This helpsheet provides you with an overview of the information to provide to us to enable completion of your end of year accounts. Of course, the more you do, the less amount of time we have to spend on the routine compliance aspects of your affairs, so the lower your accountancy fees or more time is available to assist you with developing your business.
However, every client is different and you should discuss your own requirements with us.
Between us we can decide what you can prepare for us and what we will prepare ourselves. Talking helps to eliminate any misunderstandings.
It's also helpful to agree a time schedule for when you will provide the records and for when we will have your accounts ready for discussion.
Basic ways in which you may find you can help us...
If you're feeling more adventurous, you can also assist by
By using reconciliations and control accounts on a regular basis during the year, you help to ensure there are no errors in the records.
Not every business will have all of the following records but if you do and are not using a mutually agreed cloud bookkeeping product, you should provide them to us covering the year (plus one month after)...
In addition the following schedules will assist us in completing your end of year accounts. We can prepare these ourselves but if you wish to do so, it would reduce the time we spend preparing your accounts...
Please talk to us about your own situation and what you can do to improve your records and what to provide to us at the end of your financial year.
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