You decide which services are applicable to you and pay for that service(s) online.
You scan all your Accounting documents to us that are required for Management Accounts. If however we are doing your VAT for the period and Accounts, you do not need to send us anything. We request you send us a Word document or Excel spreadsheet for all your petty cash vouchers, sales, and purchases etc which are difficult to scan. You can also scan us your last set of Accounts, if we do not have them already.
Upon receipt of your documents, we will email you what we have received and also email you what we still require. You can either confirm us to wait for this information or you cannot provide anything more. Based upon your answer we will start preparing your Management Accounts and forward you a draft set within 7 days with a list of documents we still require and any major questions still outstanding. Once we receive your comments on the draft Management Accounts, we can finalise the Management Accounts within 3 days
We will email our complete working file for the set of Management Accounts we have prepared.
In case you need any assistance in your paperwork, that you need to meet someone to guide you or collect the documents & return them, as you find it difficult to scan, please order the relevant modules also.
For examples of our sample correspondence & working files PLEASE click on the PDF | |
Samples | |
Management Accounts 01 May 16 to 31 Oct 16 |
Notes |
Projected Accounts 01 May 16 to 30 Apr 17 |
Projected Accounts 01 Nov 16 to 30 Apr 17 |