Start with the business and its records
Tell us what you sell, how customers pay, which systems hold the records and what feels behind. A short initial enquiry is enough to start. Financial documents are requested only through an agreed channel.
Review before agreeing on the work
The assessment covers accounts, open periods, payroll, sales-tax registrations and the reports you need. We separate catch-up work from ongoing work and identify missing source documents before quoting.
Set responsibilities and timing
- Agree on access, document delivery and questions that need owner approval.
- Identify who approves payments and who prepares and submits returns.
- Set a monthly close timetable and a clear route for unresolved items.
- Confirm how the tax professional receives year-end balances and schedules.
Close, explain and improve
Reconcile each account, resolve differences and produce the agreed reports. Review the specific measures that matter to the business: location performance, inventory movement, job margins or overdue receivables. Adjust the process when the business changes.
Put this into practice
A practical next step
Bring the records you have.
We can identify missing information, agree on the scope and organize the next bookkeeping step.
Request a bookkeeping review