3 min read
Monthly handoff
Documents for your accountant: a checklist and handoff message
Check your files before sending and prepare a message for your accountant, with the company, period and missing documents clearly listed.
Business and document management
Monthly handoff
Handoff checklists, cover notes and a record of missing or late documents.
Start with your situation
Choose a guide for the step you are working on. More articles and resources are available below.
- Documents for your accountant: a checklist and handoff message →
- Managing documents even in a month when you are short of time →
- What to write to your accountant with invoices: four useful templates →
- Your accountant is missing an invoice. Where to look and how to ask →
5 · Articles
4 min read
Monthly handoff
What to write to your accountant with invoices: four useful templates
A regular monthly handover, a missing document, a supplement and a correction. Choose a message that tells your accountant what they received and what still needs attention.
4 min read
Monthly handoff
Managing documents even in a month when you are short of time
You do not need to sort your entire inbox every day. What matters is capturing context before it disappears, agreeing on handover and knowing what to do when the plan falls apart.
3 min read
Monthly handoff
Your accountant is missing an invoice. Where to look and how to ask
From your accountant’s reminder to a retrieved document: how to use purchase clues, when to contact the supplier and what to tell your accountant in the meantime.
3 min read
Monthly handoff
The invoice arrived after handover to your accountant. What now?
How to clearly add a late-arriving document, distinguish it from a correction and avoid mistaking your own month label for an accounting decision.
Free resources
Checklists, templates and files from published articles. Choose a resource for the task at hand.
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Documents for your accountant: a checklist and handoff message →
TemplateSend the supplier details that identify the purchase →
Your accountant is missing an invoice. Where to look and how to ask
TemplateSend a clear supplement →
The invoice arrived after handover to your accountant. What now?
ChecklistSix checks before sending →
Documents for your accountant: a checklist and handoff message
TemplateWhen sending a routine package →
What to write to your accountant with invoices: four useful templates
TemplateWhen one invoice is still missing →
What to write to your accountant with invoices: four useful templates
TemplateWhen adding to a period already handed over →
What to write to your accountant with invoices: four useful templates
TemplateWhen the supplier sends a corrected version →
What to write to your accountant with invoices: four useful templates