Establish the opening position
Review the prior-year closing balances, adjustments and unresolved items supplied by the client. Confirm how opening differences should be raised before rolling schedules into another year.
Build the requested supporting schedules
The reviewer may require fixed-asset movements, accrual and prepayment schedules, receivable and payable support, or loan reconciliations. The agreed checklist determines what is prepared.
Hand over preparation work for professional review
Draft schedules and accounts-preparation work remain subject to the appointed reviewer’s decisions. Statutory accounts approval, audit opinions and regulated filings are not conferred by outsourcing preparation work.
Start with a defined assignment.
What financial year, entities and reviewer checklist should the handover cover? Share the software, country and approximate workload. We assess the fit, confirm the preparation and review responsibilities, and propose a limited initial scope before considering recurring support.
Request a scoped proposal ↗Questions about this service
What should we prepare for year-end accounts support?
Begin with year-end trial balance and prior-year file; reconciliations and material contracts or schedules; the appointed accountant’s preparation checklist. Confirm the period and reviewer before access is provided.
What will the handover include?
The agreed scope can include organised year-end working file; draft schedules linked to source records; a clear list of outstanding queries and decisions. Unresolved questions are identified for review.
Can we start with one process?
Yes. A limited pilot can establish the workflow, questions and review points before recurring support or additional capacity is agreed.
Where is the work performed?
Our accounting outsourcing delivery is based in India. Engagement scope, working arrangements, systems and review responsibilities are agreed before work begins.
Who reviews the work?
We prepare the agreed accounting work and identify questions. Your designated reviewer accepts the handover; regulated advice, filing, certification and attestation remain with the appropriately authorised professional where required.