Finance and tax responsibilities
Accounting preparation, tax advice and work requiring a chartered accountant are distinct responsibilities. Your scope identifies the work required and the professional appointment, if any. Where a statutory audit, certification or independent opinion is required, the appointment, eligibility and signing responsibilities are established separately.
Company and governance responsibilities
Corporate filings and governance records may require company-secretarial advice or certification. The engagement identifies the relevant role and any professional appointment. Event-driven work begins with the proposed decision and its approvals, rather than treating a portal filing as the whole assignment.
Legal responsibilities
Legal advice, contract drafting and dispute strategy require a defined mandate and appropriately qualified professional involvement. Representation before a forum requires a separate assessment of authority, procedure and professional responsibilities.
Who will work on your matter
The written proposal identifies the engagement structure and the relevant professional involvement. Discuss your scope to understand who will handle the work, which professional appointments are needed and who will sign the relevant documents.
One business decision can need several perspectives
For a proposed investment, accounting work may organise the financial evidence, corporate work may address approvals and ownership records, and legal work may examine the transaction documents. These workstreams depend on the same facts, but each has its own deliverables and responsibilities.
Start with the decision and the evidence
Share the proposed transaction, entities involved, stage reached and target date. Identify existing advisers and any work already completed. This helps avoid conflicting instructions and makes it easier to identify the professional appointments that still need to be established.
For recurring work, agree how a question moves between the bookkeeping, payroll, tax and corporate records. A difference between a contract, an invoice and the accounts should have an identified owner and a documented resolution.
What to confirm before work begins
- Named responsibility: who coordinates the engagement, who prepares the work and who reviews it.
- Professional involvement: which role is needed for the particular assignment and whether a separate appointment is required.
- Authority and signing: who approves business facts, authorises submissions and signs the final documents.
- Scope and independence: whether another assignment or relationship affects who can carry out the work.
- Handover: which records, workings or advice will be provided and which questions remain outside scope.
Where membership, registration or eligibility matters to the assignment, ask for the relevant professional’s details and the appropriate verification route. A description of a service area should not be treated as confirmation of a particular individual’s appointment.
Explore the work behind each responsibility
Finance and tax
Understand recurring records, reporting and tax work before selecting a scope.
Accounting and finance →Company compliance
Connect business decisions with approvals, records and filings.
Corporate compliance →Commercial legal work
Frame contract, ownership and dispute questions around the actual mandate.
Legal and IP services →Kosha.Services · Updated 2 October 2026