Scope
Scope of services
We provide bookkeeping, finance operations support, and management reporting services.
We do not provide:
- tax filing services
- statutory filings
- audit or assurance services
- audit sign-off
- legal advice
We can prepare clean, reconciled books and supporting schedules for your local tax/statutory provider.
Client
Client responsibilities
- Provide complete disclosure of all business accounts (banks, cards, PSPs)
- Provide timely access to statements, receipts, invoices, and supporting documentation
- Designate a point of contact for monthly questions and approvals
Confidentiality
Confidentiality
We treat client information as confidential and can sign an NDA upon request.