Scope of work
Everything we deliver, in writing
Five tiers across three pillars. Each one lists the scope we take on and the deliverables you receive — so you can compare options before submitting an RFP.
The ledger
Scope on the left, deliverables on the right.
At a glance
Five tiers, three pillars
Deliverable counts are shown so you can size the tiers against each other at a glance.
| Pillar | Tier | Scope items | Deliverables |
|---|---|---|---|
| Accounting | Essential | 3 | 7 |
| Accounting | Advanced | 1 + | 4 + |
| Tax advisory | Standard | 3 | 5 |
| Strategic financial advisory | Basic | 4 | 4 |
| Strategic financial advisory | Advanced | 4 + | 4 + |
A plus sign marks a tier that also includes everything from the tier below it.
Pillar 01
Accounting Services
Essential Accounting Services
Essential tierScope of work
- Day-to-day bookkeeping
- Provide system generated weekly and monthly financial reports
- Produce quarterly IFRS compliant financial statements
Deliverables
- Weekly sales report
- Weekly inventory report
- Monthly financial statements
- Quarterly IFRS compliant financial statements
- Liaison with external auditor for the finalization of year-end audits
- Liaison with tax accountant for the preparation and filing of your business
- Reports required for weekly / monthly management meetings
Advanced Accounting Services
Advanced tierIncludes everything in the Essential tier, plus the following.
Scope of work
- Preparation of annual budgets
Deliverables
- Reports to the management and Board of Directors
- Annual budget reports
- Variance analysis reports
- Support to develop / maintain company business plan
Pillar 02
Tax Advisory Services
Tax Advisory Services
Standard tierScope of work
- Corporate income tax (CIT) compliance services
- VAT compliance services
- Withholding Tax (WHT) compliance services
Deliverables
- CIT returns preparation and filing
- VAT returns preparation and filing
- Assessment of WHT applicability and WHT return preparation and filing
- Tax planning solutions that reduce liabilities, optimize deductions
- Tax reminders and latest tax amendment updates
Pillar 03
Strategic Financial Advisory Services
Basic Strategic Financial Advisory Services
Basic tierScope of work
- Past and present financial data analysis and preparation of projections
- Review of company financial health and provide strategic insights
- Budget and actual variance analysis
- Support with scenario planning to assess the business decision making
Deliverables
- Financial projections and analysis pack
- Company financial health review with strategic insights
- Budget vs. actual variance analysis
- Scenario planning support for business decisions
Advanced Strategic Financial Advisory
Advanced tierIncludes everything in the Basic tier, plus the following.
Scope of work
- Assist in preparation / customising of company strategy
- Assist in preparation of company pricing strategies
- Advisory on debt / equity management
- Advisory on investments, M&A, and business valuation
Deliverables
- Company strategy documentation and customisation support
- Pricing strategy recommendations
- Debt / equity management advisory
- Investment, M&A and business valuation advisory
Fees and thresholds
Monthly fee is the minimum fees for small and medium businesses with up-to 200 transactions per month. For transactions beyond the threshold a customised pricing can be arranged. Monthly fee excludes the cost of software and hosting.
Found the tier that fits?
Submit an RFP naming the tier you are interested in and we will confirm scope, deliverables and fees for your transaction volume.