Request Intake
Incoming work logged, classified by priority and assigned a target date.
Incoming work is recorded with an owner, a deadline and an expected output. Progress is tracked against that record until the item is delivered and confirmed.
View scope of workSousa Vieira Assessoria Contabil LTDA runs the operational side of client work under a written scope, with clear ownership and measurable turnaround.
Engagements begin with an intake review: current workload, existing documents, systems in use and the constraints that apply.
01 · Intake form received
02 · Scope and dates defined
03 · Approval of the scope document
04 · Execution with status reports
Operational support specified per task, not sold as a bundle.
Incoming work logged, classified by priority and assigned a target date.
Versioned files, consistent naming and a single location for current documents.
Periodic summaries of open, completed and delayed items, with reasons stated.
Include the task type, approximate volume and the date it needs to be complete. A written reply follows.