- Scope
- Bookkeeping through to filing, in one engagement
- Contact
- A named partner who knows your file
- Terms
- Scope and fees agreed in writing first
- Meetings
- At the office or by video call
A About the practice
Careful records, explained in plain language
Ledgerstone Advisory is a small chartered accountancy and tax practice in Sample City. We work with owner-managed businesses, freelancers, startups and households who want their records in order and their obligations understood.
Our approach is unhurried and documented. We agree what we will do before we start, show you drafts before anything is filed, and explain the figures in terms you can act on. When a question falls outside our scope, we say so.
- i
Owner-managed focus
Most of our work is for businesses where the owner still reads the accounts.
- ii
Drafts before filing
You review computations and statements before anything is submitted.
- iii
Written scope
An engagement letter sets out the work, the fees and who does what.
- iv
Honest limits
Specialist matters are referred on, with a clear note of why.
B Accounting & tax
Six services, one clear ledger
Filter by area, open a row to see what is included, or choose “Ask about this” to start a consultation request with that service selected.
Showing all 6 services
Bookkeeping & monthly accounts
Sales, purchases and bank entries recorded and reconciled each month, so the figures are ready when you need them.
What’s included
- Bank and cash reconciliations
- Sales and purchase ledgers kept up to date
- A one-page monthly summary with questions flagged
Year-end accounts & financial statements
Balance sheet, profit and loss account and notes prepared from your records, with the working papers explained.
What’s included
- Trial balance review and adjustments discussed
- Draft statements to read through together
- Final statements once you approve them
Income tax returns
Returns for individuals, partners and businesses, prepared from the documents you provide and reviewed with you before filing.
What’s included
- A document list before we begin
- The computation shared for your review
- Filing only after your written approval
GST registration & returns
Help working out whether registration applies to you, then periodic returns prepared from your sales and purchase records.
What’s included
- Guidance on whether and when to register
- Periodic return preparation
- Reconciliation of returns with your books
Budgets & cash-flow forecasts
A simple monthly forecast built with you, so upcoming payments, tax and quieter months are visible well in advance.
What’s included
- A twelve-month forecast in a spreadsheet you keep
- Assumptions written down and agreed
- Quarterly review meetings, if you want them
Business set-up & structure
Plain-language guidance on registering a new business, and the records and filings each structure involves.
What’s included
- A comparison of common structures for your situation
- A first-year records and filings checklist
- Referral to a lawyer where legal advice is needed
Service descriptions are general information for this demo. The actual scope of any engagement is set out in a written engagement letter.
C Client types
Who we usually work with
Choose the description closest to you to see the questions we are typically asked and the services that tend to fit.
Sole proprietors & freelancers
You run the business yourself and want the paperwork handled properly without it taking over your week.
Questions we often hear
- Which records do I actually need to keep?
- Do I need to register for GST yet?
- How do I separate personal and business spending?
Often a fit Bookkeeping · Income tax returns · GST
Startups
You are setting things up for the first time and want the books and the structure right from the beginning.
Questions we often hear
- Which business structure suits what we are doing?
- How should we set up our books from day one?
- What will we need to file in the first year?
Often a fit Business set-up · Bookkeeping · Cash-flow forecasts
Established small businesses
You have staff, suppliers and regular filings, and want one practice to own the monthly close and the year end.
Questions we often hear
- Can someone take over our monthly accounts?
- How do we plan ahead for tax payments?
- Can we get clearer management figures each month?
Often a fit Monthly accounts · Year-end accounts · GST
Individuals & families
You have salary, rental, investment or freelance income and want your return prepared carefully and explained.
Questions we often hear
- Which documents do I need for my return?
- How is rental income or a property sale reported?
- Can you look at a notice I have received?
Often a fit Income tax returns
D The partners
The people who sign off your file
Sample profiles · fictional people · no real qualifications shown
-
Meera Kulkarni
Managing partner · Accounts
- Focus
- Monthly and year-end accounts for owner-managed businesses
- Works with
- Established businesses, startups
- Languages
- English, Hindi, Marathi
- Credentials
- Chartered accountant (sample profile)
-
Rohan D’Souza
Partner · Tax
- Focus
- Income tax returns, GST compliance and replies to notices
- Works with
- Individuals, freelancers, small firms
- Languages
- English, Konkani, Hindi
- Credentials
- Chartered accountant (sample profile)
-
Farah Siddiqui
Associate partner · Advisory
- Focus
- Cash-flow forecasts, budgets and new-business set-up
- Works with
- Startups, growing businesses
- Languages
- English, Urdu, Hindi
- Credentials
- Chartered accountant (sample profile)
About credentials on this page
These partners are fictional, and no membership or registration numbers are shown. A real practice should list each qualification and membership exactly as issued. Before engaging any accountant, you can ask for their membership details and check them with the professional body that issued them.
