Engagement scope
A written scope distinguishes preparation, review, approval and submission responsibilities.
Our approach
A clear, collaborative approach to company records, ledgers, management accounts, payroll, VAT, company administration and approvals.
Our operating position
A UK company director may delegate day-to-day work to an accountant, but remains legally responsible for company records, accounts and performance. Our role is to make the agreed work clear, controlled and easier to review.
Each engagement identifies the legal parties, service scope, deadlines, source records, responsible contacts, approval points and any company VAT or Companies House submissions included.
What accountability looks like
A written scope distinguishes preparation, review, approval and submission responsibilities.
Source documents, changes, exceptions and approvals are retained in a form appropriate to the service.
Directors and authorised contacts review payments, filings and material accounting judgements.
Missing records, uncertainty, unusual transactions and control failures are raised rather than silently assumed.
UK company routines
Depending on the agreed service, this can include accounting records, digital VAT records, compatible software, payroll routines, Companies House deadlines, record retention, client authorisation and proportionate onboarding checks.
We agree the source records, cut-off, reconciliations, query process and owners for supplier and customer balances.
We agree the digital records, return period, review evidence, authority and submission responsibility. No other tax service is offered.
We agree employee changes, cut-off dates, approvals, pension information, payment responsibility and included filings.
We document which formation or Companies House tasks are included and which decisions remain with directors or third parties.
Working together
Our work centres on SME accounting operations and company VAT. When Corporation Tax, Self Assessment, personal tax, statutory audit, legal, investment, insolvency or property advice is needed, we work alongside the appropriate specialist and keep the accounting handover clear. Bank account, finance and office applications remain subject to each provider's own checks and decisions.
Discuss your needs →