BUSINESS 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.
Who this is for
Small businesses with an appointed accountant
Scope and deliverables
Folder/index structure up to 25 references; Completeness checklist; Accountant handover note
- 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
Delivery and pricing
4 proposed 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.
Fee, applicable tax and authorised outside costs agreed in a written scope. No instant purchase.
Enquire / request scopeProfessional boundaries
No guaranteed customer outcome, funding, compliance or professional certification. Client verifies own facts and approves scope-specific external action separately.
Can I pay for this immediately?
No. Send an enquiry first; deliverables, tax, fees and scheduling require a written quote and accepted scope.
How can I expand the scope?
Request a separately quoted revision or compare the premium consultancy packages. No automatic upgrade or charge applies.