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Scope Review Landing Page

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Client Scope Review · 3 minutesFind out whether your tax and accounting support still fits.
Answer seven questions about your setup, recent changes and plans. You get an honest recommendation: keep your current scope, add one focused service, or move to full-service support.
What this review clarifies
Three questions worth asking once a year, or whenever your business changes.

Does your current scope still fit?

See how much finance admin is still on your desk and whether you have the figures you need.

What has changed since you started?

Growth, new staff or a new structure often call for different support than before.

When is the right moment to adjust?

Weigh timing and the value of extra support before you change anything.

Three possible outcomes
Your answers place you in one of them. Each comes with its own recommendation.
Scope FitsOne Added Service★Full-Service Support
In shortYour current scope fits for nowOne added service would make a real differenceFull-service support fits your business now
Recommendationkeep your scope and review yearlyadd one focused servicemove to full-service support
First stepKeep your key dates in viewChoose the topic that costs you mostList everything you still handle yourself
How it works
No documents needed. Answer from what you know about your business today.
1

Answer 7 questions

About your current setup, recent changes and plans. It takes about three minutes.

2

See your score in three areas

Current setup, changes and needs, and readiness, each scored separately.

3

Get your recommendation

One of three clear outcomes with concrete next steps you can act on.

Good to know
Is this a sales pitch?
No. If your current scope fits, your result says so and suggests how to get more from the support you already have.
Who is this review for?
Existing clients who want to check whether their tax and accounting support still matches their business.
Do I need my documents at hand?
No. All questions can be answered from memory. Details can be clarified later in a conversation.
How long does it take?
About three minutes. There are seven questions and no right or wrong answers.
Three minutes. A clear view of the support you need.
Client Scope Review: a three-minute check that helps you decide your next step.

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