Client forms

Before start: entity form, tax regime, transactions/month, employees, banks, software, previous accountant — defines pricing and risk.

Standard monthly checklist: statements, purchase/sales source docs, HR/payroll, cash, acts. A checklist = fewer 'where's the doc?' mid-close.

From the previous accountant: access (tax, bank, software), ledgers, source-doc archive, open periods, filing debts. A handover act signed by both sides.

Pre-filing approval report: amounts due, deadlines, client's responsibility for source-doc accuracy. Written client consent — your protection in a dispute.

A monthly work act listing services (not just 'accounting'). A transparent act — fewer 'what are we paying for' questions and an upsell base.

Standardize: intake, checklist, handover act, data-processing consent, contract, service act. A shared template drive — one team standard.