Reliable records help owners understand cash, income, expenses and outstanding balances. Agree the bookkeeping, reporting and administrative responsibilities clearly—including any separate specialist tax work.
Support built around the way your business operates
Bookkeeping
Organize transactions and supporting documents, categorize financial activity and reconcile records.
Management information
Prepare the agreed reports on income, expenses, cash and outstanding balances.
Catch-up work
Assess missing periods and records, then agree how to bring the accounts up to date.
Recurring administration
Keep agreed reporting and business-administration tasks visible, with clear responsibilities and dates.
Make the boundary with tax work clear
Bookkeeping and tax administration are connected, but they are not identical. Your scope should identify which work covers records, calculations, filings, advice or representation—and who is responsible for each.
Perwira Visa's accounting staff provide the agreed accounting support directly. Where specialist work requires a qualified professional, that role should be confirmed separately. Management reports should not be presented as an independent audit.
A practical monthly rhythm
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Collect and organize
Bring sales, expenses, bank activity and supporting documents into an agreed process.
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Reconcile and clarify
Compare records, identify missing information and resolve questions with the business.
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Report and follow up
Prepare the agreed reports and highlight the next administrative tasks.
What to have ready
Keep personal and company transactions clearly separated. For the initial enquiry, describe what is available; do not upload bank statements or credentials into the general form.
- The company details and the periods needing support.
- Approximate monthly transaction volume and current record-keeping method.
- Sales and purchase records, supporting invoices and receipts.
- Bank and payment account information, provided through an agreed method.
- Payroll requirements and existing reports, where relevant.
Agree the deliverables before work starts
| Clarify | Why it matters |
|---|---|
| Periods and transaction volume | Defines the recurring or catch-up workload. |
| Reports and delivery schedule | Makes the expected output clear. |
| Information supplied by the client | Reduces delays caused by missing records. |
| Payroll, tax and other administration | Separates included work from additional or specialist services. |
| Review and approval responsibilities | Identifies who checks and authorizes each output. |
Questions & answers
Does Perwira Visa handle accounting directly?
Yes. Accounting and business-administration support are delivered by Perwira Visa's own staff within the agreed scope. Specialist work that requires a particular professional qualification should be identified separately before the engagement begins.
What does bookkeeping support cover?
It can include organizing transaction records, categorizing income and expenses, reconciling bank activity and maintaining supporting documents. The agreed scope should state the reporting period, transaction volume, information you must supply and the reports to be delivered.
Is accounting the same as tax advice?
No. Accounting records the business's financial activity. Tax work applies the relevant rules to that activity. A scope of work should distinguish bookkeeping, tax administration, specialist advice and representation, and identify who is responsible for each.
Can you help if my records are behind?
Yes. Start by identifying the periods involved and gathering bank statements, sales records, invoices and expense evidence. The team can then assess missing information and agree a practical catch-up scope before routine monthly work begins.
Can payroll be included?
Payroll administration may be included in the agreed scope. Confirm the employee information, reporting responsibilities, approval process and any tax or employment-related work separately so that each task has a clear owner.
What reports will the business receive?
Agree the reports and delivery schedule before work starts. Depending on the engagement, these can include information on income, expenses, cash, receivables and payables. Management reporting should not be described as an independent audit unless that separate service is actually engaged.
Official references
Source links checked 24 September 2026. Confirm the current requirements for an individual application or transaction.
General information, not a decision on individual eligibility or a substitute for appropriate professional advice.