Ongoing support or a defined piece of work
Regular bookkeeping concerns the records behind business transactions. A catch-up project has a different starting point: identifying the period involved, what has already been recorded and where supporting information is missing. Our bookkeeping page explains these work types.
Year-end accounts draw on those records for a particular accounting period. If bookkeeping is incomplete, the work may need to include resolving gaps before accounts can be prepared. Distinguish that preparation from a request to review accounts that already exist.
Tax work needs its own scope
A question about a return, business expenses or correspondence from HMRC, the UK tax authority, should identify the tax subject and period involved. Our tax enquiries page covers the different starting points.
Account preparation, tax advice and representation are separate responsibilities to discuss. The Institute of Chartered Accountants in England and Wales recommends tailoring written terms to the client and work in its engagement letter guidance (icaew.com). A service title alone leaves important details unresolved.
Discuss the work you need
Useful scope decisions include the period covered, expected output, records requiring attention and tasks that will remain with your business or an existing adviser.
Use the contact form to discuss the accountancy work needed for your Manchester business.