Why Do We Carry Out 9 Month Reviews With Our Clients?

At Abbeygate Accountancy, we like to do things a little bit differently.

We’re not your typical accountancy firm. We take great satisfaction out of helping our clients to get the most out of their business. We also change things up with our processes too, by offering our clients 9 month reviews, as opposed to the standard 12 month check in.

So why do we take this approach? Well, here’s 4 reasons.

Reason 1

Businesses need to plan ahead and not look backwards. By reviewing business performance and forecasting year end positions at month number 9, we can work with clients to put a plan in place to manage items like tax, asset purchase and chasing overdue invoices to maximise their performance.

Reason 2

What’s the point in discussing a year end position after the horse has bolted? If your accountant speaks to you after your year end, the results and actions of the discussion will be useless – as you won’t have the ability to adapt your year end position. We always maintain getting ahead of the year end position, in order to help our clients strengthen areas where changes need to be made and where focuses need to be drawn to.

Reason 3

With a 9 month review, you won’t get any nasty surprises. Nobody wants an email on the day their accounts are due telling them they have so much amount to pay in Corporation Tax. From 2021 onwards, all of our clients will have the opportunity to understand what’s coming way ahead of the due date, so they can prepare all necessary financial documentation well ahead of time.

Reason 4

It builds our relationship. As a relationship driven business, Abbeygate Accountancy seeks out opportunities to work with clients to achieve their goals. During the 9 month review, you will have the opportunity to discuss the future. Things like raising finance, how do I get a mortgage, handing the business over to future generations, buying vehicles and more, the team at Abbeygate Accountancy will ask you what’s on your pad and work through it with you. After all, you know your business best and we’re here to support you every step of the way.

Get started 9 month reviews that uncover opportunities within your business

Want to learn more about how your business could be operating more efficiently as well as planning for the future? Get in touch with the Abbeygate Accountancy team today!