Services
Start with the work
that needs doing.
Monthly support, reporting and catch-up have different starting points. A clear scope makes the distinction useful.
Find a starting point
What needs attention?
Choose the situation closest to yours to see how we can help and what we need to get started.
ENGAGEMENT NOTE
A dependable monthly close.
- The work
- Organize transactions, reconcile the agreed accounts and prepare the month for review.
- Where we start
- The current records, the accounts involved and the people who can answer questions.
- The rhythm
- A regular date for sharing records, a list of questions to resolve and a monthly review.
The boundary
Accounting support is an agreed service.
Before work begins, we agree which accounts, periods and reports we will handle, what you need to provide and which services require a separate arrangement.
Tax filings, audit and specialist advisory work are not assumed to be included. The scope conversation should make those boundaries clear.
Scope & responsibilities