Document Collection for Annual Accounts

I’m looking for a reliable accounting-savvy professional to gather and organise every document I’ll need to prepare my annual financial statements. The work is strictly about collection and organisation; I’ll hand the files to my tax advisor once everything is in order, so no compiling of the statements is required.

Scope of work
• Identify all required source documents—sales invoices, purchase receipts, bank statements, payroll reports, contracts and any other supporting records—for the entire fiscal year.
• Set up a clear digital folder structure that mirrors statutory categories (revenues, expenses, assets, liabilities, equity, etc.). My preference is simple folder hierarchies on a shared drive; I currently use digital folders and would like to keep it that way.
• Retrieve the files from the various places they live now (email attachments, cloud storage, downloaded bank files, scans of physical receipts) and rename them consistently so that each file is instantly recognisable.
• Flag any missing or unclear items so I can follow up quickly with suppliers, clients, or the bank.
• Deliver a final checklist confirming that every category is complete and ready for the accountant.

Tools & access
I haven’t fixed on a particular bookkeeping platform, so you’re welcome to suggest best-practice solutions for document management if they streamline the process, but they must work seamlessly with standard digital folders (Google Drive, OneDrive, Dropbox—whichever we choose together).

Success criteria
• Every required document collected, categorised and stored in the agreed folder tree.
• Consistent file-naming convention applied throughout.
• Completed gap-analysis checklist delivered.

If you have experience setting up paperless workflows and know your way around typical accounting documents, I’d love to hear how you would tackle this and how soon you can start.