1. Describe how the business works
Explain what you sell, how you get paid, the accounts you use, and whether you work with employees or contractors. Mention any additional entities, sales channels, or previous periods that need attention.
2. List your systems and access owners
Identify your accounting software, banks, payment processors, and payroll provider. Keep passwords private. Where access is needed, discuss role-based invitations and the minimum permissions appropriate to the task.
3. Identify the periods in scope
Write down the last month you trust and any months that still need reconciliation. Keep bank and card statements available for those periods. An honest starting point is more useful than a rushed cleanup.
4. Bring your real questions
Maybe you want to know which projects are profitable, why cash is tight, or how much administration the owner can hand over. These questions help shape the reporting and service scope.
5. Agree the routine before work begins
Confirm the deliverables, price, approval responsibilities, document-sharing method, and response schedule. A written scope gives both sides a practical reference as the relationship develops.
This article is general educational information, not personalized accounting, tax, legal, or investment advice. The right approach depends on your records and circumstances.