Click on the items relevant to you to find out what to send us so we can prepare your Accounts

If you use Cloud Bookkeeping Software


If you are using cloud bookkeeping software (such as QuickBooks Online, Xero, FreeAgent) please provide us with the following covering your accounts year: - Bank Statements for all bank accounts (preferrably as a CSV / Excel download from your online banking) - Loan/Credit Card Statements - Mileage total/record (if not included in your software) - Ensure all income and expenditure is inputted into your software We should already have access to your software but if we don't please add us as an accountant user (if your unsure please let us know). We don't need copies of all sales / purchase invoices, if there is anything further we require we will let you know once we commence the preparation of your accounts.




If you use non cloud based Bookkeeping Software (e.g. Sage 50 desktop)


Please send us:

- A backup file of your software

- Bank statements for the year (for all company bank accounts) a

- Loan statements/Credit Card Statements for the year

We don't need copies of all sales / purchase invoices, if there is anything further we require we will let you know once we commence the preparation of your accounts.




If you don't use any Software


If you don't use any bookkeeping software please send us: - Any spreadsheets use to record your income / expenditure - Bank statements covering all business accounts (& Loans, Finance, Mortgages, Credit Cards etc.) for the year - Sales / Purchase Invoices and receipts




If your company is dormant (i.e. not traded)


Please let us know if you company is Dormant (i.e. no trade or activities undertaken during the year). We will prepare Dormat Accounts for filing at Companies House for you.





Limited Company Accounts Preparation

What information do I need to provide?

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01384 636 763

RD Accounting Limited
109A Windmill Hill

Halesowen

B63 2BY

REGISTERED COMPANY NUMBER: 10350704

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