# Your accounting scope brief

Use this CAPA worksheet to explain the work you need and compare written proposals. Print a copy or edit the Markdown version. It is a preparation aid, not a quote or an enquiry submission.

## 1. Describe the business

- Business and entity type: ______________________________________
- Period to be covered: _________________________________________
- Main activity and sales channels: ______________________________
- Approximate monthly transactions: ______________________________
- Bank accounts, cards and payment platforms: ______________________
- Staff/payroll, stock and foreign currencies, where relevant: _______
- Current software and who controls access: ________________________

## 2. Choose the work you need

- [ ] Monthly or periodic bookkeeping and reconciliation
- [ ] Catch-up work for missing months
- [ ] Management reports and a review meeting
- [ ] Year-end financial statements
- [ ] Payroll support
- [ ] Tax return or supporting-document work
- [ ] SST or e-Invoice work, where applicable
- [ ] Separate audit or company-secretarial coordination

Last period fully reconciled: _____________________________________

Known missing records or unresolved balances: ______________________

Deadlines already established and who is handling them: ______________

## 3. Agree the division of work

| Task or deliverable | Business owner | Provider's role | Agreed date |
|---|---|---|---|
| Upload source records | | | |
| Explain transactions and answer queries | | | |
| Reconcile and prepare reports | | | |
| Review reports and unresolved items | | | |
| Complete separately agreed filings | | | |

These are engagement targets. Record actual statutory deadlines separately.

## 4. Compare the same scope

| Cost | Proposal A | Proposal B |
|---|---|---|
| Twelve months of recurring fees | | |
| Setup and catch-up work | | |
| Software and user access | | |
| Agreed year-end work and meetings | | |
| Separately required services | | |
| Applicable service tax | | |
| Total for the same first-year scope | | |

Ask each provider to confirm exclusions, transaction-counting rules, report frequency, additional-work pricing, cancellation terms and how you can export your records. A blank cell means “not yet confirmed”, not zero cost.

## 5. Finish with a written decision

Chosen arrangement and why: _______________________________________

Questions still open, responsible person and due date: ______________

Agreed scope saved at: ____________________________________________

Read next: [comparing accounting fees](/guides/accounting-fees-malaysia/) and [monthly package scope](/guides/monthly-accounting-package/).

*CAPA — Clear Accounts. Practical Advice. Prepared on 24 September 2026. We’ve taken care to check this worksheet, but can’t guarantee 100% accuracy, completeness or that it remains up to date. It is a general preparation aid and does not replace professional advice tailored to your circumstances. Keep completed business records in your own controlled files.*