Understand what your business numbers are telling you.

Begin with reliable records

Bring your bookkeeping reports and explain the decisions you need to make. We identify gaps and discuss the work needed to make the records useful.

Review the business picture

Looking at income, spending and cash together can help clarify business questions. The engagement scope is tailored to the records available.

Keep the next steps practical

Agree on what information to maintain and how to review it. Statutory audit and assurance engagements are not advertised as part of this service.

What your engagement may include

• Review of available bookkeeping reports
• Discussion of income, expenses and cash flow
• Practical next steps for maintaining records

The exact scope, responsibilities and proposed fees are confirmed before paid work begins. Not every item is required for every engagement.

Bring a little context to the first conversation

• Recent bookkeeping reports
• Bank and credit card statements
• A summary of the questions you want to resolve

A short summary is plenty to start. Records are only requested once you’ve engaged the firm, through the secure client portal.

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