A service index,
with a clear scope.
Illustrative offerings for a bookkeeping practice. Each engagement needs a written scope, owner and handover point.
Recurring recordkeeping
- The task
- Organize agreed records on a regular cadence and keep a running question list.
- The deliverable
- An updated working record, an exception list and a handover note.
- Outside the sample scope
- Any specialist work outside the written engagement.
Document preparation
- The task
- Create a record inventory and distinguish available material from missing information.
- The deliverable
- A preparation index with owners and unresolved questions.
- Outside the sample scope
- A promise that a document set meets a particular legal requirement.
Process handover
- The task
- Map how documents arrive, where they are held and who reviews them.
- The deliverable
- A written routine, a naming guide and a responsibility list.
- Outside the sample scope
- Ongoing support unless separately agreed.
Choose a bounded starting point.
A short preparation engagement shows how a small, defined task can move from an initial question to a usable handover.
View an example engagement