Connect the records
Make sure the business knows how invoices, expenses and bank activity will reach the accounting process. Opening documents should be available to the people responsible for ongoing obligations.
Assign responsibilities
Clarify representation, approvals and the questions that require external professional input. Keep a record of the person responsible for each administrative dependency.
Review the routine
Check how the first transactions were documented and where information was missing. Adjust the handover before volume increases.
Requirements and available routes depend on the circumstances and current official guidance. No regulatory decision, financial outcome or completion time is guaranteed.
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