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Scoping request, step-by-step

We start defining scope only after we receive your documents and confirm what “done” looks like for your sole proprietorship.

  • Send your documents
    Upload or share what you already have for the period you need help with.
  • We review, then confirm scope
    We confirm deliverables in plain language before we start work.
  • You get a clear next step
    If we’re a fit, we proceed. If not, we’ll explain why and what to adjust.
Results vary by complexity.
Time to complete and final scope depend on transaction volume, document completeness, and how clearly your needs are defined after review.

Request a scoping review

Tell us about your business setup. We will review what you send, what we prepare and review, and what ongoing support can look like for a sole proprietor.

Results vary. Timelines and outcomes depend on your document completeness and how quickly information is available.

  • Basic business details
  • Accounting and document reality
  • Your next-step timeline

Submitting redirects you to a thank-you page managed elsewhere.

A clear scope prevents surprises

When you submit, we use your details to confirm the engagement scope and explain what we prepare and review versus what you need to provide. If your documents are incomplete or arrive late, timing can change.

What you get
Prepared and reviewed work aligned to your period
What you send
Invoices, receipts, statements, and requested inputs
Next
A confirmation message with step-by-step expectations

Results vary. No two books are identical, and outcomes depend on your data quality and response speed.

No guarantees on outcomes

Every client situation is different. We prepare and review tax and bookkeeping materials based on the information you provide. Accuracy depends on document completeness and timeliness, and outcomes depend on factors outside our control, including tax authority decisions.

If you want, you can review what we deliver on the What you send vs what we deliver section.