Deliverables
What the service can include
- ✓Income and expense record organisation
- ✓Schedule of missing information
- ✓Reconciliation of agreed business records
- ✓Year-end information pack
- ✓Preparation or submission only where confirmed in writing
Bookkeeping service
Self Assessment support
Structured help to organise income and expense records, identify missing information and avoid a last-minute year-end scramble.
Ask about this serviceTiming
When work happens
The information deadline, review period and any filing responsibility are agreed before work begins.
Scope control
The engagement letter makes clear whether EBA is organising records, preparing a return, submitting it, or working alongside another adviser.
Your responsibilities
What EBA needs from you
- ✓Provide complete and accurate records
- ✓Disclose all relevant income sources
- ✓Review and approve information when requested
- ✓Meet the document deadline in the proposal
Boundaries
What is not included by default
- Legal or complex tax-planning advice
- Undeclared, incomplete or unsupported figures
- HMRC dispute or investigation work unless separately agreed
- Services not stated in the engagement letter
Software: Agreed bookkeeping software, Secure document exchange
Questions about this service
Clear before you commit.
Who is this suitable for?
The service may suit sole traders, landlords and directors with additional taxable income, subject to the complexity and agreed scope.
What should I provide?
Larissa will issue a tailored checklist. It commonly includes income records, business expenses, bank information and details of other relevant income.
Next step
Bring the current position, not a perfect brief.
Larissa will review the fit, scope, responsibilities and next deadline with you.
Send an enquiry