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A bookkeeper has resigned and is leaving the office
1

Secure Access to All Accounting Systems and Files

Before anything else, lock down and retrieve access.

  • Ensure you have admin-level access to cloud accounting platforms (like Sage, QuickBooks or Xero).
  • Retrieve passwords for any spreadsheets, backups, payroll software, or SARS eFiling profiles.
  • Change login credentials to protect sensitive data.

🛑 Act fast to avoid gaps in access that could cause long-term disruption.

2

Assess the Current State of Your Books

Now that you’ve secured access, assess the damage.

  • Are all your transactions up to date?
  • Are VAT returns, payroll, and tax submissions current?
  • Are there missing invoices or unreconciled bank statements?

You need a clear picture of how far behind you are—and what’s at risk.

3

Prioritise Time-Sensitive Tasks

If deadlines are looming (or have passed), jump straight into triage.

  • VAT submission due? Get those books reconciled immediately.
  • PAYE or tax return overdue? Prioritise SARS submissions to avoid penalties.
  • Debtors claiming incorrect statements? Get them corrected now to protect cash flow.

🔧 Focus on the tasks that could hurt your business first—then work backwards.

4

Get Professional Help—Fast

You don’t have to figure this out alone. At Bletchleys, we’re often called in exactly when things go wrong—when a bookkeeper disappears, SARS deadlines are missed, or directors discover their records are in a mess.

Our team will:
✔️ Step in immediately to stabilise your books
✔️ Identify and fix problem areas
✔️ Get your business compliant again
✔️ Put processes in place to prevent future chaos

We’re fast, discreet, and focused on solutions—so you can get back to running your business with confidence.

5

Put a Long-Term Solution in Place

Once the immediate fire is out, it’s time to rethink how your financial function is managed.

Ask yourself:

  • Do I really need a full-time in-house bookkeeper?
  • Would outsourcing be more cost-effective and reliable?

Outsourcing your bookkeeping to Bletchleys means:

  • No staff turnover or sick leave interruptions
  • Reduced costs—clients save up to 80%
  • Continuous compliance with SARS
  • Real-time access to up-to-date books and reports

Contact Bletchleys for immediate support and a free consultation. Let’s bring order back to your business.

Contact us today for a free consultation.

Sage Accounting | Xero | Quickbooks

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