I am pleased with 2 recent client sign ups. I find it difficult to ask this question about client takeover process. I will just swallow my pride and just ask.
I think I am terribly inefficient and also need to improve my skills/knowledge with the client takeover process from where the previous accountant left.
I would be grateful for your input/comment on the following areas:
- Takover of the client during mid year. Where do I start from? Bank rec? What if no bank rec is only done towards year end? Trial balance up to the start of the period I take over? What if bookeeping is maintained by client? Purchase and sales ledger? Just ask for list of derbtors and creditors?
- Payroll - again if take over mid year- Should I just ask for p60 up the start period of me taking over? Apart from HMRC info, is there anything else?
- VAT - I just cannot make sense of the last VAT return produced by the previous accountant. What is the best way to hanlde this?
I would like to systemise this process.