You send whatever you have
To get started
Bank statements
Plus anything else you have
Even if it’s incomplete. No bookkeeping needed first.
- Your company bank and card statements
- Your client invoices and any agreements you have
- A note of any invoices not yet paid at the year end
- Agency or platform statements, if you use one
- Your Xero, FreeAgent or QuickBooks login, if you use one
Missing something? Bank statements are enough to start. Photos and rough notes are fine too.



