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One practical step

Business and Projects

Consult an accountant about record keeping

Prepare business form, transactions and sample documents.

  • Time: Not specified
  • Cost: Not specified
  • Impact: Not specified
  • Difficulty: Not specified
  • Evidence not rated

Done when

Know suitable documents and storage methods.

Prepare business form, transactions and sample documents.

Who this is for

For new or changing businesses; verify adviser qualifications.

Why this matters

You can organize records using advice for your business form.

How to do it

An original activity to try, adapt or skip for your circumstances; outcomes are not guaranteed.

  1. Prepare business form, transactions and sample documents.
  2. Ask about records, responsibilities and applicable deadlines.
  3. Record the advice and document handover process; revisit after changes.

Evidence and references

There are no references for this item yet.

Last reviewed: · Version 2