Guides

Business Accounting Guides

Longer reads for business owners and practice managers who want the detail. Each guide lists the official pages it draws on.

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Guides for business owners and practice managers

  • How to Prepare for a Trust Account Audit

    How to get trust records ready before the external examiner or auditor starts, written for law practice and real estate agency managers.

  • How to Choose a Business Accountant

    A checklist for business owners comparing accountants, covering what you can check yourself, what to ask and what to get in writing before work starts.

Looking for a checklist?

Our resources page has preparation checklists for business tax records, trust audit documents and management reporting, along with short answers to common questions.

Resources and checklists 

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