Bookkeeper handover package
Everything a successor needs on day one: access, registrations, filing frequencies, judgements and contacts. The document that almost never gets written.
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Inside the template
Made for the actual work.
- Access and authorisations, including CRA representative status
- Every registration and its filing frequency
- Recurring journals, estimates, and the basis for each judgement
- Who does what between you, the accountant and the payroll provider
A note on using it
This is a starting point, not a standard. Every business has something in it that does not fit a generic template, and the version worth keeping is the one you have edited. If a line does not answer a question you actually ask, delete it.
Clear books. A clearer head.
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