A clear checklist for your records
A dedicated point of contact
Scope and fees agreed before we start
FROM BUSINESS RECORDS TO CLEAR ACCOUNTS
Your business year.
Brought into focus.
Accounts give your partnership a clearer view of its results. We bring the records together and explain what the figures show about the business.
01 / REVIEW
Build from the records.
We review the bookkeeping and supporting information, check the starting position and ask about any missing or unclear items.
02 / PREPARE
Bring the year together.
We prepare the agreed accounts, working through the income, costs and relevant partner information to present the business figures clearly.
03 / EXPLAIN
Understand the results.
We take you through the accounts, answer questions and explain the information needed for the next stage of your reporting.
Know what’s included.
We’ll confirm the accounts being prepared and whether bookkeeping, the partnership tax return and individual partners’ returns are included. Catch-up work and additional reporting are agreed separately where needed.
Bookkeeping and bank records
Access to your accounting records, bank and card statements, and the supporting invoices and receipts for the period.
Previous accounts and business details
The last accounts where available, your accounting period and details of what the partnership does and how it operates.
Partner arrangements and movements
The agreed sharing arrangements, changes in partners, and records of money introduced, withdrawn or paid personally for the business.
Other balances and changes
Details of loans, equipment, stock and unpaid amounts where relevant. We’ll tailor the checklist to your business and accounting basis.
GETTING STARTED
Four steps.
A clearer set of accounts.
Know what to share, how we’ll prepare the accounts and when you’ll review the results.
Review your starting point.
Tell us about the business, your records and the accounting period. We’ll agree the accounts work, responsibilities and fee.
Share the information securely.
We’ll explain what to provide, complete the relevant checks and resolve questions about the records and partner arrangements.
Prepare and discuss the accounts.
We bring the figures together and explain the draft accounts, giving you time to review the detail and ask questions.
Finalise and agree what follows.
Once the accounts are approved, we finalise them and confirm the next steps. Tax returns and other reporting follow where included in the agreed service.
KEEP THE WORK CONNECTED
From accounts
to the next step.
Keep your business records, accounts and tax reporting connected. We’ll agree which services your partnership needs and how the work fits together.