Document workflow
Agree how invoices, receipts and bank records reach your bookkeeper.
All specialistsBetter records.
Better records.
A calmer month end.
Set up the document handover, recurring bookkeeping work and accountant coordination around your business.
Room for the work that matters.
Set up the document handover, recurring bookkeeping work and accountant coordination around your business.
Monthly bookkeeping
Scope the transaction volume, reconciliation and regular reporting you need.
Year-end handover
Prepare records and open questions for the tax adviser responsible for annual accounts.
A little structure.
A clearer next step.
Follow the work from your first details to the next milestone.
- 01
Prepare your context
Bring the company information and questions listed below.
- 02
Schedule your conversation
Choose a time in the GrowFirma Contact calendar for this specialist topic.
- 03
Agree the professional scope
Discuss the appropriate introduction, responsibilities and fees before work begins.
Good questions.
Who provides the specialist advice?+
Independent professionals provide the legal, tax, banking, insurance or other regulated service. GrowFirma helps organise the context and introduction.
Does booking include a paid professional engagement?+
Booking starts a conversation. The professional scope, fees and acceptance are agreed separately with the relevant provider.