As part of our range of services, a formal Annual Review of non accounts matters is undertaken to assist our clients and ourselves with a thorough understanding of the overall position. These reviews can provide a useful forum for discussing a range of matters, not all specifically financial.
Typically an Annual Review can include succession planning, estate planning, recruitment policies and a personal risk assessment.
It is our view that all parties can benefit from a review of this type which can be carried out at the time of the interview to discuss the accounts or at an alternative time to suit the client.
