What To Prepare

Good preparation makes accountancy work faster and more useful. The essentials are straightforward: company details, access to bookkeeping records, bank statements, payroll information, VAT records if relevant, and details of any loans, finance agreements or major transactions.

For onboarding, it also helps to have the previous accountant's details, Companies House authentication code, HMRC references and a clear list of upcoming deadlines.

You do not need everything perfectly organised before getting in touch. If records are incomplete, the first step is simply to understand what is missing and put a practical plan around it.