Ask what is included
Clarify the accounts, entities, transaction volume, reporting frequency, and supporting schedules included in the engagement. Distinguish ongoing work from cleanup or special projects.
Understand the review process
Ask how questions are raised, who reviews the work, and how unresolved items are handled. A practical workflow should make responsibilities clear on both sides.
Discuss the reporting package
Agree on which reports you will receive and how they connect to your decisions. Reporting should reflect your business structure and the records available.
Plan the transition
Review access permissions, opening balances, source documents, and the handoff from any previous provider. Put the scope, approvals, and fees in writing before work begins.
General information only. This guide is not individualized accounting, tax, legal, or investment advice. Discuss your circumstances with an appropriately qualified professional.