A new bookkeeper. A fresh start.

Start with a complete picture.

We discuss what works, what you want to change and what needs attention now. Contact with your existing provider is based on your permission and agreed arrangements.

Your handover checklist

Tick what you have. Download the list to keep working on it or discuss during the introduction.

• Your current bookkeeper’s contact details and engagement terms
• Latest completed annual accounts and tax returns
• Current bookkeeping and available export files
• Outstanding invoices and obligations
• Bank information and unprocessed documents
• Ongoing questions, correspondence and upcoming deadlines
• Authorisations, software access and handover date

Who prepares the final return?

Agree this explicitly. Both sides should know the changeover date, last processed period and outstanding work. Any corrections are assessed before a price is agreed.