A fresh start
for your books.
Behind on the records, or moving from another provider? Begin with a clear picture of what is complete and what still needs attention.
First, find the starting point.
The last reconciled period and the records available help define a manageable scope.
Catching up
Identify the periods involved and the source records you hold. Agree a sequence for reviewing them. Access to financial records should use a separately arranged secure process.
Moving from another bookkeeper
Confirm who holds each record, which work is complete and where responsibility changes. This inquiry form does not collect files, account credentials or financial records.