Prepare your accounting enquiry.

Use this checklist without JavaScript. Copy it into a document you control, or print this page and complete it privately. This website does not send your details, book an appointment or appoint an accountant.

Your enquiry checklist

• Your name and preferred contact details
• Business name and area
• Service requested and accounting periods involved
• Approximate document volume, accounts and payment channels
• What is complete, what is missing and any known deadlines
• Questions about scope, fees, approvals and responsibility

Keep bank credentials, identity documents and detailed financial files out of an initial brief. Confirm the professional and an appropriate document-transfer channel separately.

Confirm the next step

No enquiry has been sent. Retain your completed brief until you have confirmed the intended recipient. Before accepting an engagement, confirm the independent provider, agreed work, price, exclusions, responsibilities and guarantee process in writing.

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