Clarity Check — Gain Clearer Insights into Your Financials

Clarity Check is our signature service designed to offer business owners an independent and experience-led analytical perspective on their accounts.

We will review:

• The Draft final accounts (as filed or to be filed with Companies House, hence already public)
• A comparative trial balance, which forms the basis of the financial figures reflecting on the above accounts.

We use our financial understanding and expertise to analyse the reports and identify trends, inconsistencies, or unusual patterns. The goal is not to interpret every number for you, but to highlight areas worth considering and discussing with your accountant, if needed. It provides a capable and independent perspective to guide your focus and increase your control over business financial reporting.

Our insights are based on our professional experience and are intended to give you an objective external point of view. Please note that if no observations are raised, it simply means we did not find anything noteworthy to report during our analysis. However, since this is not a detailed audit, we do not assume any responsibility for the completeness or accuracy of the financials.

Additionally, there may be cases where our observations may have already been considered in your financial process and may not lead to material changes—but they remain valid insights from an external viewpoint.

This service is ideal for clients who:

• Want a fresh set of eyes on their numbers
• Wish to gain better control and understanding of their accounts
• Prefer to be more engaged in the financial side of their business

Our goal is to bridge the communication gap between accountants and business owners by offering the benefit of experienced insight to support smarter business decisions and helping you ask better, more informed questions.

---

Bookkeeping Review — A Broader Look Into Your Financial Entries

This service is designed for clients seeking a periodic overview of their bookkeeping activity, especially useful before VAT returns or year-end closures.

Unlike Clarity Check, this service requires access to your bookkeeping software or exported records. We do not perform a line-by-line or detailed transaction review. Instead, using access to your accounting software (like QuickBooks, Xero, FreeAgent), we review your bookkeeping at a summary level—looking for patterns, inconsistencies, and trends that may warrant a second look.

Drawing on our practical knowledge and experience, we raise questions that help you maintain clean, consistent records and prepare with confidence for future filings. This is a value-driven service, not a technical critique.

If this is your first time using this service and no observations are raised, 50% of the fee will be refunded. No refunds will apply for future periods without observations.

If no observations are raised, it means that, based on our analysis, we did not find anything that stood out or required flagging. This is not an audit or formal review—we do not take responsibility for the accuracy or completeness of the records.

Please note: Observations are based on our independent, professional perspective. Some of these may have already been considered in your financial process and may not lead to material changes—but they remain valid insights from an external viewpoint.

---

Disclaimer: