MB ACCOUNTING
Getting ready for our first conversation

You do not need a finished business plan or a complete set of accounts to get in touch.
Use these prompts to decide what you would like to discuss.

1. YOUR SITUATION
[ ] A brief description of what you do, or what you plan to start.
[ ] How the business is set up, if you know: sole trader, partnership or limited company.
[ ] Whether you are starting out, changing accountants or asking about a particular task.

2. THE SUPPORT YOU NEED
[ ] The work that takes up your time or feels unclear.
[ ] Services you already use and who currently handles them.
[ ] Any bookkeeping software or record-keeping process you already have.
[ ] Whether payroll, VAT, CIS or rental income is relevant to your enquiry.

3. DATES AND NEXT STEPS
[ ] Any deadline or correspondence that needs attention.
[ ] The period you need help with, if known.
[ ] What you want to understand about the proposed service and fee.
[ ] Your preferred contact details.

KEEP YOUR FIRST ENQUIRY BRIEF
Do not attach tax reference numbers, bank details or identity documents to your initial enquiry.
Detailed records can be shared later through an agreed channel.

CONTACT
0330 113 1664
admin@mbaccountingltd.co.uk

This is a conversation checklist, not a complete list of accounting or tax records.
The practice will confirm the information needed for your particular circumstances.