Running a company
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What to send your accountant each month
Most bookkeeping delays come from missing paperwork. Here’s the short list that keeps things moving.
Priya Nair,
Senior accountant
Most delays in bookkeeping come from missing paperwork, not difficult questions. A short monthly routine saves you and your accountant hours.
Sales invoices: every invoice you’ve issued, including credit notes. If your invoicing software is connected to your accountant’s, this happens on its own.
Purchase invoices and receipts: anything your company has paid for. Photograph paper receipts the day you get them, because they fade and they get lost.
Bank and card statements: for every business account, including savings accounts and payment platforms. A forgotten account is the most common reason books don’t balance.
A note on anything unusual: a new loan, a large one-off purchase, money you put in or took out personally. One line of context can save a week of emails.
What you can skip: delivery notes, quotes, order confirmations and supplier newsletters. If it isn’t a bill or proof of payment, we usually don’t need it.