Recurring client bookkeeping
Discuss support with transaction recording, reconciliations, and ledger maintenance across an agreed set of client assignments.
Explore bookkeeping ↗FOR ACCOUNTING FIRMS
Support for the work.
Space for your client relationships.
Bring accounting preparation support into your firm’s workflow. Agree the client assignments, documentation, and review responsibilities with EaseMyBook, so the handover fits the way your team works.
Discuss support for your firm ↗A USEFUL PLACE TO START
Support shaped around your assignments.
Reporting and review preparation
Prepare financial reports and supporting schedules using your instructions, with open items identified for the responsible reviewer.
Explore financial reporting ↗Preparation for tax work
Organize accounting records, reconciliations, and requested schedules for your firm’s tax preparation and review process.
Explore tax support ↗FROM FIRST CONVERSATION TO HANDOVER
A working relationship,
with a clear plan.
The scope, systems, and people involved shape the way we work together. We agree those details before an engagement begins.
- 01
Define the assignment
Identify the clients, periods, software, source records, and preparation tasks. Confirm which work stays with your team.
- 02
Document the handover standard
Agree templates, naming conventions, query tracking, review points, and delivery expectations before work begins.
- 03
Work through review
Prepare the agreed outputs, flag open questions, and address feedback within the engagement scope. Discuss changes as assignments evolve.
CONNECTED WORK. CLEAR OWNERSHIP.
Everyone knows
their part.
Your firm
Defines the client engagement, obtains necessary permissions, sets technical instructions, and retains agreed client communication and professional review responsibilities.
EMB
Provides the defined preparation support, documents outstanding questions, and hands work over against the agreed assignment requirements.
EXPLORE YOUR OPTIONS
The support behind
your next step.
Start with the service that fits your immediate need. Each page explains the work, typical inputs, and responsibilities to discuss.
MAKE THE FIRST CONVERSATION COUNT
Tell us where
you want to begin.
A brief overview is enough for an initial enquiry. Detailed access and document-sharing arrangements come after the scope is agreed.
Discuss support for your firm ↗HELPFUL TO HAVE IN MIND
- The types and number of client assignments to discuss
- Accounting platforms, templates, and review requirements
- Delivery periods, records available, and expected workload
- Approvers, query contacts, and any client-access restrictions
Please keep confidential financial or client records out of the enquiry form.
BEFORE WE BEGIN
Your questions,
answered.
Can we begin with a limited assignment?
We can discuss an initial assignment with a defined scope and review process before considering wider support. Timing and capacity are confirmed during scoping.
Who communicates with our clients?
Client communication responsibilities are agreed before work starts. Direct client contact by EMB is not assumed; your firm can remain the point of contact.
Who reviews and signs off the work?
Preparation, review, and approval responsibilities are set out in the engagement. Your firm retains any professional review and sign-off responsibilities allocated to it.
How is client information shared?
Before access is arranged, agree permissions, confidentiality requirements, approved sharing channels, and any relevant client or data-processing arrangements. Do not send client records through the initial enquiry form.
Can you use our existing templates and systems?
We can discuss working within your software and documentation requirements. Access, supported tasks, and any onboarding needed are confirmed before the assignment is accepted.
LET’S FIND THE RIGHT FIT