It’s that time of year again - Annual Accounts review season!
To ensure the Annual Accounts process is as smooth as possible for both of us, please remember the following:
- All invoices and documents relating to bank transactions must be uploaded to Xero.
- We’ll email you an Annual Accounts questionnaire- please completely this as accurately as possible and submit it within 30 days.
- If you’re not on a monthly agreed service plan, we’ll send you a proposal for your Annual Accounts and Tax Returns. Please accept this as soon as possible; we can’t commence work until it’s been accepted.
- We’ll schedule a quick meeting with you to review your completed questionnaire and discuss any major transactions for the year.
- We’ll review all your data and information and let you know if anything is missing - please supply any missing info within 48 hours.
- When we’ve got everything we need, we’ll start work on your Annual Accounts.
- We might contact you with queries during the process - please respond within 48 hours to help us meet our turnaround target.
- After we’ve drafted your Annual Accounts, we’ll send you a short pre-work questionnaire and schedule a review meeting.
- We aim to finalise your Annual Accounts within 30 days.
- After finalising your Annual Accounts, we’d like to meet with you for a complimentary meeting to set new goals, identify any issues or challenge you’re facing, and determine how we can best support you.