Monthly transaction volume
Recording, evidence review and reconciliation
PRICING / BASED ON REAL COMPLEXITY
Fees should consider more than document volume: revenue model, tax, sales channels, branches, controls, existing systems and the information management needs.
01PRICING DIAGNOSTIC JOURNEY
The estimate begins with the business and revenue model, then volume, tax, systems and service scope.
02WHAT AFFECTS SCOPE
Each factor changes the work, review or responsibility in a different way.
Recording, evidence review and reconciliation
More sources, settlement rules and reconciliations
Input/output tax review and filings
Documents, classification and deadlines
Employee data, payroll and submissions
Reporting dimensions, control and consolidation
Movement, costing and counts
Currencies, evidence and tax questions
Data design and review cadence
Historical gaps and evidence
Sources, handoff format and controls
03VERIFIED PRICING
Figures come from the existing estimator and service pages. The confirmed scope may change after review.
04BEYOND MONTHLY BOOKKEEPING
Some work is annual, some follows a business change, and some requires specialist or system work.
SCOPE BEFORE PRICE
Share the business, volume, current systems and required information.