Outsourced Monthly Financial Control (Plus Payroll/VAT) Engagement Letter May 2024

This is an engagement letter for an outsourced monthly accounts preparation, payroll and VAT return service. GDPR compliant. It includes the following services (that may be need tailored).

‘Supply of :

• Board pack;
• Investor information pack;
• Key Performance Indicators; [elaborate on the specific KPIs]
• Month end management accounts;
• Year end statutory audit-exempt financial statements;
• Monthly PAYE reporting;
• [Bi-monthly] [monthly] VAT reporting;
• Attendance at Board meetings, as and when required;

•    [add additional duties, where relevant].