Year-end pack for your tax filer
The pack your tax practitioner works from. Assembled once the year is closed, so their work is quick, their questions are few and their fee is smaller.
QUOTED ON SCOPE
On the call
Agreed before we start and outside your monthly fee, because the size of the job depends on the state of the year.
Book a free 30-min callYou are probably here because one of these is true.
Which version you need.
What the pack contains does not change much. What changes is how much closing work has to happen before it can be assembled.
Standard pack
- Final period closed
- Schedules assembled
- Reviewed and delivered
Days, not weeks
Group pack
- Everything in the standard pack
- Each entity closed separately
- Inter-company balances eliminated
- Revaluation and translation workings
- One consolidated set plus the parts
Scoped on the call
Pack with prior year work
- Prior books reviewed first
- Any cleanup scoped and quoted separately
- Then the standard or group pack
Depends on what the review finds
What is in, and what is not.
Included in every pack
- A trial balance reconciled and signed off
- Bank and credit card reconciliations for the final period
- Supporting schedules: fixed assets, accruals, prepayments, loans
- Receivables and payables ageing as at year end
- Inventory valuation and COGS support where the business holds stock
- A schedule of anything unresolved, with what we recommend
- The accounting file itself, in a state your filer can work in
- Direct handling of your filer’s follow-up questions
Not included
- Filing the return. That is your practitioner’s work and we would not take it on
- Tax computations, adjustments and elections. We prepare the accounting position, they prepare the tax one
- Advice on tax positions or planning. We will tell you when a question is one for them
- An audit opinion. If an audit is coming, audit preparation is the service you want
- Cleaning up a year nobody kept properly. That is cleanup, and it comes first
Five stages, and your filer is involved from the start.
We ask your practitioner what they want before we assemble anything, because a pack built to a generic checklist creates the follow-up questions it was meant to prevent.
What you have at the end.
Named artefacts, not adjectives. Everything below is something you can open, forward or hand to a third party.
WHO DOES THIS WORK
A named senior accountant
ACCA-qualified · Bookkeeping department · Reviewed by Quality Assurance
The pack is assembled by an ACCA-qualified senior accountant and checked independently by quality assurance before it reaches you or your filer. Three layers work each engagement, so cover holds through the year-end peak.
Quoted on scope, outside your monthly fee.
A clean year on one entity is a short job. A first year with us, on books nobody has closed, is not. Company policy is that year-end packs are quoted and agreed before work starts, and never absorbed into a monthly fee without you knowing.
Price your ongoing bookkeeping insteadQuestions we get asked.
Income tax, no. Your CPA or tax preparer files those. What we do is keep your books tax-ready all year, so at year end they get a clean pack and can file fast. If you do not have a practitioner, we can introduce you to one we work with.
Then we review the prior books first, because we cannot assemble a pack on a position nobody has verified. If the review shows work is needed, that is cleanup and it is quoted separately. You get both numbers before you decide.
Yes, and it is usually faster. We handle their request list and their follow-up questions ourselves rather than routing everything back through you. You stay copied on anything that needs a decision.
We answer them. The pack is not finished when it is delivered, it is finished when your filer has what they need. That is included rather than billed as an extra.
The accounting work does not change by jurisdiction, and we support clients across North America, Europe and Asia. What changes is what the local practitioner asks for, which is why stage one is asking them rather than assuming.
No. A year-end pack is built for the person filing your return. Audit preparation is built for an external auditor working to their own request list and sampling approach. If both are happening, tell us on the call and we will scope them together.
More on getting through year end.
Case studies are anonymised and figures are banded. Nothing here identifies a client.