Name: orvitomedia.com
Address: 12 Henerala Zhukova Ave, Kyiv, 03113, Ukraine
Telephone: +380 967 960 3006

Service scope for sole proprietors

Here’s what we include when you select a scope, so you always know what will be prepared and what will be handled each month.

Clear document intake and organized record maintenance.
Bookkeeping plus reconciliation where applicable.
Tax reporting support (by scope), not one-size-fits-all filing.

Important: The final deliverables depend on transaction volume, document complexity, and how ready your materials are at the start.

What we do

Document intake

You provide your documents and we structure them for accurate monthly bookkeeping.
Bookkeeping and record maintenance

We maintain the bookkeeping records that your month needs to stay consistent.
Reconciliation (where applicable)

When your situation requires it, we reconcile accounts so the records match your supporting materials.
Tax reporting support (by scope)

We support tax reporting according to your chosen scope and prepare the reporting materials.

What you need to bring

Your documents for the month, ready to review.
Any notes that explain unusual transactions or timing.
Timely updates so reconciliation stays accurate.

Monthly deliverables

Clear monthly support for sole proprietors. You’ll see what we do each month, and what you need to provide so we can process accurately.

Before we process

Send your new invoices, receipts, and bank statements for the month.
Confirm any unusual transactions and note business purpose where needed.
Share access or exports from your sales/expense tools, if applicable.

Monthly bookkeeping work

Maintain records and classify documents based on your agreed approach.
Reconcile movements where applicable, so your numbers stay aligned.
Prepare your reporting materials with clear owner-ready summaries.

Tax reporting support (by scope)

Support you with tax reporting tasks that fit the agreed scope.
Ensure documents used for reporting are traceable to your month’s inputs.
Let you know what’s ready and what still needs your review.

Materials you receive

A month summary you can review and reuse for internal tracking.
Reporting materials prepared for the next steps in your process.
A short owner checklist for anything that must be supplied next month.

Pricing clarity

Final pricing depends on transaction volume, document complexity, and how ready your inputs are at the start. For a range, see the transactions estimator on the Pricing page.

Go to transactions estimator See service boundaries

Document checklist

To keep monthly bookkeeping accurate, you provide the inputs below. We prepare the monthly work from your documents and records.

Start onboarding (one-time)

Owner identity Bank account details used for business and the primary contact.
Your income baseline A list of sources of income and expected frequency (sales, services, rentals).
Your expense baseline A list of recurring expenses, plus the categories you use to track them.
Tax reporting scope Confirm what you need for tax reporting support (by scope), so we align materials preparation.

Every month (recurring)

Income documents Invoices, receipts, sales reports, and payment confirmations for the month.
Expense documents Purchase receipts, contractor invoices, utility and subscription bills you want included.
Bank statement or export A bank statement export for reconciliation (where applicable).
Owner notes (quick) Any corrections, refunds, or one-off events that affect the month.

Situation

You start a new month and have mixed payments across several invoices.

What we did

We match income documents to your bank export entries.
We categorize items for bookkeeping record maintenance.
We summarize what changed so your monthly reporting materials are consistent.

Outcome for owner

You get a clean month-end picture, with items tied back to the documents you provided.

Variability note: if your documents arrive late or are incomplete, we may shift items into the next cycle.

Situation

You have new recurring expenses, but the categories in your records aren’t aligned yet.

What we did

We map receipts to your expense categories and confirm the basis for inclusion.
We reconcile totals where applicable using your bank statements.
We prepare month-ready materials for tax reporting support (by scope).

Outcome for owner

Your future months are faster to prepare because categories stay consistent.

Tip: keep each month’s documents in one set so we can reconcile and prepare materials without gaps.

Final price depends on transaction volume, document complexity, and how ready your records are at the start. We’ll confirm scope details before onboarding work begins.

View pricing overview Talk to us

Boundaries and scope notes

We prepare and support tax materials for sole proprietors based on the documents you provide and the applicable law. Your final filing responsibilities stay with you.

What we can support

Tax material preparation and reporting support “by scope,” aligned to the documents you submit.
Bookkeeping and record maintenance for clearer reconciliation (where applicable).
Owner summaries and reporting materials you can use for your next steps.

What is not included

Filing that depends on information you do not provide, or details that change after you submit.
Legal representation, tax disputes, or decisions that require a qualified attorney.
Outcome guarantees. We can’t promise acceptance or results because tax outcomes depend on facts and authorities.

Final scope can vary by transaction volume, document complexity, and the readiness of materials at the start of the month.

Schedule a call or request a checklist

For sole proprietors, accounting work starts with clear inputs. Send your details and we will confirm what we need next.

✓Quick scheduling request
✓Request the owner document checklist
✓Scope clarity for tax reporting support (by scope)

+380 967 960 3006 contact@orvitomedia.com

Pricing depends on transaction volume, document complexity, and your readiness at start. If you want an estimate, request the checklist and include what you have available.

Request