Records
Bookkeeping and Cloud Accounting
Accounting records maintained or brought up to date, with reporting that is current enough to act on.
Overview
What this service involves.
Timely records make every later decision easier — from a lending conversation to a year-end filing. Depending on the engagement, we can maintain the records, support an internal bookkeeper, or bring records up to date before other work proceeds.
When it may be useful
- Records are behind and a filing deadline or financing request is approaching.
- An internal bookkeeper would benefit from professional oversight.
- The organization is changing accounting software or reporting processes.
Preparation
Information you may need to provide.
Nothing needs to be complete before we speak. Where records are incomplete, bringing them current is treated as its own piece of work.
- 01Access to the current accounting file or records
- 02Bank, credit and loan statements for the periods concerned
- 03Sales tax and payroll filing history
- 04A description of how the records are currently maintained
Confidential documents should not be sent through the website contact form or ordinary email. We will confirm how to transmit them securely.
Connected services
How this work connects to the rest.
Accounting and Financial Reporting
Financial statements and year-end reporting prepared so that owners, boards and lenders can rely on the numbers in front of them.
Payroll and Compliance Support
Support with recurring payroll, sales tax and information filings, and with the correspondence that follows them.
Questions
Before you get in touch.
Scope is confirmed in writing before work begins, based on the reporting obligations that apply, what records already exist, and the decisions the organization is facing.
Yes, and they often are. Reporting, tax and advisory work draw on the same records and the same understanding of the organization, which is why they are coordinated rather than treated separately.
That depends on who relies on the financial statements and what your governing documents, funders or lenders require. It is one of the first things we review together.
Fee arrangements are discussed as part of confirming the engagement, once the scope of work is understood. Pricing is not published on this website.
Insights
Related reading.
No articles relating to this service have been published yet.
Software and platform choices are discussed based on the organization's requirements; the firm does not claim a partnership with any provider.
Information provided through this website is general in nature and should not be considered accounting, tax, legal or financial advice. Professional advice should be obtained for your specific circumstances.
Contact
Start with a confidential conversation.
Tell us what you are working through, even if every detail has not yet been defined. Our team can help determine whether our services align with your needs.