What information and documents do I need to provide for bookkeeping services?

Typically, you’ll need to provide details of your financial transactions, including invoices, receipts, bank statements and any other relevant documents. We would guide you on the specific information required for accurate record-keeping and involve you in the process of any software and any areas we need assistance.

Primarily, this would allow you to purely concentrate on raising sales invoices to your customers and scanning receipts on your phone as you receive them, or by hitting forward on your emails for any invoices you get and that is it; we will manage the rest.

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