Accounting services & outsourcing
Service pricing, contracts, month-end close procedures
Subtopics
Service pricing
1 tools
Service contract
1 tools
Document intake
1 tools
Month-end close
1 tools
Accountant liability
1 tools
Ledger migration
1 tools
Document flow (ЕДО)
1 tools
Client consulting
1 tools
Service quality
1 tools
Client reporting
1 tools
Accounting software
1 tools
Payroll outsourcing
1 tools
Books audit
1 tools
Segregation of duties
1 tools
Outsourcing margin
1 tools
Service upsell
1 tools
SLA
1 tools
Data security
1 tools
Client forms
1 tools
Accounting firm glossary
1 tools
Calculators
Service pricing
ops + staff → retainer
Service Contract
outsourced accounting contract clauses
Document intake
10 client onboarding blocks
Month-end close
9 steps over N business days
Liability Insurance
portfolio → risk and pro-insurance premium
Ledger migration
8-step cutover without data loss
EDI Selection
EDI selection criteria
Consulting Pricing
rate × service type → price
Quality Checklist
accountant work audit areas
Reporting calendar
deadlines by tax regime
Accounting Software
Selection criteria, local & international tools, migration, cost, security.
Payroll outsourcing
per head + base retainer
Books audit
weighted checks → quality score
Duty Segregation
maker-checker-approver matrix
Client margin
retainer − hours × cost
Service Upsell
Upsell moments, packages, value selling, audit as entry, pricing.
Accounting SLA
deadline commitments with client
Data Security
minimum data protection rules
Client Forms
Client intake, document checklist, books handover, approvals, acts.
Firm Glossary
Documents, taxes, processes, services, control, reporting — firm glossary.