We combine a cold file review with a more detailed face to face debrief to a wider audience offering immediate feedback and advice.
The key features of this review include:
- one day visit to your offices
- two cold file reviews
- verbal analysis and feedback to identify weaknesses and advise on the opportunities for development and improvement
- open question and answer session on individual files, general procedures or technical matters.
The main objective is to provide you with an informal atmosphere to promote an open discussion on matters relevant to your firm.
You will also receive a comprehensive written report of our findings and recommendations.
We can also provide this service for multiple days and to include more files.
Manual Details
Terms & Conditions
- Price available on application.
- CPD Mercia Members receive a 10% discount.
- Prices quoted are subject to VAT and expenses.
Technical Queries
Got questions or queries that need expert advice?
Our technical query helpline can provide you with expert advice on a wide range of areas, from audit / accountancy-related matters to anti-money laundering and tax.