Katitax Request a Pilot

What we take off your desk

Scope of work for partner firms in the United States and Europe

Recurring bookkeeping

The monthly cycle that has to happen for every client file, done consistently and handed back with the exceptions flagged.

Transaction categorisation

Coding bank, credit card and payment-processor activity against your chart of accounts and prior-period treatment.

Bank & credit card reconciliation

Full reconciliation with supporting documentation attached, and unmatched items listed rather than force-balanced.

Accounts payable & receivable

Bill entry, vendor and customer ledger maintenance, aging reviews and follow-up lists for your team.

Month-end and year-end close

Close preparation taken to review-ready state, so your reviewer spends time on judgement rather than assembly.

Close preparation

Accruals, prepaids, depreciation schedules, intercompany matching and recurring journal entries prepared for your approval.

Working papers

Balance sheet reconciliations and supporting schedules assembled in your firm’s own template and file structure.

Draft financial statements

Draft P&L, balance sheet and cash flow with variance commentary highlighting anything that moved unexpectedly.

Clean-up and catch-up projects

The engagements nobody on your team wants to start — neglected files, migrations, and books that have drifted from reality.

Historical catch-up

Multiple months or years of unreconciled activity brought current, with a written summary of what was found and corrected.

File clean-up

Duplicate transactions, misapplied payments, undeposited funds and chart-of-accounts sprawl resolved.

Software migration

Moving client files between QuickBooks Online and Xero, or from desktop, with balances tied out to the prior system.

Specialist capability

Where our Vietnam practice background adds something a general bookkeeping provider will not have.

Inventory & cost accounting

Manufacturing and trading clients — landed cost, WIP, standard versus actual costing, margin analysis by product line.

Multi-entity consolidation

Intercompany eliminations and consolidated reporting packs for groups with subsidiaries in more than one country.

Clients with Vietnam operations

If your client has a subsidiary or supplier base in Vietnam, we can reconcile the local books to your reporting standard directly.

What we do not do: we do not prepare or sign tax returns for filing in your jurisdiction, we do not represent your clients before the IRS or any tax authority, and we do not communicate with your clients unless you explicitly ask us to join a call under your firm’s name. Your firm remains the licensed provider of record.

Not sure which piece to hand over first?

Most firms start with the client file that is furthest behind. Tell us what it looks like and we will scope it honestly.

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