How KashFlow fits your records
Start with the way your business works. Explain how you issue invoices, record purchases, receive payments and review the figures. KashFlow can be considered against that routine, alongside any system you already use.
Getting the starting figures right
If you are moving to KashFlow, identify the date you want to begin and review opening balances, unpaid invoices and bank records. Keep the existing records available so the starting figures can be traced and checked.
Keeping records up to date
Agree who enters transactions, checks bank records and answers questions. A regular review matters whether you are starting with KashFlow or trying to make better use of an existing account.
bookkeeping servicesWhat the records support next
Once the records are reliable, ongoing bookkeeping can support VAT returns, annual accounts and management information. Discuss which work you will handle and where you want help before settling into a routine.
management accountsYour questions, answered.
Can you look at my current KashFlow records?
Yes. Tell us what is already in KashFlow and what is causing difficulty. A review of the records may be more useful than starting again.
What do I need before moving to KashFlow?
Bring your current reports, balances, unpaid invoices and bank information. The exact handover depends on your existing system and the date you choose to change.
Who will keep the records up to date?
That should be agreed before setup finishes. It may be you, someone in your team or an agreed bookkeeping arrangement.