Problem
What should I do when my accountant says records are missing?
Ask for a specific missing-items list, separate evidence gaps from unreconciled accounts, then agree who will correct each item and what completion looks like.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓A missing-items schedule
- ✓Agreed reconciliations
- ✓An issue and owner log
- ✓An accountant-ready handover
Before you ask for a quote
Use this practical checklist.
- 01
Request the accountant's exact list
- 02
Confirm the periods and accounts
- 03
Gather missing statements and evidence
- 04
Log unsupported items
- 05
Agree the handover format
Example
What this can look like in practice.
An accountant flags an unreconciled card and missing loan statements. The gaps are separated into two tasks, corrected and returned with a completion summary.
This is an illustrative example, not a promise of a particular result or turnaround time.
Compare the process
From uncertainty to a defined bookkeeping routine.
| Area | Before support | With an agreed EBA scope |
|---|---|---|
| Records | The accountant cannot proceed but the owner does not know which records are actually missing | A missing-items schedule |
| Questions | Unclear items stay unresolved until a deadline is close | Questions are grouped, prioritised and resolved to an agreed timetable |
| Next step | No clear owner, cut-off date or completion point | A written scope sets responsibilities, timing and the next action |
Frequently asked questions
Clear answers before you commit.
What can my accountant says my records are incomplete include?
A typical scope can include A missing-items schedule, Agreed reconciliations, An issue and owner log. The final proposal confirms exactly what is included before work starts.
Can you liaise directly with the accountant?
Yes, with your permission. The bookkeeping scope and the accountant's tax or statutory work should remain clearly separated.
How much will the work cost?
The fee is confirmed after the record condition, transaction volume, software, accounts and deadlines are reviewed. You receive a written fixed scope rather than an unsupported headline price.
Can Larissa work with my accountant?
Yes. With your permission, Larissa can organise records for your accountant and agree a clear handover. Tax advice, filing and bookkeeping responsibilities are separated in writing.
Official information
Check the current HMRC guidance.
Tax rules and deadlines can change. These official sources were checked when this page was reviewed on 30 July 2026.