FixThatNow
Accounting and financial-reporting services
Describe the entity, reporting period and accounting outputs required. Explain the state of existing records and any interfaces with bookkeeping, payroll or tax advisers. Ask the provider to identify their qualifications and which work they can undertake in the relevant market.
Service scope
Professional assistance with accounting records, financial statements and agreed business reporting within the provider's actual qualifications and permitted local scope. Engagements identify the entity, records, reporting period and outputs; audit, tax representation and protected designations are verified separately.
What is normally included
- Review accounting records and reporting requirements
- Prepare agreed accounts or financial statements within professional scope
- Deliver reports and coordinate specified specialist interfaces
What is not included
- No universal equivalence of Accountant, Bilanzbuchhalter and Expert-comptable
- No automatic statutory-audit or tax-representation authority
- Automatic statutory audit authority
- Guaranteed tax savings or filing compliance
- Assuming identical professional permissions across all markets
Typical tasks
- Review accounting records and reporting requirements
- Prepare agreed accounts or financial statements within professional scope
- Deliver reports and coordinate specified specialist interfaces
- Identify gaps or inconsistencies in records before preparing the agreed reports
- Document accounting assumptions and matters referred to separately appointed specialists
What to include in your brief
- Entity, reporting purpose and period
- Required work and deliverables
- Verified professional status in the relevant market
- Volume and format of records and the accounting software in use
- Reporting deadline and any prior-period accounts or adviser handover
Choosing the right professional
Choose a provider for the actual reporting task and local professional scope. Verify audit, tax-representation or protected-title requirements separately rather than treating all accounting designations as equivalent.
Important considerations
- Incomplete or unreconciled records can increase preparation work
- Audit or specialist reporting may require a separately qualified provider
Related services
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