Client Scoping & RFP Portal

So we can scope your work and quote accurately.

Where Accuracy Meets Integrity. To give you a 100% fixed-fee proposal with guaranteed SLAs and zero scope creep, we capture your organisation structure, transaction volumes, and tech stack upfront. Complete what you can below, or download the official fillable PDF.

Complete Digital Scope Download Fillable PDF (287 KB) Book 30-Min Scoping Call

Prefer an offline fillable PDF for your board or RFP file?

Download our official 4-page Client Scoping Questionnaire. You can fill it out digitally, save it, circulate it internally, and email it back directly to info@truaccountants.com.

Download Scoping PDF (287 KB)

2 Group Structure

Number of legal entities

Number of branches / locations

Number of bank accounts

Do the entities form a VAT tax group?

Yes No Not sure

List entities to be covered, with licence type (mainland / free zone / offshore)

4 Transaction Volumes

Estimates are completely fine. Transaction volume is the primary driver of monthly accounting effort and pricing.

Item	Per Month (Estimate)	Per Year (Estimate)
Sales invoices issued
Credit notes issued
Purchase invoices / bills received
Bank and card transactions
Payroll payslips
Journal entries
Petty cash transactions

Employees on payroll

Peak month (if seasonal)

Average invoice value (AED)

6 Compliance Position

VAT registered?

TRN (if registered)

VAT filing frequency

Corporate Tax registered?

CT registration number

First CT period end

Annual revenue band (for UAE e-invoicing phasing)

AED 50 million or above (Phase 1: ASP by 30 Oct 2026) Below AED 50 million (Phase 2: ASP by 31 Mar 2027) Prefer not to say

Accredited Service Provider (ASP) appointed for e-invoicing?

Yes, appointed In progress Not yet Not sure

7 Current State & Backlog

Last month closed and reconciled

Months of backlog, if any

Are the books currently up to date?

Up to date 1 to 3 months behind More than 3 months behind Not sure

What triggered this enquiry? What is the main problem you want solved? *

8 Timeline, Decision & RFP Documents

Target start date

Any hard deadline

Indicative budget (optional)

Who approves the engagement?

How did you hear about us?

Have a formal RFP or scope specification document?

You can also email your RFP directly to info@truaccountants.com quoting your company name.

Declaration & Confidentiality Guarantee: The information above is accurate to the best of my knowledge. TruAccountants will treat it as strictly confidential under UAE PDPL regulations and use it solely to scope and quote this work.

Guaranteed response with itemised quote within 24 hours.

How does TruAccountants scope client proposals and RFPs?

TruAccountants scopes all outsourced accounting, tax, and advisory engagements using an 8-part empirical diagnostic framework rather than generalised estimates. Scoping covers entity count, licence jurisdictions (mainland, free zone, offshore), existing ERP stacks (Zoho, Xero, QuickBooks, Tally, SAP), monthly transaction bands across 7 line items, statutory VAT and Corporate Tax status, and UAE e-invoicing readiness (under Ministerial Decision No. 244 of 2025). This scoping protocol guarantees transparent fixed-fee quotes with zero surprise billings, agreed SLA response times, and an exact timeline from diagnostic to go-live within 24 business hours of submission.

Enterprise Confidence

Why rigorous upfront scoping protects your bottom line

100% Fixed-Fee Transparency

No vague hourly billing or unexpected end-of-month surprises. Our fee matches your exact transaction volume and entity complexity.

Guaranteed SLAs

Every proposal comes with contractually binding month-end close schedules (Day 5 / Day 10) and sub-24-hour response guarantees.

UAE PDPL Confidentiality

Protected by strict Non-Disclosure Agreements and UAE Federal Decree-Law No. 45 of 2021 on Personal Data Protection.