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1) Financial Records
Provide access to your company’s financial records, including previous balance sheets, income statements, and cash flow statements.
2) Invoices and Receipts
Submit all invoices, receipts, and other financial documents that need to be recorded in your company’s books.
3) Bank Statements
Provide bank statements for all company accounts to ensure accurate reconciliation and reporting.
4) Tax Documents
Gather any tax-related documents or previous filings to assist with ongoing tax planning and compliance.
5) Payroll Information
Provide details of your company’s payroll, including employee salaries, benefits, and deductions.
