Journal · Working together · 4 minute read
What to share with your bookkeeper
A gentle checklist for a calm, efficient working relationship.
Clear, organised information helps your bookkeeper work efficiently and keeps your records accurate. Here’s what is usually helpful — your bookkeeper will tailor it to your business.
In this note
- 01 Access and statements
- 02 Income records
- 03 Expense records
- 04 Context that helps
01 Access and statements
- Read-only access to business bank and credit card accounts
- Statements for any accounts not connected to your software
- Access to your bookkeeping software, if you already use one
02 Income records
- Invoices issued and payment platform reports
- Details of any recurring client arrangements
- Notes about refunds or unusual payments
03 Expense records
- Receipts and bills, ideally kept in one digital folder
- A list of subscriptions and software
- Details of any purchases made from personal accounts
04 Context that helps
Numbers tell part of the story. A short note about a new service, a large purchase or a quieter season helps your bookkeeper categorise things correctly the first time.
The clearer the information, the calmer the process — for everyone.
A next step
Not sure what applies to you?
Every business is a little different. A short conversation is the easiest way to know exactly what to gather — and what you can leave aside.
Written by
Sofia
Bookkeeper for thoughtful small businesses. Replace with your own short bio.