Zero-Risk
Bookkeeping and filing
Commitment
Unsorted receipts. Incomplete books. Years of neglected records. We work through the backlog and define the steps needed to put it right.
Records review
We review the periods, records and outstanding filing issues. You get a defined scope based on the work your company actually needs.
Timing follows the volume and condition of the records and the outstanding issues. We agree priorities after reviewing the backlog.
Reconciliation
Our team organizes books, receipts, contracts and tax records, reconciles available evidence and identifies gaps that need your input.
Incomplete records can be the starting point. We identify missing evidence and agree how to address the gaps.
Responsibilities
Accounting and filing responsibilities are set out in the scope. Our lawyer handles the legal issues. Your business information stays confidential.
When the records are incomplete
Illustrative process: a company brings receipts and books with missing supporting records.
Review
Identify the periods, available evidence and outstanding filings.
Organize
Reconcile the available records and list the gaps that need your input.
Agree the next steps
Set priorities and responsibilities for accounting, filing and legal issues.
The scope and timing follow the records review. This is a process example, not a fixed-price offer or a promised tax outcome.
Requirements
Send the periods you need reviewed and an outline of the books, receipts, contracts and filings available.