The Bookkeeper Handoff
Hand the books to a bookkeeper cleanly
I am handing our books to a bookkeeper or accountant: [OUR BUSINESS, WHAT STATE THE BOOKS ARE IN, WHAT SOFTWARE WE USE, WHAT I HAVE BEEN DOING MYSELF]. Build the handoff: the access list (bank feeds, payroll, sales tax, what to never share), the monthly close checklist with dates, the questions I want answered every month (cash, margin, surprises), the cleanup they will find first and how to price it, and the red flags in a bookkeeper's first month that mean find another one. Write the kickoff email.
Inputs needed
- ■Business type, book state, software, current DIY scope
What good output looks like
Access scoped safely; close checklist dated; monthly questions fixed; first-month red flags named; kickoff email drafted
The stream (0)
Reading the room…
Same drawer
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