Shared CFO · Bookkeeping

Seven tiers by revenue, delivered by a fixed 1+N pod

Service depth scales across seven tiers according to revenue. A fixed pod of lead accountant, tax adviser and field officer — with A/B cover — handles bookkeeping, filing, annual reporting and tax risk alerts.

  • Seven service tiers
  • Fixed 1+N service pod
  • Monthly filing and annual reporting
  • Monthly financial statements
  • Tax risk alerts
SERVICE DETAILS

Service Details

How the tiers work

Bookkeeping is not simply a question of price. Shared CFO · Bookkeeping splits the service into seven tiers, matching document-handling frequency, reporting depth and adviser involvement to revenue scale and business complexity — so small firms do not pay for what they do not need, and growing firms are not left without support.

A fixed 1+N pod

  • 1: the lead accountant, accountable for bookkeeping quality and filing results;
  • N: a tax adviser and a field officer covering policy interpretation, tax-authority liaison and on-site matters;
  • Every role has A/B cover, so nothing stalls when a staff member leaves.

What you receive

  • Voucher processing and ledger posting, with monthly filing completed on time;
  • Monthly financial statements plus basic operating observations;
  • Reminders and handling for annual business reporting and corporate income tax settlement;
  • Tax risk alerts and updates on policy changes.
SPECIFICATIONS

Service Parameters

Tier structure
Seven tiers by revenue scale and complexity
Who It's For
Small-scale taxpayers, general taxpayers, multi-entity groups
What You Get
Ledgers and vouchers, monthly statements, filings and annual reports
Response time
Response within 7×12 working hours

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