Annual Compliance and Bookkeeping
This combined engagement links regular bookkeeping with year-end company compliance.
- Set opening records
- Maintain periodic books
- Close the year
- Complete annual filings
- Required Documents
Government fees depend on your category, state, turnover and applicant type. We confirm those, and our professional fee, before you commit to anything.
About Annual Compliance and Bookkeeping
This combined engagement links regular bookkeeping with year-end company compliance. It is designed to reduce gaps between day-to-day transaction records and the financial statements, reports and filings prepared at the end of the year.
What you get
Who this is for
- Define the company, accounting year and monthly transaction volume.
- Identify opening balances and any bookkeeping backlog.
- Agree the accounting, reconciliation, reporting and filing deliverables.
Documents required
We send this as a single written checklist so you are not chased for documents one at a time.
After the filing
What stays your responsibility once this is done.
- Provide documents on the agreed monthly schedule.
- Review management reports and unresolved balances.
- Maintain event-based compliance independently of the annual cycle.
How the process works
- 1
Set opening records
Review accounting policies, opening balances and source-document flow.
- 2
Maintain periodic books
Record agreed transactions and reconcile bank and control accounts.
- 3
Close the year
Prepare schedules and coordinate review or audit adjustments.
- 4
Complete annual filings
Organise the relevant approvals, reports and MCA submissions.
Frequently asked questions
No. Bookkeeping prepares records; an audit is a separate independent professional engagement.
Official sources
What this page is based on. Rules change — these are the authorities to check against.
Customers also looked at
Annual Compliance and Filing
Annual company compliance combines financial reporting, corporate records and applicable MCA filings.
Learn moreDirector DIN KYC Update
DIN KYC keeps an individual director's identity and contact details current in the MCA system.
Learn moreAppointment of Director
A director appointment requires valid corporate authority, the proposed director's eligibility and consent, and the appropriate company records and filing.
Learn more