Check the period is complete
Gather statements for every business bank account covering the accounting period. Include the opening and closing balances, and check there are no missing months or pages.
Make queries visible
Keep a list of transactions awaiting explanation or a receipt. An unresolved item should be clearly identified rather than assigned to an account based on a guess.
Agree the handover
Ask your accountant which reports and file formats they need. A transaction listing and trial balance can help, alongside invoices, receipts and details of any proposed adjustments.
General information only. Speak to your accountant about your own circumstances.