Review first. Then the work that follows.
- Conversation.
- Optional introductory diagnostic – short scorecard, limited scope.
- Paid business and personal finance review when there is a fit.
- Financing, NRI or family advisory only under a new letter.
Work starts when the first instalment on a paid engagement is in. Packs and bank files are not released on unpaid invoices. If a fee is fifteen days late, work pauses.
Routine accounting and compliance are delivered with a professional network. You will know who is on the file. Statutory audit is not offered through this company.
We do not write bank packs for free. We do not take bank commissions.
An introductory diagnostic can be requested. It is a short scored note. The full review is a scoped, paid engagement.