You do not need perfectly organised records before speaking to an accountant. A short summary of your situation, key dates and the records you already have is enough for a productive first conversation.
Prepare a one-page summary
Note your business or employment structure, the work you do, approximate transaction volumes and any approaching deadlines. Include the accounting software or spreadsheets you currently use.
Mention missing records or overdue work early. It helps the accountant assess urgency and quote accurately.
Gather useful records
Bring or securely share recent accounts and returns, relevant registration details, bookkeeping records and correspondence connected to the work. Avoid emailing sensitive documents until the firm confirms a secure process.
- Previous accounts and returns, if available
- Bookkeeping records or software access details
- Payroll and VAT information where relevant
- A list of questions and upcoming changes
Leave with clear next steps
Before the meeting ends, confirm who will send the proposal, what it will cover and when you should expect it. Do not share credentials or authorise work until you are comfortable with the firm and have reviewed its engagement terms.