Illustrative imageWhen your practice needs more preparation capacity, we can scope a delivery team around the work: your workflow, your software and your review standard. Agree the volume and dates before work starts.
The firm controls its client-facing work and reviews and signs the output. Check your client terms, professional duties and privacy obligations before deciding how to disclose the delivery arrangement. Agree branding and no-contact terms in the written scope before sharing records.
What we are not. Cadence is not a UK-regulated firm and does not hold itself out as one. We do not give advice to your clients, file under our own name or take responsibility for sign-off. That is what keeps the model clean, and keeps your clients yours.
Illustrative imageIf you need regular finance work without building an in-house team, Cadence can prepare bookkeeping, ledgers, payroll workings and management reports. Agree the tasks, review points and delivery calendar in the scope.
Your existing accountant stays your accountant. We prepare reconciled records and working papers for their review, and agree the handover with you before work begins. If you do not have an accountant, ask an appropriately qualified adviser when you need year-end sign-off or tax advice.
Illustrative imageThese four steps shape a proposed engagement for a firm or business. We agree the handover and steady-state timeline in the written scope.
Discuss the entities, tasks, cadence and review standard, then agree the fee and scope in writing before work starts.
Agree confidentiality, user access, permissions and any working-paper transfer before the trial starts.
If a trial batch is agreed, your reviewer checks the first output and we resolve feedback under the written scope.
The delivery calendar, status updates and internal checks run to the agreed scope. Your reviewer keeps final sign-off.
Questions before the first batch
Your firm controls client-facing work and remains responsible for review and sign-off. We prepare in the agreed system and hand work to your reviewer. Check client terms, professional duties and privacy obligations for any subcontracting disclosure, and agree the no-contact boundary in writing.
We do not approach your clients. Before work begins, agree the no-poaching clause, what client information is needed and any client-contact workflow in writing. Direct contact happens only if you explicitly authorise it under your name.
Choose a small set of similar clients or one recurring task. We agree the chart of accounts, review standard, calendar, fee and any trial terms in writing. Review the first output before deciding whether to continue or widen the scope.
Sole practitioners through to multi-partner practices can scope a trial around a handful of year-ends or a wider bookkeeping desk. The tasks, volume, review standard and delivery dates are agreed before work starts.
Usually yes. Cadence can keep the books, reconcile, prepare payroll workings and produce management accounts. Your accountant continues to sign the year-end, file returns and advise on tax. If you have an accountant, we agree a workflow that keeps them in the review and sign-off process.
Before an engagement, agree the access method, confidentiality terms, permitted working-paper transfers and exit process in writing. Ask for current evidence of the controls that matter to your firm.
A busy-season ramp can be included in the written scope. Agree the extra tasks, capacity, dates and fee before the peak, and decide when the engagement returns to its base level.
The engagement scope names the preparer, internal review step and handover standard. Your reviewer checks the work and retains final sign-off.