Year-End Accounts Outsourcing Services for UK Accounting Firms
Keep Year-End Work Moving Without Overloading Your Team
Year-end accounts can create pressure when several client files require preparation and review at the same time. Routine production work can quickly take time away from managers and senior staff.
Our year end accounts outsourcing service gives accounting practices additional preparation support while allowing their internal team to retain control of the client relationship and final review.
Our Success Rate
We’ve provide Year End Accounts Outsourcing Services to thousands of individuals across the UK Accounting Firms
What We Need From Your Practice
- Current-year accounting records
- Trial balance & Previous year accounts
- Previous working papers & Relevent documents
- Practice instruction & required completion date
- Known adjustments or issues
What You Receive
- Prepared working papers
- Reconciliation schedules
- Draft year-end accounts
- Supporting schedules & query list
- Organised file for internal review
What Our Year-End Accounts Support Can Cover
Working Papers Preparation
We can support the preparation and organisation of year-end working papers based on the information supplied by your practice. The objective is to provide a structured file that allows your reviewer to follow the underlying figures and identify outstanding matters efficiently.
Trial Balance & Reconciliations
Year-end preparation may include agreed trial-balance review and account reconciliations where these form part of the defined engagement. Any unclear balances or missing information can be raised through the agreed query process rather than being assumed.
Year-End Adjustments & Schedules
Where included within scope, supporting schedules and agreed year-end adjustments can be prepared from the information provided. Items that require technical judgement from your practice should be identified for internal review.
Draft Accounts Preparation
Our team can support the preparation of draft year-end accounts based on the agreed records, working papers and instructions. Completed work is returned to your practice for its own review, approval and next steps.
Reviewer Query Support
Outstanding questions can be organised clearly so your team can see what information or clarification is still required. This helps reduce disconnected email chains and gives your reviewer a clearer handover.
How Our Year-End Accounts Outsourcing Process Works
Scope the Work
We first understand your current year-end process, the client files involved and the outputs your reviewers require.
Provide the Required Information
Your practice supplies the agreed accounting records, previous information and supporting documents.
Prepare & Raise Queries
The agreed year-end work is prepared, with incomplete or unclear matters raised through the defined query process.
Need More Year-End Accounts Capacity?
Tell us about your current workload, the type of year-end files involved and how your review process works. We can then discuss the required scope and whether SHRM Tax Advisors can support your practice.
Common Questions Year End Accounts Outsourcing
Yes. The scope can be defined around the specific preparation work your practice requires rather than treating outsourcing as an all-or-nothing arrangement.
The review and approval responsibilities should be agreed during scoping. The page should position SHRM as supporting preparation while the practice retains the final review where that reflects the actual delivery model.
Requirements depend on the file and agreed service scope, but commonly include current accounting records, previous accounts, working papers and relevant supporting information.
The appropriate capacity arrangement should be agreed based on your workload. Do not advertise guaranteed ad-hoc, seasonal or dedicated-resource models until SHRM confirms that it offers them.
