Bookkeeping Cleanup Help pick a time

You are ready to pick a time, and you only need one fact from the file to start. Choose a time to talk about the year, the bank, and the month that is still open. The button above the blank frame is what asks the frame to load.

What helps on the call

A tidy export can wait. If the last return is a PDF in a folder, that is enough to name the year. If you can point at the account that pays the rent, that names the bank. If you know the last month you trusted, that names the start. Any one of the three is a real beginning.

A notice is worth having beside you if one arrived. The useful bits are the form number and the tax year printed on it. The rest of the page can wait until someone is on the phone with you. We would rather hear the form number than a summary that drops it.

Do not put a password in the note and do not bring a password to the call as something to read aloud into a recording. Read-only access can be arranged after a letter is signed. Until then, describe the account. Do not hand over the keys.

The call is a conversation. Picking a slot leaves both sides free until a letter names the months and the fee. If the useful answer is that you should keep the file and close one month yourself, we will say that. A slot on the calendar is talk. The file changes only after the letter is signed.

If the calendar is the wrong tool today, the phone in the footer reaches the same practice. Leave the year, the bank, or the month. One fact is enough for a return call.

Read the three questions first if you want them in your head before you pick a time.