GuideCLIENT RESOURCES
Get ready for your first conversation
A straightforward preparation guide to make an accounting enquiry more useful.
This is a general checklist, not a request to submit confidential documents here. Please do not email passwords, full identity-document scans or bank login credentials. We will agree a suitable secure method if we need sensitive records.
Your details
- Your full name, preferred contact details and trading or company name
- Your accounting reference period or relevant tax year
- A short summary of your business, income sources and questions
Business records
- Bank statements for the relevant period
- Sales invoices, purchase invoices and expense records
- Details of accounting software currently in use
- Payroll, VAT or CIS records, where relevant
Tax and statutory information
- Relevant HMRC correspondence and registration references
- Prior returns or accounts, if available
- Upcoming filing notices and deadlines
- Details of any property income or other relevant sources
Useful questions for the first call
- What are your most pressing accounting responsibilities?
- Are any returns due soon or already overdue?
- Would you prefer remote support or an office meeting?
- Which tasks do you want to manage yourself?
Ready to discuss your accounts?
You don't need every document before making an initial enquiry.
Arrange a consultation
