What changes the scope
Monthly transaction volume is one factor. The number of accounts, connected systems, currencies, locations, employees and overdue periods also changes the review and reconciliation work. Inventory, project reporting and payment approvals need their own scope.
- List bank, credit-card, loan and processor accounts.
- Identify your latest fully reconciled month.
- Describe payroll, inventory, sales-tax and reporting requirements.
- Flag deadlines or records that cannot currently be obtained.
Recurring work and historical repairs
A monthly service proposal should distinguish normal processing from catch-up, cleanup, system setup and corrections to prior periods. Ask which reports and meetings are included and how additional work is approved.
A calculator is a starting point
The workload tool counts transactions and account-periods; it does not estimate a fee or reliable completion hours. Bring its summary to the first discussion so the review can focus on the records and decisions behind those counts.
Before an engagement starts
Confirm the proposed price, applicable taxes, payment terms, secure access, responsibilities and cancellation arrangements in the written agreement. Tax preparation, legal advice and assurance work are separate from bookkeeping unless specifically agreed within the provider’s scope.
Identify the taxes in the proposal
Bookkeeping and related taxable accounting services relating to Saskatchewan are already within PST. The general provincial rate is 6%; the regular federal GST rate for an ordinary domestic supply here is 5%. The actual scope, connection to the province and any applicable exemption determine the invoice treatment.
The engagement should show the service fee and applicable taxes separately. Work that relates to more than one jurisdiction needs a supported allocation review. A remote provider does not automatically remove provincial sales tax. Keep a personal-return service distinct from taxable business bookkeeping when both are requested.
Put this into practice
A practical next step
Bring the records you have.
We can identify missing information, agree on the scope and organize the next bookkeeping step.
Request a bookkeeping review