Free business resource
Before you hand over your books.
Use this checklist to prepare for a first bookkeeping conversation or a change of bookkeeper. Start by finding what you already have and noting the gaps. You do not need every answer before asking for help.
Check items as you go, or download a blank copy for your files. No account or document upload is needed.
Download the checklist (.txt)Prepared by Aldro Accounting · Published October 19, 2026
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This is a preparation checklist, not a readiness rating or confirmation that your books are complete. Your selections reset when you leave or reload the page.
01Define the work
02Locate the records
03Prepare the handover
What happens after the checklist?
If your books are current, discuss ongoing monthly bookkeeping. If months are missing, start with a catch-up quote. If you need a return prepared, discuss tax filing separately.
For the first enquiry, describe the work and the periods involved. Wait for the team to confirm the scope and how to share any financial records.
Discuss my bookkeeping