Engagement scope
A written scope distinguishes preparation, review, approval and submission responsibilities.
Our operating position
Support does not remove your legal responsibility
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 work clearer, more controlled and easier to review.
Each engagement identifies the parties, scope, deadlines, source records, responsible contacts, approval points and any submissions included. Material judgements, payments and filings are not left to unsupervised automation.
What accountability looks like
Four practical controls
Traceable records
Source documents, changes, exceptions and approvals are retained in a form appropriate to the service.
Human decisions
Named people review material outputs. AI may assist drafting or analysis but does not hold responsibility.
Escalation
Missing records, uncertainty, unusual transactions and control failures are raised rather than silently assumed.
UK-specific checks
Built around the obligations that apply
Depending on the agreed service, this can include digital VAT records, MTD-compatible software, Companies House and HMRC deadlines, record retention, client authorisation and proportionate onboarding checks.
Bookkeeping & records
We agree what constitutes the source record, who supplies it and how exceptions are resolved.
Tax & filings
Only filings named in the engagement are included. The client reviews and authorises the final submission unless agreed otherwise in writing.
AML onboarding
Where work falls within the UK Money Laundering Regulations, identity, business and risk checks are completed before the relevant service begins.
Data & AI
Roles, purpose, access, retention, review and risk are considered before personal or confidential data is used in an automated workflow.
Service boundaries
Specialist work needs the right specialist
Statutory audit, legal advice, investment advice and insolvency work sit outside our standard bookkeeping, reporting and finance-systems scope. Where needed, we work alongside your existing adviser or help define the hand-off to an appropriately authorised provider.
Discuss your scope →