The amount of accounting support a business needs can change. The responsibilities should be clear at every stage.

Carew & Wells describes scalable accounting services ranging from data entry and bookkeeping to CFO expertise. The starting point is the work your team needs covered.

Support for the routine.

Month-end work can include reconciling accounts and reviewing data entry. The wider service offering includes depreciation and asset maintenance, bookkeeping and financial-statement preparation.

Information throughout the year.

Quarterly write-up and dashboards for key measures provide another possible scope. Discuss which information the business uses, who prepares it and what management needs to see.

Which responsibilities need support?
Which information needs attention?

Help with a change.

A new accounting system, a connection between business systems, or an acquisition or sale can create a project with its own requirements. The practice lists these among its accounting services.

Agree the scope together.

Explain your current process, the people involved and the reason for the request. The office can discuss which services fit and how they relate to work already handled elsewhere.

  • Responsibilities inside and outside your business
  • Available records and reporting needs
  • Timing and the period involved
  • Service scope, fees and the next step

A service overview, not a fixed package or a promise of a specific financial result. Engagement terms are agreed directly with the practice.

Discuss accounting support