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Accounting and Corporate Secretarial

Bookkeeping, annual filing, tax and corporate secretarial services. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
8
Milestones
15
Tasks and sub-tasks
44
Documents to collect
21

These templates are written for Singapore. For your country, see Chartered Accountancy and Tax Practice.

These templates are written for Singapore. For your country, see Accounting, Bookkeeping and Tax.

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Annual filing (ACRA) and AGM

Preparing the AGM papers and filing the annual return.

  • Fixed price
  • 30 days
  • 2 milestones
  • 4 tasks
  • 3 documents

Milestones and tasks

  1. Day 15Financial statements approved
    • Prepare the financial statementsSenior
    • Directors' review and approvalManager
  2. Day 30Annual return filed
    • Prepare AGM notice and resolutionsSenior
    • File the annual returnSenior

Document checklist

  • Bank statements and year-end balancesFrom the client 路 day 5 路 compulsory
  • Signed directors' statementFrom the client 路 day 15 路 compulsory
  • Signed AGM minutes or written resolutionsFrom the client 路 day 25 路 compulsory

Corporate income tax return

Preparing and filing the company's corporate income tax return (Form C-S, C-S (Lite) or C).

  • Fixed price
  • 30 days
  • 2 milestones
  • 7 tasks
  • 3 documents

Milestones and tasks

  1. Day 20Tax computation agreed
    • Review the financial statementsSenior
    • Prepare the tax computationSenior
    • Client review of the computationManager
  2. Day 30Return filed
    • File the returnSenior

Plus 3 sub-tasks in the app, broken down under these tasks.

Document checklist

  • Audited or unaudited financial statementsFrom the client 路 day 5 路 compulsory
  • Fixed asset additions and invoicesFrom the client 路 day 7
  • Signed approval of the computationFrom the client 路 day 22 路 compulsory

Internal audit (quarterly)

A quarter's internal audit of agreed processes, with observations and management responses.

  • Fixed price
  • 45 days
  • 2 milestones
  • 9 tasks
  • 2 documents

Milestones and tasks

  1. Day 30Fieldwork complete
    • Agree scope and sample sizesManager
    • Test the processes in scopeSenior
  2. Day 45Report issued
    • Discuss observations with process ownersManager
    • Draft report with management responsesManager
    • Present to the audit committee or ownersPartner

Plus 4 sub-tasks in the app, broken down under these tasks.

Document checklist

  • Approved internal audit planFrom the client 路 day 3 路 compulsory
  • Management responses to observationsFrom the client 路 day 40 路 compulsory

Monthly bookkeeping

Recording a month's transactions, bank reconciliation and monthly management accounts.

  • Retainer
  • 30 days
  • 2 milestones
  • 4 tasks
  • 2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

  1. Day 20Books closed
    • Collect bank statements, invoices and receiptsJunior
    • Record sales, purchases and expensesJunior
    • Reconcile bank and card accountsJunior
  2. Day 25Management accounts sent
    • Review and prepare management accountsSenior

Document checklist

  • Bank and card statementsFrom the client 路 day 5 路 compulsory
  • Sales invoices, bills and receiptsFrom the client 路 day 5 路 compulsory

GST F5 return (quarterly)

A GST-registered company's quarterly GST F5 return to IRAS, due one month after the quarter ends.

  • Fixed price
  • 30 days
  • 1 milestone
  • 4 tasks
  • 3 documents

Milestones and tasks

  1. Day 30GST F5 filed
    • Collect the quarter's sales and purchasesJunior
    • Check output tax, input tax claims and exempt suppliesSenior
    • Client approval of the returnSenior
    • File the GST F5 on myTax PortalJunior

Document checklist

  • Sales and purchase listings for the quarterFrom the client 路 day 7 路 compulsory
  • Import permits and customs documentsFrom the client 路 day 7
  • Signed approval of the returnFrom the client 路 day 24 路 compulsory

Company incorporation (ACRA)

Registering a Singapore private limited company on BizFile+, with the first registers and resolutions.

  • Fixed price
  • 21 days
  • 2 milestones
  • 6 tasks
  • 3 documents

Milestones and tasks

  1. Day 7Company registered
    • Customer due diligence on directors and shareholdersSenior
    • Name check and applicationJunior
    • Prepare the constitution and consentsSenior
    • Register the company on BizFile+Senior
  2. Day 21Post-incorporation set-up
    • First directors' resolutions and share certificatesSenior
    • Set up registers, including registrable controllersJunior

Document checklist

  • Identity documents of directors and shareholdersFrom the client 路 day 1 路 compulsory
  • Proof of address of directors and shareholdersFrom the client 路 day 1 路 compulsory
  • Signed consents to act as directorFrom the client 路 day 5 路 compulsory

Monthly payroll and CPF (Singapore)

A month's payroll with CPF and SDL contributions, itemised payslips and the bank file.

  • Retainer
  • 30 days
  • 2 milestones
  • 5 tasks
  • 2 documents

Billed as a retainer, so these milestones track the work rather than the fee.

Milestones and tasks

  1. Day 7Salaries paid
    • Collect attendance, leave, claims, joiners and leaversJunior
    • Run payroll and check variancesSenior
    • Client approval and bank fileSenior
    • Send itemised payslipsJunior
  2. Day 14CPF submitted
    • Submit CPF and SDL (by the 14th)Junior

Document checklist

  • Attendance, leave and claimsFrom the client 路 day 2 路 compulsory
  • Payroll approvalFrom the client 路 day 5 路 compulsory

Employment Pass application

Applying for a Singapore Employment Pass for a foreign hire: COMPASS check, job advertisement where required, application, IPA and pass issuance.

  • Fixed price
  • 45 days
  • 2 milestones
  • 5 tasks
  • 3 documents

Milestones and tasks

  1. Day 20Application submitted
    • Check eligibility, salary and COMPASS pointsConsultant
    • Advertise on MyCareersFuture (14 days, unless exempt)Consultant
    • Submit the application on EP OnlineConsultant
  2. Day 45Pass issued
    • Track MOM's decision and send the IPA letterConsultant
    • Request issuance and book fingerprinting if neededConsultant

Document checklist

  • Candidate's passport and educational certificatesFrom the client 路 day 3 路 compulsory
  • Signed employment contract or offer letterFrom the client 路 day 10 路 compulsory
  • In-principle approval (IPA) letterYour team 路 day 35 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

The firm keeps the books for about 80 small companies, prepares their financial statements and tax returns, files their annual returns with ACRA, and acts as company secretary.

A typical month

Each month, the bookkeeping projects open with a checklist for bank statements and receipts. Companies approaching their year-end get their annual filing project started early, so information requests go out in good time. Quarterly GST F5 returns are tracked against their due dates. Invoices go out in SGD with the right GST treatment, and clients pay by PayNow.

Where the work gets hard

  • Clients with different financial year-ends meant deadlines all year round.
  • Registers and resolutions lived in folders, separate from the work on each company.
  • Monthly bookkeeping fees were fixed, but the effort varied widely between clients.

What MSMEPulse gives you

  • Year-end work is planned from each company's deadlines, not discovered late.
  • Documents and approvals sit with the company's project, not in email.
  • Time against each fixed fee shows which clients need their fees reviewed.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

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