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How to Create and Submit a Request on CheckTheBooks | Step-by-Step Process

Updated this week
  1. Log in to CheckTheBooks.com

Visit checkthebooks.com and click “Post a Request.”

2. Access the Request Page

On the next screen, click “Post a Request” located at the bottom-left of your screen.

3. Sign in or Register

  • If you already have an account, sign in using Email, Google (Gmail), or LinkedIn.

  • If you’re a first-time user, click “Register” at the bottom-right and create an account using Email, Google, or LinkedIn.

4. Add Your Request Details

Fill in the required information about the service you need, including the type of support and your budget.

5. Submit Your Request

Click “Submit Request.” Your request will be sent to the CheckTheBooks team for review and approval.

6. Get Matched with Experts

Once approved, your request becomes visible to relevant experts who can respond and offer support.

Free Tips: What to Include in Your Request

To get better and faster responses, consider adding:

  • The type of business you run (e.g. limited company, sole trader, startup)

  • The software you use (e.g. Xero, QuickBooks, Sage, Excel)

  • Whether the work is one-time or ongoing

  • An estimate of monthly transactions (if applicable)

  • Any UK-specific needs (VAT, PAYE, HMRC, Companies House)

Clear details help experts understand your needs and respond more accurately.

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