How to Prepare for a Smooth Handover to a Bookkeeper

Many business owners hesitate to bring in a bookkeeper because they think their accounts are too messy or they aren’t sure what to hand over. The good news is, a good bookkeeper doesn’t expect perfection – just a willingness to start.

What You Can Do to Prepare

• Locate and organise your bank statements

• Have your login details for Xero or MYOB ready

• Gather any outstanding invoices or bills

• Let us know about any regular payments or subscriptions

At Elevate Office Solutions, we guide you through every step. Our onboarding process is simple, supportive, and designed to help you feel confident from the beginning.

A little preparation makes a big difference – and we’re here to help every step of the way.