E Before you meet us
A preparation checklist
Tick off what you have gathered. It helps make a first conversation useful, but you do not need everything to request one.
Sample checklist. General information, not professional advice. What applies to you depends on your situation and will be confirmed at the meeting. Bring copies to the meeting. Never send documents through this website.
0 of 8 items gathered
Everything on this list is gathered. You are ready to request a consultation.
F Why Ledgerstone
A working relationship that balances
Good accounts depend on both sides. Here is what you can expect from us, and what we will ask of you in return.
What you can expect
A named partner on your file
One person who knows your records and answers your questions.
Scope and fees in writing first
An engagement letter before any work begins, so nothing is assumed.
Drafts before anything is filed
You see computations and statements, and nothing goes out without approval.
Explanations you can use
What a figure means, why it changed and what you might do about it.
What we will ask of you
Records in one place
A shared folder or a box, sorted by month, sent on an agreed date.
Answers to our queries
A short, specific list each period, so the work keeps moving.
Early notice of changes
New income, staff, property or a change of structure, as soon as you know.
Your sign-off
Final approval of every return and statement before it is filed.
44Balanced: clear responsibilities on both sides.
G At work
Records, rooms & working papers
Select a plate to view it larger. These are illustrative stock photographs, not Ledgerstone’s office, people or client files.
H Engagement process
From first request to regular work
A consultation request is not a booked appointment. We reply to suggest a time, and nothing is charged or committed until you approve a written engagement letter.
-
I
Request a consultation
- You
- Share your name, a contact method and what you need help with.
- We
- Reply to suggest a time for a first conversation.
-
II
First conversation
- You
- Bring copies from the checklist and your questions.
- We
- Listen, look at your records and outline the options.
-
III
Scope & engagement letter
- You
- Read the proposed scope and fees, ask questions, then approve.
- We
- Set out the work, fees and responsibilities in writing.
-
IV
Ongoing work & reviews
- You
- Send records on the agreed dates and approve drafts.
- We
- Prepare, review with you and file only after your sign-off.
I Client notes
What a clear engagement feels like
Sample testimonials · fictional · for layout only
The first meeting was mostly questions about how we already worked. The engagement letter that followed matched what we had discussed, line by line.
I liked seeing the computation before anything was filed, and having each figure explained.
J FAQs
Questions before you engage us
Answers are general information about how this demo practice works, not professional advice on your situation.
Ask something elseWhich services do you cover?
Bookkeeping and monthly accounts, year-end accounts, income tax returns, GST registration and returns, budgets and cash-flow forecasts, and business set-up guidance. See the service ledger. If something falls outside that scope, such as legal advice, we will say so and suggest the kind of specialist to approach.
How does an engagement start?
Send a consultation request. We reply to suggest a time for a first conversation, then send a written engagement letter setting out the scope, fees and responsibilities. Work begins only after you approve it. See the engagement process.
What should I bring to the first meeting?
Copies of recent bank statements, any previous returns or accounts, and a short list of questions are a good start. The preparation checklist lists more. You do not need everything to request a meeting.
Can we meet in person or by video?
Either. Choose your preference in the request form. Meetings at the office are held during the sample office hours listed in the contact section; video calls are arranged at a time agreed by email or phone.
How are your fees worked out?
Fees depend on the scope of the work and the state of the records, so they are quoted in the engagement letter before any work starts. This demo shows no fee figures because no real fee schedule has been supplied.
Can you guarantee I will pay less tax?
No. No honest accountant can guarantee a tax outcome. We prepare accurate returns, explain the options the rules allow for your situation, and leave the final decisions to you.
Can I send my financial documents through this website?
No, please do not. The request form is only for your name, a contact method and a short note. Documents are shared later through a secure method agreed with your partner. On this demo, the form sends nothing at all.
Next step
Start with one clear conversation
Tell us a little about your business or household and what you need. We will reply to suggest a time to talk.
Request a ConsultationK Contact
Request a consultation
A name and one way to reach you is all we need. Everything else is optional.
- Office
- Ledgerstone Advisory, 2nd floor, 14 Mint Street, Sample City Fictional address
- Hours
- Mon–Fri 9:30 am – 6:00 pm
Saturday by appointment (sample hours) - Phone & email
- Added when this template is set up for a real practice.
- Before you meet
- Use the preparation checklist