How to prepare business records for an accountant
Organize source documents, transaction context and open questions so professional review starts with evidence.
Confirm the request
Identify the entity, period, currencies, purpose and the accountant’s required formats.
Organize sales and payments
Keep invoices, credits, cancellations and actual payment dates distinct.
Prepare expense evidence
Preserve supplier, amount, date, purpose, project context and available receipts.
List unresolved questions
Flag unusual or uncertain items rather than hiding them in a convenient category.
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