Service · Enquiry only
Accountant Handoff Pack
Open questions lack a clear documentary trail. Receive finance question brief, document index, open-query register for the agreed scope.
For
Businesses engaging their own qualified accountant
Scope
Finance question brief; Document index; Open-query register
Deliverables
Finance question brief; Document index; Open-query register
Exclusions
CA services; Audit/assurance; Return filing; Final financial statements
Your inputs
Named accountant; Requested documents; Approved facts
Turnaround
Proposed null working days. After written scope acceptance, complete approved inputs and confirmed delivery capacity. Pause on missing inputs, client revisions or independent professional response; dates confirmed in quote. Dates are confirmed in the written scope.
Pricing
Fee, applicable tax and authorised outside costs agreed in a written scope. No instant purchase.
Professional boundaries
No guaranteed customer outcome, funding, compliance or professional certification. Client verifies own facts and approves scope-specific external action separately.
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