How we can help
Ongoing accounting support with a defined monthly scope, reporting schedule and client responsibilities.
What to prepare
- Accounting access, chart of accounts and the period requiring work
- Bank and card statements, reconciliation history and source documents
- Payroll frequency, staff locations and existing provider details
How the engagement works
We establish opening information, agree the bookkeeping or payroll tasks, and flag missing records before producing reports. Historical cleanup, tax returns, payroll registrations and advisory work are identified separately in the written scope.
Start with a general description of your needs. The team confirms the tax year, country, forms, scope and fee before preparation. Share identity documents and financial records only through your client portal after onboarding. Review the prepared work and any filing authorization before submission.