Identify the problem, understand the work and begin with the right pathway.
Choose the situation closest to yours. Every engagement begins with evidence, an agreed scope and a clearly defined output.
Missing ledgers, receipts or unexplained transactions.
Reconstruct schedules from the available evidence.
Documented assumptions, reconstructed records and prepared accounts.
Request a records assessment →Year-end accounts are required from existing or reconstructed records.
Review evidence and process agreed year-end adjustments.
Financial statements and supporting schedules ready for approval.
Discuss year-end accounts →Directors lack timely visibility over profit, cash or performance.
Build periodic reporting around management decisions.
Relevant management reports with plain-English interpretation.
Request management reporting →A company faces an accounts or company-record deadline.
Clarify the obligation and organise the required information.
A defined submission pathway subject to applicable requirements.
Explain your deadline →The business faces growth, funding needs or cash pressure.
Build and test an assumptions-led forecast.
Cash-flow model, funding-gap analysis and decision points.
Commission a cash-flow forecast →A venture, expansion or investment decision needs financial testing.
Model revenues, costs, funding, break-even and sensitivities.
Decision-ready feasibility report and projections.
Submit a feasibility brief →Tell us what happened, what records exist and what decision or deadline you face.