Bookkeeping Outsourcing Handover

What the handover covers

This service is designed to get your bookkeeping into a clean, stable position and make the switch to outsourcing smooth.

• Review of your current records (software, spreadsheets, bank feeds, apps)
• Tidy-up of day-to-day posting so the accounts reflect reality
• Bank and key control account reconciliations to a clear cut-off date
• Checks for common problem areas (VAT treatment, director’s transactions, sales channels, duplicate entries)
• Opening balance and prior period alignment where needed
• Set-up or improvement of your chart of accounts and tracking categories
• A documented monthly process: what you send, when you send it, and how it’s handled
• Handover of access, user permissions and supporting documents

When this service is the right fit

This handover is most useful if any of the following sound familiar:

• You have been doing the books yourself and want to free up time without losing visibility.
• Your business has outgrown an ad hoc process and month end feels stressful.
• You have an in-house bookkeeper leaving, reducing hours, or needing oversight.
• Your VAT returns or management figures have been based on incomplete or inconsistent records.
• You are using multiple tools (bank, invoicing, ecommerce, expenses) and the data does not tie together.

How the transition works

We start by agreeing the scope, cut-off date, and the outcomes you need (for example, reliable monthly reporting or clean VAT quarters). We then collect access and source data, complete the tidy-up and reconciliations, and confirm the numbers you can rely on going forward.

Once the books are stable, we formalise the monthly routine. You will know exactly what to provide, the deadlines to work to, and what you will receive each month.

What happens after the handover

After handover, bookkeeping becomes a repeatable process rather than a catch-up exercise. You get cleaner, timelier figures for decisions, fewer surprises at VAT or year end, and a clear audit trail if HMRC ever ask questions.

If needed, we can also build in regular check-ins to refine categories, improve cash flow visibility, and keep your records aligned with how you run the business.