Organize tax documents and reconciliations for your reviewer. For specialist tax, CFO, incorporation, dissolution or EOR/hiring work, start with a qualification and delivery-availability assessment.
We agree the work, records, timing and price before starting. Broader services are quoted separately from the two bounded pilots.
Service scope
Bring the entity, jurisdiction and task. Separate document preparation from professional judgments and statutory responsibilities.
Discuss a document index, missing-evidence checklist and comparisons between supplied ledger balances, schedules and tax records. The client and their qualified provider decide tax positions and approve filings.
Identify the jurisdiction and requested advice, filing or sign-off. Verify the appropriate local qualified provider, relevant authorization and actual delivery availability before a specialist engagement.
Define the requested strategic or specialist financial judgment. Check relevant expertise, qualifications where required, conflicts, capacity and actual delivery availability. Management reporting or planning workpapers do not establish CFO-service availability.
Identify the entity, jurisdiction and requested formation work. Assess the appropriate local provider, relevant qualifications/authorization and actual delivery availability before any formation or filing commitment.
Identify the entity, jurisdiction, obligations and proposed closure task. Assess the appropriate local qualified provider and actual delivery availability before any closure, legal, tax or filing commitment.
Clarify the country, employment model and task. Assess an appropriate local qualified provider, relevant authorization, delivery availability and employer responsibilities. No employer-of-record, recruitment, payroll or hiring execution is represented as available.
From input to handoff
A defined set of records and outputs makes your review straightforward.
To define the assignment
Your handoff
A practical handoff
A preparation assignment begins with a specific task and an agreed reviewer.
Share the output you need, approximate volume, period and relevant jurisdiction. Keep client records and identifiers out of the initial inquiry.
Agree a restricted channel, recipients and retention before sharing files. Review a suitable sample, then agree outputs, timing and final price.
For accepted work, Neracia prepares and self-checks the agreed files. Your firm reviews exceptions, approves decisions and retains final sign-off.
Before preparation begins: scope, final price and payment terms are agreed in writing before issuing an invoice. Work starts after the agreed payment is received. Extra volume or complexity is quoted before work begins.
You approve accounting policies, classifications, rates, adjustments and final posting. Management reports and schedules carry no assurance.
Payment execution remains client-owned. You approve and execute payments and send communications. Neracia does not request live bank credentials, passwords or OTPs.
Independent foreign tax advice and filing/sign-off require an appropriate local qualified provider. Specialist tax, CFO, incorporation, dissolution and EOR/hiring requests require a separate qualification and delivery-availability check. No provider is represented as secured.
Specialist requirements →Before an assignment
Know what to send and what you will receive.
Define the entity, jurisdiction and task first. Establish the appropriate qualified provider, delivery availability and responsibilities, then agree a separate scope and quote before proceeding.
Describe the task, desired output, period and approximate record volume. Keep client records, identifiers, passwords and OTPs out of your first message.
Connect the next task
Start with a defined task
Tell us the task, approximate volume, relevant jurisdiction and desired output. Get a quote for the records, periods and outputs you need.
Your first message
Keep client records, identifiers, passwords and OTPs out of the first message. Agree a restricted channel, recipients and retention before records are shared.
Request a quote by email Opens an email draft for you to review and send.