When this service helps
- Several annual matters to coordinate
- Information held by different people or providers
- Planning information collection and work in advance
Scope of support
- Review company matters and relevant dates
- Provide agreed reminders, information collection and follow-up
- Coordinate secretarial, accounting and other work
What you receive
- Annual matters and responsibility checklist
- Progress records at agreed points
- Outstanding, missing and completed items
What to prepare
These are starting points. Your adviser will confirm the specific information needed.
- Company registration and annual documents
- Accounting periods and relevant notices
- Existing service arrangements and outstanding matters
How it works
- 01
Tell us about your business
Share your current stage, questions and timing.
- 02
Agree the scope and fees
Confirm the work, information, costs and responsibilities.
- 03
Proceed and follow through
Complete the agreed work and follow up on documents and next steps.
Timing and fees
Timing depends on complete information, the agreed scope and the relevant authorities or institutions. We discuss it after the initial review.
Coordination and individual work are itemised. Tasks already included in secretarial or accounting engagements are not presented as additional work.
FAQ
Do I need this if I already have a company secretary?
Review the existing engagement first and arrange only work that is not already covered.