FixThatNow
Accounting for shared-property organisations — Accounting and financial-reporting services — Professionals
Prepare accounts and financial reports for a defined property client and period. Keep routine bookkeeping interfaces, funds ownership and any assurance or tax work separate and explicit.
Service scope
Preparation of agreed accounts and financial reports for a specified owners organisation, property-management business or other defined property client. The reporting entity, funds, accounting period and deliverables are identified, with routine bookkeeping, tax work and assurance separately scoped.
What is normally included
- Review the identified property-client accounting records
- Prepare the agreed period-end accounts and reports
- Coordinate bookkeeping, tax and assurance interfaces as specified
What is not included
- No automatic control of funds or audit authority
- Assuming authority over client or owner funds
- Treating every property organisation as the same entity
- Automatic audit or legal governance advice
Qualification checks
- Confirm the reporting entity and funds
- Confirm the accounting period and statements
- Confirm the bookkeeping interfaces and professional permissions
- Check that owner or client funds are distinguished from the management business's own records
- Confirm who approves adjustments and whether tax work or assurance is separately commissioned
Quote guidance
State the reporting entity, period, statements and underlying-record assumptions. Price bookkeeping cleanup or separate tax and assurance services distinctly.
Lead risks
- Mixed client or owner funds can require additional reconciliation
- Formal reports may depend on records or specialist work outside the engagement
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