Nothing here excludes liability that cannot lawfully be excluded.

Rights in original content, photographs and illustrations belong to the relevant rights holders to the extent protected by law. Do not copy, reproduce, distribute or publish protected material, in whole or in part, without prior written permission, except where permitted by law. Unauthorised use that is not legally permitted may infringe copyright.

Full terms of use ↗

A personal introduction

Get to know you

Understand the business

Listen to your previous experience

Map your working routine

Define what you are looking for