Offer a monthly scope based on transaction volume and required outputs. State how clients submit receipts and statements, when reconciliations are completed, what reports they receive, and what counts as extra work. Avoid taking responsibility for records or filings outside your qualifications and agreement.
Use a short onboarding checklist for business type, accounts, opening balances, software, and access permissions. Review workload and turnaround after the first month before renewing the scope.
For a monthly arrangement, define the records the client will send, the delivery calendar, how many transactions or accounts the fee covers, and what happens when records arrive late. Set a checkpoint before month-end to resolve missing documents instead of silently carrying gaps forward. Keep access limited to the systems needed for the agreed work and confirm how access is removed when the engagement ends.
KobStore can display your bookkeeping offer and contact route. Create your KobStore business page and explain what your retainer does—and does not—include.
