Taking over the books is not an automatic confirmation of the correctness of previous settlements. As part of the onboarding process, we check the completeness of the materials needed to begin ongoing services. If we see discrepancies, missing data, or items requiring clarification, we point them out and propose further steps.
A broader audit, bookkeeping reconstruction, or adjustments for prior periods are separate tasks. Their scope and cost are agreed upon before starting—ensuring that current bookkeeping does not get mixed up with fixing the past.
Both the consultation and the preparation of the cooperation proposal are free of charge. The implementation cost depends on the form of accounting, the number and condition of the transferred periods, the completeness of the documentation, the number of systems and accesses, the scope of HR and payroll, taxes, and additional processes such as e-commerce, VAT OSS, or reporting.
Following the initial assessment, we present the schedule, scope of ongoing maintenance, and pricing. If a historical review, addressing deficiencies, or corrections are needed, we describe and price them separately—without hiding them in the subscription fee.
Yes. The deadline is chosen based on the state of the books, the declaration schedule, and the ability to transfer data. It is important to clearly divide the responsibilities of both offices.
Not to the full extent. After agreeing on the rules and obtaining the appropriate authorizations, we can get involved in the contact regarding the list of documents, data, and submission deadlines.
It depends on the accounting method, the scale of the company, the number of systems, and the completeness of the data. We set the schedule after a brief assessment and present it along with the scope of services.
Yes. The process includes, among other things, ledger continuity, balances, settlements, fixed assets, tax registers, accounting policy, and data necessary for further handling.
First, we determine the exact list of deficiencies and deadlines. Upon obtaining authorizations, we can participate in communication. Further actions depend on the contract with the previous office and the type of missing materials.
The implementation includes the completeness check required to begin servicing. A full audit of previous periods or corrections require a separate scope, which we agree upon and quote before starting.
The goal of the takeover plan is to maintain continuity. We are establishing deadlines, responsibilities, and a data list so that current duties have an assigned owner at every stage.
