Overview
Overview
Reliable books are the basis for tax compliance, funding and informed decisions.
We record transactions, maintain ledgers and reconcile key balances on a schedule that suits you, using your preferred accounting software.
Who this is for
- Small businesses and start-ups
- Professionals and freelancers
- Businesses without a full-time accountant
Scope of work
The precise scope is confirmed in writing for each engagement. It typically includes:
- Recording of sales, purchases and expenses
- Ledger maintenance
- Bank and party reconciliations
- Monthly summaries
Documents usually required
- 01Invoices and bills
- 02Bank statements
- 03Access to accounting software
We share a checklist specific to your case. Please do not send identity or financial documents by email — existing clients can upload them securely through the client portal.
How we work
- 1
Initial discussion
We understand your situation, the period involved and what you need from the engagement.
- 2
Scope & document list
You receive a written scope and a checklist of the information we need.
- 3
Preparation & review
Our team prepares the work, which is then reviewed by a senior professional.
- 4
Your approval
We walk you through the outcome and obtain your confirmation before anything is filed or issued.
- 5
Completion & records
Filing or delivery is completed as applicable, and acknowledgements and working papers are shared or retained.
Frequently asked questions
Which software do you work with?
We work with commonly used accounting software; let us know what you use and we will confirm.
Last updated 11 Oct 2026. This page is general information, not professional advice. Applicability depends on your facts and the law in force; we do not guarantee any particular outcome, saving, registration or approval.