Annual Financial Statements
Year-end statements prepared from scratch to a recognized standard — complete with notes, structured for owners, lenders, and filing purposes.
USD 850
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Statement Review & Tidy-Up
Statements that read correctly and present with confidence.
A careful, respectful review of your draft or existing financial statements — checking that the figures sit right, the notes explain what they should, and the overall picture holds together for whoever will read it.
What this delivers
A second set of careful eyes on your statements.
Sometimes the statements exist but something about them does not feel quite settled — a note that does not fully explain the figure it accompanies, a presentation choice that might read differently to a lender than intended, or simply the sense that a second opinion would be worthwhile before sharing them.
This service works through your draft or existing statements carefully, checking for consistency, clarity, and correctness. We share observations in plain language, focused on getting the picture right — not on finding fault, but on making sure the statements say what they are meant to say.
Thorough line-by-line check
Each section reviewed for consistency, correctness, and clarity of presentation.
Clear written observations
Every point explained in plain language — what we noticed and what we suggest, without jargon.
Respectful tone throughout
Observations shared constructively — focused on the picture, not on criticism.
Fixed fee
USD 420 per engagement. One clear fee for the review and written observations.
Where this tends to arise
Draft statements that are almost there — but not quite.
Draft accounts can sit in a state where the preparer is broadly satisfied but a specific question keeps coming up — a note that feels incomplete, a line item that is classified one way when another might read better, or a presentation that was carried forward from a prior year without being revisited.
The same situation arises with existing statements that need to be shared for a new purpose — a lender's due diligence, an acquisition process, or an internal review — where the audience is different from the one the statements were originally prepared for.
In either case, what is useful is not a full re-preparation but a careful, independent check — someone who will read the statements with fresh eyes and say honestly whether they hold together, and where they could be clearer.
How the review works
A structured read-through, not a surface check.
Figures and internal consistency
We check that the numbers reconcile across the three statements — that movements in the balance sheet are reflected correctly in the income statement and cash flow, and that comparative figures are consistent with the prior period.
Notes and disclosures
We read the notes section with attention to whether each note actually explains what it is there to explain. Generic notes that do not address the specific entity or period are flagged, and we suggest what a more useful note would say.
Presentation and readability
We consider how the statements read from the perspective of the intended audience — whether the classification of line items is appropriate, whether the structure communicates clearly, and whether any section is likely to raise a question that could have been pre-empted.
What working together looks like
A contained, well-defined piece of work.
01
You send the statements
Share your draft or existing statements along with a brief note on what they will be used for and whether there are any specific areas you would like us to focus on.
02
We read carefully
We work through the statements in full — figures, notes, and presentation — noting anything that warrants attention. This is done without rushing, because the value is in the detail.
03
We share our observations
A written summary of what we found — each point described clearly, with a note on what we would suggest and why. Straightforward where something is straightforward; careful where it needs thought.
04
You decide what to do with it
Our observations are yours to act on as you see fit. We are available for any follow-up questions that arise from the review, and we can discuss any point in more depth if that would help.
Investment
One fixed fee for the full review.
Statement Review & Tidy-Up is priced at USD 420 per engagement. This covers a full review of one set of financial statements — typically a year-end set or a period set — and a written summary of observations.
The fee covers the review of a standard set of statements. If the engagement involves an unusually large volume of documents or multiple periods, we will discuss that with you before starting.
There are no additional charges for the follow-up discussion that is part of the delivery. If a question from the review leads to a more substantial piece of work, we will scope that separately and openly.
What is included
- Full read-through of balance sheet, income statement, and cash flow
- Check for internal consistency across all three statements
- Review of notes section for completeness and clarity
- Assessment of presentation for the intended audience
- Written summary of observations with suggested adjustments
- Follow-up discussion on any point in the review
- Delivery within five working days of receiving the statements
Fixed fee
USD 420
per engagement
What the review covers
Detail-level attention, plainly reported.
A review that only checks whether figures add up is not particularly useful. We read the statements as a knowledgeable reader would — asking whether the classifications make sense, whether the notes address the questions a reader would naturally have, and whether the overall presentation gives an accurate impression of the entity.
We are aware that observations land differently depending on how they are shared. We write our findings clearly and without unnecessary criticism — the aim is always to get the picture right, not to demonstrate that something was done incorrectly.
Where an adjustment would be a matter of preference rather than correctness, we say so. Where something needs to change before the statements are shared, we are direct about that too.
Who this suits
Businesses with draft accounts that need an independent check before filing or sharing. Also useful when existing statements need to be presented for a new purpose — lender due diligence, a sale process, or an investor review.
Typical turnaround
Five working days from receipt of the statements, in most cases. If a faster turnaround is needed, mention it when you get in touch and we will confirm whether it is possible.
What we need from you
The statements in their current form — draft or final — along with a brief note on their intended use and any specific concerns you already have. We work from what you send.
Our commitment
Honest observations, shared with care.
We commit to reading the statements carefully and sharing every observation that we believe is relevant. We do not skip over something because it might be uncomfortable to raise — if it matters for the reader, we include it.
If you feel our written observations have missed something you specifically asked us to focus on, or have not addressed a concern you raised at the outset, tell us and we will revisit it without additional charge. The review is only complete when it has addressed what you needed from it.
You are welcome to get in touch before committing to discuss your specific situation. There is no obligation, and we will be clear about whether a review is likely to be useful in your case.
Getting started
A contained engagement with a clear output.
1
Send us a brief note
Use the contact form to describe the statements briefly — what period they cover, who prepared them, and what they will be used for. You do not need to send the statements yet at this stage.
2
We confirm and you share
We confirm the scope and fee, and you share the statements. We acknowledge receipt and confirm the expected delivery date for the written observations.
3
Observations delivered
You receive a written summary of what we found, with each point explained clearly. We are then available for any follow-up questions that arise from reading it.
Statement Review & Tidy-Up
Ready to have your statements reviewed carefully?
Fixed fee of USD 420. Tell us about your statements and we will confirm scope and timing.
No obligation to ask a question first.
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Management Accounts Preparation
Regular interim statements prepared from your books each month or quarter — so you have a current picture of the business between year-ends.
USD 360 / month
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