SCOPE OF SERVICES
Three financial sections. Inputs, tasks, and outputs are specified throughout.
The scope of the collaboration is determined not by a general package name, but by the volume of data, the scope of responsibility, the frequency, and the expected output.
01
ACCOUNTING
The foundation of sound financial management.
The goal is not merely to record data, but to maintain a reconcilable ledger, provide early warning of discrepancies, and ensure a traceable close of the period.
- Who it's for: Businesses that handle a regular flow of receipts.
- Please submit the following: invoices, bank and cash register data, contracts, and changes.
- We provide the following: a reconciled ledger, a list of missing items, and a periodic report.
- Frequency: monthly processing, with closing and reconciliation points.
02
TAX RETURN
Deadline, data source, and confirmation—all in one chain.
A tax return task is considered to be under control if the required data, the person responsible for the review, and the closing document are already known prior to submission.
- Who it's for: Those with regular or periodic filing obligations.
- Please submit the following: records, reports of extraordinary events, and supporting documents.
- Here's what we'll provide: review status, submission result, and next deadline.
- Frequency: in accordance with the tax filing schedule and the business's obligations.
03
PAYROLL CALCULATION
Don't let the monthly updates get lost in email chains.
A fixed data transfer schedule, a list of changes, and a closing check make the payroll processing procedure predictable.
- Intended for: businesses that employ workers.
- Please submit the following: new hires, terminations, absences, benefits, and monthly changes.
- Here's what we provide: monthly payroll reports, related lists, and audit status.
- Frequency: According to the monthly closing schedule, with exceptional changes handled separately.
A good initial description is all it takes to get an accurate quote.
Please specify which service, what type of business, and what current issue you would like to discuss.