Accounting & tax
Clarity in your accounts. Confidence in your next decision.
Financial records that support a clearer picture of your business.
YOUR BUSINESS / YOUR NUMBERS
Keep the information behind your accounts organised and useful. Accounting work can include reviewing transaction records, reconciling balances and preparing reports that help you understand the period. Discuss your current records, systems and reporting needs at the start.
Discuss the scope
Financial records should do more than sit in a folder until a deadline arrives. They help explain how your business is performing, where cash is being used and what needs attention. Accounting, tax and assurance engagements begin by understanding your organisation and the work required, then agreeing the scope and responsibilities in clear terms.
A PRACTICAL WORKING RELATIONSHIP
Explain the organisation, reporting obligations, current records and the support you need.
Define deliverables, responsibilities and fees based on the nature and complexity of the work.
Provide the agreed records and resolve questions so reporting can move forward.
Fees should reflect the nature and complexity of the work involved. Scope, responsibilities and the amount are agreed before work begins, not inferred from turnover alone.
No. They are different assurance engagements with different procedures and levels of assurance. The appropriate requirement depends on your organisation.
Explain your entity type, reporting period, accounting system and the work you need. Have recent financial reports and details of outstanding obligations available.