New clients for accounting and reporting

A sole proprietor with several operations, a trading company, an employer and an enterprise with foreign economic activity require different workloads and experience. Banks, cash desks, employees, VAT, foreign-currency operations, management reports and the approximate number of documents are stated separately. It is then determined whether a permanent accountant, outsourced service or a specialist to restore a separate accounting area is required.

UBC takes into account the candidate's experience with the relevant tax model and industry. The proposal separates current accounting, reporting, payroll, tax advice, primary documents and responses to enquiries. The manager sees what is included in the monthly price and which tasks are agreed separately.

The network gives an accountant the opportunity to receive clients without having to handle all legal and registration matters of their business independently. If the client needs a company change, contract, licence, international payment or another related service, the partner can engage UBC and remain responsible for the accounting part.

Before work begins, a list of databases, accounts, qualified electronic signatures, incomplete operations and nearest deadlines is prepared. Access remains personal and is provided under approved authority. The new accountant accepts the data by transfer record, analyses balances and prepares a list of open issues affecting the next reporting period.

UBC helps agree the contract, responsibility, calendar and format of regular reporting to the manager. The work is performed by the selected independent specialist or company. The client receives a clear system: when documents are transferred, what the accountant analyses and which confirmation completes each reporting part of the work.

You can start with the enterprise's registration details, information about the tax system, number of employees, bank accounts and average number of transactions per month. If accounting is already maintained, add the trial balance, latest reporting and a short description of the areas you plan to transfer to the external accountant:

• registration details and tax system
• description of activity, banks, cash desks and foreign-currency operations
• number of employees and payroll procedure
• accounting databases, reporting and status of primary documents
• calendar of nearest deadlines and list of expected reports

Legal and registration matters through the UBC network

You state the form of enterprise, tax system, number of transactions, employees and accounting software. A UBC specialist selects an accountant with experience of similar businesses and the required areas. The director chooses the specialist after understanding which documents will be transferred each month and which registers, calculations and reports will be returned after the period is closed.

1. Task description and available documents.
2. Required specialisation, region and participation format.
3. UBC takes into account the accountant's experience with the required tax system, industry and volume of transactions.
4. Scope, deadlines, price and method of delivering the result.
5. Contact with the client and the agreed result.

You can work with an independent accountant selected by a UBC specialist according to the tax system, industry and volume of transactions. Before work begins, you receive the list of areas, price and data-transfer format. The director retains access to the accounting database and enterprise documents, while the accountant is responsible for the agreed scope of calculations, registers and reporting.

One accounting area, accounting recovery or complete monthly service can be transferred to the accountant. The price is calculated according to the actual number of transactions, employees, banks and reports, rather than a general estimate for 'accounting services'. If part of the accounting remains with an in-house employee, that employee can continue routine operations while the external accountant handles only complex or control areas.

The price calculation is prepared after clarifying the tax system, number of transactions, employees, bank accounts and current state of accounting. Recovery of past periods, HR records, foreign economic operations or additional reporting are stated separately if genuinely required. When comparing accountants' proposals, the owner can compare the monthly scope, response times and list of reports that will be received.

Accounting work is accepted against a closed period, agreed registers, calculations and filed reporting. Primary documents and HR information should be transferred by the agreed date so the accountant can process them before mandatory deadlines. After the period is completed, the director can reconcile taxes, liabilities and the list of documents still to be obtained from counterparties.

The quality of an accountant's work is assessed by correctness of the closed period and availability of documents, rather than the number of messages. The director should have registers, tax calculations, information on filed reporting and a list of unresolved issues. When the accountant changes, the next specialist receives a complete database and document set without reconstructing the history from correspondence.

After the period is closed, the director receives accounting registers, tax calculations, information on filed reporting and a list of documents or operations that remain open. The calendar states the nearest reporting dates and the data that must be transferred to the accountant. If the owner decides to change specialist, the new accountant can continue accounting from the preserved database and document set without restoring previous periods again.

The partner receives a client order for a specific accounting scope: primary documents, bank, payroll, taxes, management data or full accounting for the enterprise. Before work begins, you are told which areas the accountant takes, which reports and registers will be delivered to the director, and the dates by which documents are required for timely closing of the period.

When ongoing accounting is transferred to an accountant, it is convenient to fix the dates for transferring primary documents, payroll data and bank statements. If the specialist is required only to restore a period or make a separate calculation, the corrected registers and reporting become the new starting point. As the number of operations grows, the list of areas can be expanded without transferring the already organised database again.

How an accountant receives and handles joint orders

When an accountant changes, a list of databases, reports, primary documents, electronic signatures, open requirements and nearest deadlines is prepared. Account balances are reconciled with reporting and documents, while incomplete operations are assigned to a responsible person. The new specialist receives not a folder of files but a clear accounting position as at the agreed date.

UBC coordinates the transfer with the confirmed independent accountant and records issues requiring a management decision. After acceptance, the parties agree the calendar, document-exchange format and a short management report. The company continues calculations and reporting under one procedure, while the owner sees financial data and agreed dates.

A partner accountant receives an opportunity to work with new network clients and focus on accounting, reporting and taxes, transferring related matters to the relevant UBC participants. The scope of participation and commercial terms are defined for the specific order. We will be pleased to discuss cooperation and your accounting specialisation.