Start with your business, in your own words
Explain what you do, who your customers are and how you get paid. Mention whether you are starting out, already trading or changing how the business operates. Tell your accountant what prompted you to seek support and what you would like to make easier.
Bring a picture of your existing records
Gather the records you already have: sales invoices, expense receipts, bank statements and any reports from your accounting software. Sole traders and business partners must keep business income and expense records for Self Assessment. Your accountant can help identify gaps and agree a practical way to fill them.
Include correspondence and open questions
Bring relevant letters from HMRC or Companies House and any messages from your previous accountant. Highlight dates mentioned in those letters. Avoid guessing what a notice means: show the original so the discussion starts with the actual information.
Agree how you will work together
Ask which services are included, how fees are calculated, who your contact will be and how documents should be shared. Before finishing, agree the next action and who is responsible for it. A clear handover is more useful than leaving with a long list of unfamiliar terminology.