Annual accounts
Bring together a clear picture of the company’s trading, the records available and anything that needs explaining.
Records that can help
Start with the bookkeeping reports and documents already used in the business. A simple list of what is available is useful if you are not sure which items matter.
- Sales and purchase summaries
- Business bank and cash records already maintained
- Notes about equipment, loans or unusual transactions
Discussing the year
Flag changes to how the business operates and note any questions about the figures. The right preparation depends on the company and the work being discussed.