SOLUTIONS
Three engagement types, each designed for a particular situation
A brief description of each engagement — what it covers, how it is structured, and what it produces — to help you consider which, if any, may be relevant to your current circumstances.
Back to Home01 — Approach
Our methodology
Step 01
Intake and scoping
An initial conversation to understand your situation, confirm the appropriate engagement type, and agree on scope in writing before work begins.
Step 02
Document review and sessions
Review of relevant materials — filed returns, chart of accounts, reporting formats — combined with structured working sessions where questions are explored together.
Step 03
Written deliverable
A written output — memorandum, adjustment notes, or session record — reviewed internally and formatted for sharing with your existing accountant, finance team, or board.
02 — Engagement 01
Tax Position Review
A focused engagement for Thai companies and their owners who would like a considered outside reading of their current tax position. The review covers corporate income tax, VAT, withholding, and personal tax considerations for shareholders, drawing on the most recent filed returns and a short intake conversation.
Returns a written memorandum with observations, open questions, and a sensible list of items for internal discussion with the company's existing accountant. The intent is clarity rather than alarm.
What the review covers
- Corporate income tax — treatment of deductions, timing, carryforward positions
- VAT — registration, filing cycle, input tax treatment
- Withholding tax — compliance on payments to employees and third parties
- Personal tax considerations for shareholders and directors
- Open questions and items for follow-up with your accountant
Process steps
- 01 Short intake conversation to orient the review
- 02 Document submission — most recent two years of filed returns
- 03 Review and analysis (typically 2–3 weeks)
- 04 Written memorandum delivered for your review
- 05 Optional follow-up call to discuss the memorandum
Fixed fee
9,100 THB
Best suited for
- — Companies that have not had an outside tax review in two or more years
- — Businesses with new ownership or structural changes in recent years
- — Companies preparing for a fundraise or sale process
- — Owners who have accumulated questions they have not had the opportunity to address
Best suited for
- — SMEs whose reporting has outgrown its original design
- — Companies where the monthly close produces friction or limited useful output
- — Finance teams that would benefit from an outside reading of their practices
- — Firms with foreign shareholders requiring clearer management reporting
03 — Engagement 02
Accounting & Reporting Engagement
A six-to-eight-week engagement for firms that would like to refine their accounting practices and management reporting. The work reviews the chart of accounts, monthly close process, management report format, and alignment between statutory books and internal reporting.
Conducted jointly with the client's finance team, with weekly working sessions and a written set of observations and adjustments. Suitable for SMEs whose reporting has outgrown its original design and who would benefit from a considered outside reading.
Areas of focus
- Chart of accounts — structure, granularity, alignment with reporting needs
- Monthly close process — steps, timing, ownership, reconciliation practices
- Management report format — usefulness, layout, variance analysis
- Alignment between statutory books and internal reporting
- Written observations and adjustments delivered at engagement close
Process steps
- 01 Intake and scope agreement — define focus areas and timeline
- 02 Document review — chart of accounts, recent close, current reports
- 03 Weekly working sessions with finance team (weeks 2–7)
- 04 Draft observations and adjustments for client review
- 05 Final written output delivered and discussed
Fixed fee
28,900 THB
04 — Engagement 03
Advisory Retainer
A six-month retainer for company owners, CFOs, and senior finance managers who would find value in a consistent outside counterpart on tax and reporting matters. The retainer includes two scheduled sessions per month, written correspondence between sessions, and ad-hoc support for specific questions.
Delivered with attention to how Thai tax practice develops in the relevant sector. Suitable for those who encounter tax and reporting questions regularly and would benefit from a trusted, readily available outside perspective.
What the retainer includes
- Two scheduled sessions per month (video or in-person)
- Written correspondence for ad-hoc questions between sessions
- Support for Revenue Department letters and correspondence
- Consideration of reorganization or structural changes
- Named adviser familiar with your company's situation
- Sector-aware perspective on Thai tax developments
How it typically develops
- M1 Onboarding — review of company's tax and reporting background
- M2–3 Regular sessions establish rhythm; ad-hoc questions handled as they arise
- M4–5 Deeper engagement on specific topics — filings, reorganization, reporting
- M6 Retainer review — assess usefulness, consider continuation
Fixed fee — 6 months
59,800 THB
Best suited for
- — Company owners who regularly encounter tax and reporting questions
- — CFOs and finance leads at companies without an in-house tax resource
- — Businesses undergoing sector change or structural development
- — Those who found a Tax Position Review useful and want continued access
05 — Comparison
Choosing the right engagement
A summary of what each engagement type includes, to help identify which may be the most appropriate fit.
| Feature | Tax Position Review | Accounting Engagement | Advisory Retainer |
|---|---|---|---|
| Duration | 2–3 weeks | 6–8 weeks | 6 months |
| Working sessions | 1 intake + optional follow-up | Weekly (6–7 sessions) | 2 per month |
| Covers tax | Yes — primary focus | Incidentally | Yes |
| Covers accounting / reporting | Not primarily | Yes — primary focus | As needed |
| Written output | Memorandum | Observations + adjustments | Session records + correspondence |
| Ad-hoc support | Not included | Limited | Included |
| Fee | 9,100 THB | 28,900 THB | 59,800 THB |
If you are uncertain which engagement may be the most useful starting point, a Tax Position Review can often clarify the scope of ongoing questions and whether a longer engagement would be warranted.
06 — Standards
Shared across all engagements
Confidentiality
All materials handled under strict confidentiality. Not shared beyond the named engagement team.
Written scope
Every engagement is scoped in writing before work begins. No changes without agreement.
Named adviser
Senior adviser named at the outset of every engagement. Work is not delegated to junior staff.
Written deliverable
Every engagement produces a written record, reviewed internally before delivery.
Measured framing
Observations stated with appropriate qualification — conditional language as a professional standard.
Reasonable response
Enquiries responded to within two business days. Time-sensitive matters by phone.
If you have a question about which engagement may be appropriate
An initial conversation is the most straightforward way to work that out. It is without obligation.
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