Annual accounts
A year-end review of your records, with a balance sheet, profit and loss account and explanation.
Discuss this service- Working rhythmAfter the end of your financial year
- Suitable forSole traders and small business owners
Close the year with figures you understandWe bring your business records together at the end of the financial year. The work starts with a review of what is already complete. We check balances, ask about open items and agree which remaining documents you will provide. You receive a clear list rather than repeated requests for the same information.What we look atYear-end figures need more than a total of invoices. We review the relationship between your records and the information available about assets, borrowing and outstanding payments. If you hold stock, we discuss how you provide the year-end stock information.Check bank balances and unpaid invoices.Review recorded assets and financing documents.Prepare a balance sheet and profit and loss account.Discuss changes compared with the previous year.A practical closing discussionWe walk through the main figures and explain points that may affect your next year. The quote describes the reports included and any additional filing work. A personal tax return is a separate service. Our annual accounts work does not include an audit opinion or an assurance report.
Clear working agreements
Defined scope
We agree which tasks are included before starting.
Shared responsibilities
You know what to provide and what we handle.
A practical rhythm
We agree document dates and discussion moments.
Keep what already works
Does this fit your business?
Tell us about your business, your current records and the support you need.
Contact us