Accounting
Switching accountants: a practical handover checklist
What to request from your current accountant and how to make sure no reporting period falls between the two providers.
Read the guideBookkeeping cleanup
Missing documents, unfinished periods or an accountant handover. Start with a review.
When bookkeeping falls behind, the first step is to understand what is missing. We identify incomplete periods, available records and urgent obligations. Then we agree the order and scope of the work so you can follow the progress.
Tell us when the books were last completed, the approximate document volume and whether any tax returns or annual reports are outstanding.