5 min read · LedgerLog
Getting ready for your accountant: a simple checklist
To get ready for your accountant, give them reconciled records: every invoice and receipt matched to your bank statement, expenses categorised, and a clear list of anything unusual. The cleaner the hand-off, the less they charge and the fewer follow-up emails you get. A one-tap monthly pack (invoices, statement and reconciliation together) is the ideal format.
What they actually need
Your accountant doesn't want a shoebox; they want a reconciled picture: income matched to the bank, expenses matched and categorised, and evidence (the receipt or invoice) behind each line. Give them that and their job is checking, not reconstructing.
The checklist
Run through this before you hand anything over:
- 1Bank statements for the full period, downloaded.
- 2Every invoice you issued, with paid/unpaid status.
- 3Every business receipt, matched to its bank transaction.
- 4Expenses sorted into sensible categories.
- 5A note on anything unusual (refunds, transfers, personal spend).
Hand it over in one tap
If you reconcile as you go, the hand-off is trivial. LedgerLog assembles a monthly pack — invoices, the bank statement and the reconciliation — that you can send to your accountant in a single tap. You become the organised client they wish everyone was.