Guides

Business guides, step by step.

Starting a business, organising documents or planning to hire? Here you will find practical tips and checklists to help you prepare for your next conversation with your accountant.

A good place to start

What to share about your business to receive an offer that fits its needs.

Prepare for our conversation

You don't need to know
accounting jargon.
Just tell us about your business.

That's where we start at Balta.

Useful for running your business

9 practical guides
2 min read
Documents

How should you prepare documents for your accountant?

A few simple arrangements that make sharing documents and monthly accounting easier.

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2 min read
Working together

Changing accountants — Where should you start?

How to plan the handover so that documents and responsibilities remain clear.

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2 min read
Getting started

Your first conversation with an accountant.

What to share about your business to receive an offer that fits its needs.

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3 min read
Getting started

Your first month in business — How to organise your accounting

Business details, your first documents and how to stay in touch with your accountant. A practical plan for getting started together.

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4 min read
Documents

Invoices and proof of payment — How to link your documents

How to organise invoices, transfers, advance payments and corrections so your accountant can follow the transaction from start to finish.

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4 min read
Documents

An unusual business expense — What should you explain to your accountant?

Five elements of a short description that helps your accountant understand and assess a purchase.

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3 min read
HR

Your first team member — How to prepare the paperwork

What to discuss before someone starts, so HR, payroll and responsibility for formalities are clear.

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4 min read
Tax and accounts

Your annual tax return — What to prepare before your appointment

How to gather income details, documents for tax reliefs and questions about your PIT return.

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4 min read
Overseas

Your first international sale — What to discuss with your accountant

The customer, what you are selling, transport and payment. Information to gather before arranging your first international transaction.

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Let's have a conversation

Every business has its own questions.

Tell us what you need. We'll work out the rest together.

Let's talk