Approach
How an engagement works
Bookkeeping work is limited to the agreed records and tasks. Tax, legal, and other specialist advice must come from appropriately qualified advisers.
Introductory call:
a discussion of the proposed bookkeeping scope, without confidential records.
Scope and engagement letter
Each engagement is scoped to your situation and, where possible, set at fixed fees.
Organize the bookkeeping records
After both parties sign the engagement agreement, only necessary bookkeeping records are requested through an approved secure channel. Do not provide account passwords.
Standing calendar
Regular closes, set in advance and shared with your other advisers.
How fees are set
- The scope of work, fees, and any separately charged expenses or third-party costs are agreed in writing before work begins. Additional work requires prior written agreement on scope and charges.
- Agreed expenses and third-party costs are set out in the written engagement agreement.