Organising your business records
Start with an inventory of what you already keep. Which records matter will depend on your business and the support you need.
Make a simple list
- Record types, such as invoices, receipts or payroll summaries
- Where each record is kept and who can access it
- Reports your bookkeeping or payroll system can produce
- Questions about missing or unclear information
Keep an enquiry general
You do not need to send a full set of records to ask what a conversation could cover. Ask what is relevant and how to share it safely.