Do we need a meeting to discuss the accounts?
Not normally but you can request one. We provide a Summary & Review report with your accounts. This explains in detail what is included in the accounts and the accompanying documents. Where necessary, we will add any additional comments, analysis, notes, questions, and tips. If you are on the Annual+ package or higher, and use online accounting we also provide a review every 3 months. On the Annual+ package you’ll need to reply to the email reminding you that the quarterly review is due.
If you have any questions about anything, you can email us, call us, or video call us. You can book an appointment using the link in our email signature.FAQs