My Business Path
Money and bookkeepingTax & records

What should I prepare before speaking to an accountant?

I want the first meeting to focus on decisions rather than cleaning up files.

About this guidance: My Business Path prepared and reviewed this general guidance as a practical starting point. It is not advice tailored to your circumstances. Check current official guidance or ask a qualified professional when the decision depends on your circumstances.
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My Business Path starting point

Bring structure, ownership, activities, forecasts, records, payroll plans, VAT questions and known deadlines. Be explicit about what advice and ongoing work you expect.

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