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Bookkeeping services — Professionals
Bookkeepers should qualify systems, volumes and source quality before offering a recurring service. Define who supplies evidence, approves classifications and resolves exceptions, and keep payment authority, tax advice and accounts sign-off separate unless expressly and appropriately engaged.
Service scope
Organising and maintaining a business's transaction records under an agreed workflow, including source-document processing and reconciliations where scoped. Bookkeeping is not automatically accounts certification, tax advice, audit assurance or authority to make payments for the customer.
What is normally included
- Transaction-record maintenance
- Source-document organisation
- Agreed reconciliations and routine summaries
What is not included
- Audit opinions
- Unauthorised bank transactions
- Guaranteed tax treatment of every entry
Qualification checks
- Confirm bookkeeping competence
- Assess software and record volume
- Define evidence and approval roles
- Agree secure access
- Establish exception and adviser handoffs
Quote guidance
Price setup, recurring processing, reconciliations and backlog cleanup separately. State volume assumptions and the treatment of missing records, with tax returns, annual accounts and payment execution clearly identified as included or excluded services.
Lead risks
- The backlog may be larger than described
- Existing balances may not reconcile
- The customer may expect tax advice from a processing fee
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