Purpose
Before filing season or a planned tax documentation audit, we sort loose invoices, bank packs, payroll reports, and prior-year workings into a consistent folder structure with an index sheet. This is clerical organisation with tax-file awareness — not a substantive audit of correctness.
Included
- Agree folder taxonomy with your finance lead
- Sort paper and rename digital files accordingly
- Produce an index of contents and known empty sections
- Brief handover so your team can maintain the structure
Not included
Judging deductibility, preparing computations, or shredding originals without written instruction.
Fees
From HK$8,500 for a single modest archive, or a day rate for larger storerooms. Plan a visit.