A little preparation.
A much better conversation.

Sole trader · My first accountant

Tick an item when you have it ready or have discussed it with the firm.

• Outline your businessNote what you do, when you started, approximate turnover and the number of transactions each month. Estimates are fine for the first conversation.
• List upcoming deadlinesBring the dates shown in your official accounts and notices. Ask who will handle each filing, payment reminder and any overdue work.
• Gather income and expense recordsPrepare sales, invoices, receipts and bank records, plus your latest tax return if you have one. Note any other income you need the accountant to consider.
• Check your software and accessList the tools you use and who owns each subscription. Ask about migration, software charges and secure access; do not share passwords.
• Get the scope and price in writingAsk for included work, exclusions, VAT, software, one-off setup or catch-up costs, payment terms and how extra work is approved.
• Check the firm before appointing itVerify claimed professional membership with the relevant body. Ask about your named contact, relevant experience and complaints process; arrange identity checks through the firm’s secure channel.
• Agree the start date and authorisationsConfirm responsibilities in the engagement letter. Use the appropriate HMRC agent authorisation route when needed; appointing an accountant does not transfer your tax responsibilities.