会计与合规

The first step is to establish what is available: bank statements, invoices, expenses, opening balances and previous filings. We then identify gaps and separate any catch-up work from the recurring accounting service. That gives you a clearer scope than treating an unknown backlog as ordinary monthly bookkeeping.

We agree a handover date and identify the records needed from the outgoing provider, including account balances, transaction history, prior returns and outstanding items. We also clarify who is responsible for any filing due during the transition, so work is not missed or submitted twice.

Tell us whether the company is trading, holding assets, incurring expenses or preparing to launch, and share its existing registrations and filings. We review the work required for that position before proposing a scope. The starting point is your company’s obligations and records, not a standard package based only on revenue.

The scope should specify the periods covered, expected transaction volume, reports, tax work and document-handover responsibilities. Historical clean-up, overdue filings, audit coordination and unusual transactions should be identified separately where relevant. Agree those boundaries before the engagement starts, particularly if you are changing providers or catching up.