A face-to-face or virtual meeting of your choice, to review your draft annual accounts. Highlighting any key issues and to agree any changes if necessary before finalising.
Often people have a meeting to review final accounts, by which time it is too late. In this review, our focus is not only to help you understand how the business is performing, but also to identify any issues and opportunities that you are missing. We plan any necessary adjustments for tax or commercial reasons with careful consideration to the impact on your credit rating, the perception of the bank and third parties, or any other important aspect.
As well as looking back over the previous year’s figures, we will consider the current and future results and make recommendations for improvements.