Separate bookkeeping, payroll, statements, and advisory work. State what records the client supplies and the date they are due. Explain which tasks are outside scope and how extra volume changes fees.
Define what the monthly package covers—such as reconciliations, reports, or agreed filings—and state transaction limits, client deadlines, response times, and excluded advisory work. Explain the records the business must supply and what happens when they are late. Offer tiers only where scope differs clearly. Check current Kenyan tax and professional requirements before advertising a service or deadline as included.
Agree a monthly close date and a secure handoff format for records before the first reporting cycle.
Review package scope at an agreed interval and obtain approval before adding work outside the monthly fee.
Set a handoff calendar and agree which records arrive before month-end, who reviews exceptions, and how late information affects delivery. Keep a secure list of client system permissions and remove access when the engagement ends. Explain which advisory questions require separate scope or approval.
Check that package terms match your capacity and credentials. Use KobStore to show accounting service options; create your provider page and describe each deliverable accurately.
