Accounting
What to prepare when handing over your bookkeeping
A short list of records and decisions to prepare before someone takes over your books.
Agree on a starting date
Tell your bookkeeper which period has already been reviewed and which months still need work. Share your latest reports, any unreconciled accounts and a list of known gaps. This gives both sides a clear starting point.
Gather your records in one place
Collect bank statements, sales invoices, supplier bills and receipts for the agreed period. Include a list of customer invoices and supplier bills still open. Mark missing records so your bookkeeper can follow up on them during the handover.
Decide how to work together
Agree how to share records, who can grant access to the accounting software and who answers questions about unusual transactions. Set a regular time to review the monthly report and any outstanding items.