By 
- Separate bookkeeping, reporting, audit and tax representation.
- Check professional registrations for the work you will sell.
- Agree client access, approvals and record handover.
Write the service scope in client language
Will you maintain a ledger, reconcile bank entries, prepare monthly reports or give specialist tax advice? Say which tasks you perform and which are referred to another professional. This helps clients understand the offer and helps the authority review the activity.
Take a sample engagement letter to the licensing discussion. Avoid combining bookkeeping and audit in one broad description if the business is not set up and registered for both.
Which professional checks apply?
The Ministry of Economy and Tourism operates auditor registration services. Auditing is not established by a general bookkeeping description on a website. Check the current requirements for the firm and people performing any regulated work.
Tax representation can raise its own registration questions. Confirm the precise scope with the relevant authority before using professional titles or promising to act in a capacity the business does not hold.
Decide how the client relationship works
An accountant needs dependable information from the customer. Agree who supplies source documents, approves entries and reviews the reports. Set a timetable for missing items and explain what happens when records arrive late.
- Identify the software owner and authorised users.
- Agree the document collection and review process.
- Record which submissions need the client’s approval.
- Explain fees for work outside the agreed scope.
Make access proportionate to the job. A monthly reporting engagement should have a clear reason for each account or document the business can access.
Plan the handover before you need it
Clients should be able to retrieve their ledgers and source records when the engagement ends. Agree export formats, administrator access and the return of documents. Our corporate tax records guide explains why retaining usable evidence matters beyond a final report.
For company formation, compare the relevant activities, professional conditions, workspace and staffing needs. Show specialist registration and ongoing practice costs separately from incorporation.
Kompani Setup can help prepare the formation brief and coordinate the questions to take to the appropriate regulator or specialist. A defined service list is the starting point for an accurate quote and a credible client offer.
