Service · Enquiry only
Bookkeeping Source Organisation
Source documents are difficult to hand over. Receive folder/index structure up to 25 references, completeness checklist, accountant handover note for the agreed scope.
For
Small businesses with an appointed accountant
Scope
Folder/index structure up to 25 references; Completeness checklist; Accountant handover note
Deliverables
Folder/index structure up to 25 references; Completeness checklist; Accountant handover note
Exclusions
Bookkeeping certification; Tax returns; Accounting opinions; Bank credentials
Your inputs
Accountant-approved categories; Non-sensitive document metadata
Turnaround
Proposed 4 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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