Work / Bookkeeping
Bookkeeping
Bookkeeping and consolidated reporting across individuals, operating companies, holding entities, trusts, and rental property, with a regular close and a clear package of reports.
From scattered to coordinated
Possible bookkeeping needs
Records may be spread across banks, entities, and advisers. The written engagement identifies the records included.
Where the work aims to take you
Bookkeeping records and management reports for the records covered by the written engagement. No audit, review, professional compilation, or other assurance service is provided.
What this includes
- Bookkeeping for each person, entity, and trust in the engagement
- A monthly or quarterly close with reconciled accounts
- Bookkeeping records and management reports for the records covered by the written engagement. No audit, review, professional compilation, or other assurance service is provided.
- Books kept ready for tax preparation and planning
Who this is for
Businesses and individuals whose finances run through several entities, trusts, or properties and no longer fit in one spreadsheet.
How an engagement works
Introductory call
A conversation about your situation, entities, and current advisers to see whether the engagement is a fit.
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 the records needed for the agreed bookkeeping work 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.
Frequently asked questions
How does an engagement start?
The work starts with an introductory call. Sending an inquiry or booking an introductory call does not by itself create an engagement. Wendland Services accepts work only after both parties sign a written engagement agreement.
How are fees set?
Each engagement is scoped to your situation and, where possible, set at fixed fees.
Do you work in German?
Yes. Wendland Services works with clients in English and German.
Do you manage investments?
No. Wendland Services does not manage or hold client assets and does not sell investments or insurance. Wendland Services works alongside your wealth managers.