Bookkeeping Readiness Checklist

1. Confirm the current bookkeeping system or spreadsheet process.
2. Check whether bank feeds, invoice capture, and document collection are in place.
3. Confirm who owns month-end close and reconciliations.
4. Identify missing records, backlog, or historic clean-up.
5. Confirm reporting expectations: statutory only or management reporting too.
6. Check VAT and payroll touchpoints that depend on bookkeeping quality.
7. Confirm whether Xero migration or redesign is required.
8. Estimate transaction volume and reporting frequency.

Next step:
If you need ongoing bookkeeping support or a clean-up project, complete the Taxceo qualification form for bookkeeping or Xero support.