Preparing for your first meeting with an accountant/bookkeeper can be a stressful experience. You may find yourself panicking about what documents to take with you. To make everything much easier for you, here is a list of documents that you’ll need to pop in your bag ahead of your meeting.
- Bank Statements
- Loan Statements.
- Credit Card Statements
- Financial Agreements
- Payroll Records
- Your Income History
- Invoices and Expenses Receipts
This is a good start. With these documents in place, your first few conversations will be productive. If you need to understand the above or need help with your booking, reach out to us. Our advice is free!