Business planning: the information to prepare

Organise income and expense records before discussing your next steps.

Where to start

Gather the documents and questions relevant to this topic in your business. Identify the information you already have and what you need to clarify with your accountant.

Organising the work

Agree on how to exchange information and who is responsible for each task. Keep current files in one place and record the next steps you agree on.

Conclusions

Revisit your list regularly, check completed tasks and add new questions. Clear organisation helps you spend more time developing your business.