Your current setup
Discuss your current software, records and any periods needing catch-up work.
Bookkeeping
Organized records of income and expenses support day-to-day decisions and tax preparation.
Ongoing bookkeeping
Agree the frequency of updates and which reports and reconciliations are included.
Bookkeeping & tax
Keeping records organized can make tax preparation more straightforward. Bookkeeping and return preparation are distinct scopes; confirm what is included in each.