Video: three steps for a smoother bookkeeping handover
Updated: 4 hours ago
What to prepare before a bookkeeping handover
Watch this 32-second Regans guide to three practical handover steps. The full screen-text transcript is below.
Full screen-text transcript
0:00–0:08 — Changing who handles the books? Three useful steps to prepare.
0:08–0:16 — 01. List the records that are up to date.
0:16–0:24 — 02. Note missing documents and unanswered questions.
0:24–0:32 — 03. Agree who handles the next step. Start with a handover list.
The video also displays: Regans Accountants. Bookkeeping. Gregory Hills · Macarthur. regansaccountants.com.au. General information. Your circumstances matter.
Put the three steps into practice
Start with a short written summary of the work already completed and the period it covers. Note any documents you still need to find, and separate those from questions that need an explanation. Finally, agree who will follow up each open item and when you will check progress.
Our free Business Readiness Kit includes a printable checklist and a blank missing-records tracker. Keep completed records private and agree a suitable sharing method with your accountant; do not put account details or passwords in public comments.
For a fuller changeover process, read the switching-accountants handover guide. Regans supports local businesses with bookkeeping. Contact the Gregory Hills office to discuss what help you need.
Music credit
Music: Carefree — Kevin MacLeod (incompetech.com), CC BY 4.0: https://creativecommons.org/licenses/by/4.0/ (excerpt).
Published 16 September 2026. General preparation information; your circumstances determine the appropriate next steps.
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