We take time to understand the records you have, the work you need and the output you expect. The scope, fee and delivery arrangements are agreed before the assignment begins.
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Bookkeeping and accountancy support can involve different records, reporting periods and outputs. We establish the details before confirming how the work will proceed.
This helps clarify what is included, which information needs to be supplied, how questions will be handled and when the agreed work is expected to be delivered.
The process below explains the usual stages. The exact requirements depend on the service selected and the arrangement confirmed for your assignment.
Each stage helps establish what is needed, what will be prepared and what happens next.
Contact us with a brief description of your organisation, the type of bookkeeping or financial record support you need and the period involved.
A general description of the task, the main issue you want to address and any relevant deadline.
We clarify the work requested, the expected deliverables, the records required, the fee and the proposed timeframe before the assignment proceeds.
Included tasks, exclusions, delivery format, communication arrangements and any applicable start conditions.
Provide the statements, invoices, receipts, existing bookkeeping files or other records relevant to the agreed task. We may ask for clarification if information is incomplete.
The required information must be received and the agreed starting conditions must be met. The delivery timeframe is confirmed in the service arrangement.
We carry out the agreed bookkeeping, record organisation, preparation or summary work. If an issue affects the task, we may contact you for further details.
Respond to reasonable information requests and let us know if relevant circumstances or instructions change.
We provide the agreed records, schedules, summaries or checklist using the confirmed delivery method. Any included clarification or follow-up is handled according to the agreed scope.
You receive the specified deliverables and any identified outstanding questions or items requiring further information.
You do not need to send every possible document before making an enquiry. Start by describing the task. We can then confirm which records are relevant to the agreed work.
The documents required will vary depending on the service and reporting period.
Relevant bank statements, transaction listings and payment records where required for the assignment.
Sales invoices, purchase invoices, receipts and other supporting documents relevant to the work.
Available spreadsheets, bookkeeping exports or existing records that relate to the requested period.
The dates covered, the intended purpose of the work and any relevant requirements already communicated to you.
Please share only information relevant to your enquiry and the agreed service. We will explain what is needed and how it should be supplied.
The process works best when the requested work is defined and the relevant information is available.
Before work begins, the expected deliverables and delivery timeframe are agreed for the specific assignment. Timing may depend on the volume and condition of the records and whether further information is required.
Format: The agreed records, schedules, summaries or checklists are provided in the confirmed format.
Method: The delivery method, such as email or another agreed arrangement, is confirmed before the work starts.
Questions: Where clarification is included, its scope and arrangements are agreed as part of the service.
Changes: If additional work is requested, any revised fee and timeframe are discussed before the extra work proceeds.
Clear service boundaries help avoid different expectations about the work being undertaken.
Work is based on supplied information. Missing, inconsistent or unclear records may require clarification and can affect the agreed timetable.
Additional tasks are not automatically included. Work beyond the original scope must be discussed and agreed separately, including any extra fee.
Formal filing is not assumed. Statutory accounts, tax returns, VAT return submission or filing with an authority are included only where expressly agreed and appropriate to the service.
Fees and cancellation terms apply. The relevant service terms and cancellation or refund policy should be reviewed before entering into an agreement.
Tell us what you are looking to organise or prepare. We can discuss the records involved and clarify the next steps.
