AS — CPA Digital AccountingChat on WhatsApp ↗
Back to the working process ↗

Step 2 of 3

Agree the service and expectations

Professional work, personal service and a clear understanding on both sides.

Illustration of a video call to agree the service using an organised topic list
Illustration only

After getting to know you, we introduce the firm and our workflow. Every client matters, whether the business is small or large. Service is a priority alongside professionalism, care and clear explanations.

  1. Who we are and how we work

    A digital firm combining accounting and tax support with personal contact. We want you to know whom you work with, who handles enquiries and how to share a question or document.

  2. Define the service scope

    We agree the included services, reports handled by the firm and work requiring additional attention. We also discuss fees and the responsibilities of the firm and client.

  3. Agree communication and availability

    We define contact channels, document deadlines and how to raise urgent matters. The aim is convenient, available service with clear response expectations within the agreed arrangement.

  4. Personal service for every client

    The size of a business does not determine how much the client matters. We listen, explain and aim to build a relationship where you can comfortably ask when something is unclear.

  5. Keep moving forward together

    We aim to remain a progressive firm, improve tools and processes and simplify administration. Technology supports the human service, and the workflow develops with the needs of the work.

Do not leave expectations unclear. We agree the service and workflow so both sides know what to prepare, who handles it and what happens next.