Accounting, bookkeeping and tax compliance
Organized accounting records and recurring compliance support, with responsibilities and filing coverage agreed in advance.
Who this service is for
Business owners, freelancers and organizations needing ongoing accounting and tax compliance support.
Scope of professional services
- Bookkeeping and financial reporting
- Tax return preparation and compliance coordination
- Payroll, statutory reporting and PEZA reporting where included in the scope
- Retainership and training
Scope and availability depend on professional eligibility, client acceptance, applicable standards, independence requirements and engagement-specific circumstances. Some combinations of advisory and external audit services for the same client are prohibited. No regulatory approval, tax saving, audit opinion or other outcome is guaranteed.
Typical engagement deliverables
- Agreed accounting reports and reconciliations
- Applicable returns and filing or payment records within the agreed scope
- A recurring document and compliance schedule
Documents to prepare
- Registration documents and registered tax types
- Invoices, bank statements and transaction records
- Payroll inputs and prior filings where relevant
Please do not upload confidential records, identification documents or passwords through the initial inquiry. A suitable channel can be arranged after discussion.
From inquiry to engagement
Initial inquiry
Identify the required service, business type, location, and preferred communication method through our booking form.
Preliminary professional assessment
We evaluate your requirements, preliminary scope, professional suitability, conflicts of interest, and applicable independence considerations.
Engagement proposal and acceptance
Where suitable, we prepare a proposal outlining fees, scope, deliverables, responsibilities, and the expected timetable.
An inquiry or booking is a request for discussion. A professional engagement begins only after acceptance procedures and formal agreement.
Factors affecting professional fees
Document volume, tax types, reporting frequency, number of employees, systems and historical clean-up needs.
How our professional fees are determined
Our professional fees are determined based on the nature, scope, complexity, professional responsibility, and expected resources required for each engagement.
Recurring accounting and tax compliance arrangements may be offered through agreed monthly retainers, while audit, assurance, and specialized advisory services are generally subject to engagement-specific assessment and quotation.
Statutory filing fees, government charges, and other agreed out-of-pocket expenses are separately identified where applicable.
A formal engagement proposal will outline the relevant scope, deliverables, responsibilities, and professional fees before acceptance.
Frequently asked questions
Does a monthly retainer cover every filing?
Only the filings and deliverables listed in the engagement proposal are included.
What if my records are incomplete?
We first assess gaps and agree on reconstruction or clean-up work and its separate scope.