Scope & responsibilities
Know who is
doing what.
The service name starts the conversation. The scope describes the actual arrangement.
Margin’s work
Name the accounts, periods and outputs.
The scope identifies the bookkeeping or reporting work to be prepared, the accounts and periods involved, the information required and the expected review process. The fee basis and any separately charged work are discussed before proceeding.
A later change in volume, complexity or service needs can require a revised scope. That change should be explicit.
The business’s part
Provide records and the context behind them.
The business identifies a point of contact, provides the agreed source information and responds to questions that require its knowledge. Decisions and approvals remain with the people authorized to make them.
The arrangement should also explain how access is managed and which records are retained through the working process. This public site does not handle those records.
Outside the scope
Be clear about separate services.
Tax filing, audit, legal work and specialist advice are separate from the monthly services described here unless expressly agreed otherwise. A question that belongs elsewhere is identified as such.
Start a scope conversation