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Clarity

Brisan Accountancy

Clarity • 

These are outlined below to demonstrate how they can bring value to your business

We believe that every business owner deserves to have access to the very best information about their business on a monthly basis.

With Clarity, we will report on the standard ratios like gross and net profit margins, direct costs and overheads variances that you would expect from your accountant, but more than this, we will provide period on period analysis, cashflow, waterfalls, breakeven and trend analysis with key driver performance in the business from an accounting perspective.

If there are any non-financial drivers, like sales conversation, pipeline numbers, social media activity and internal measures that you track as business.we can add these into the report giving you one place for all your key information each month.

Every month, your business will also know what Corporation Tax, VAT and Personal Taxes are accruing so you always know where you stand. This will allow planning much easier and a surprise bill never hitting your desk.

If this sounds too busy for you, not to worry, our reports are high quality, concise and easy to understand, giving you as the business owner, the power to make the right decisions.

If you are considering joining us and would like a free monthly report to ‘test the water’, please reach out and we would be more than happy to help.

Clarity

Standard Service Map

Month 0

Plan what information we require on a monthly or quarterly basis with our client.

Provide client with expectations and agree dates for information being provided.

Set up on workflow systems

  • Excel|Glide
  • Xavier and Receipt Bank
  • Fathom – custom template
  • TaxCalc

Month 1

Discuss Fathom template report and bespoke to suit client needs.

Show client how to set up a budget in their accounting software and link this to Fathom for reporting.

Standard video to be sent over for client to set up.

Collect, process and sign off monthly/quarterly bookkeeping.

Months 2-9

Collect,process and sign off monthly/quarterly bookkeeping.

Collect, process and sign off monthly/quarterly bookkeeping.

Provide query sheet and work through answers with client.

Provide Clarity report. Commentary to be provided on any key numbers in the report for
client to review.

Note potential actions in our client notes.

Months 10-11

Collect, process and sign off monthly/quarterly bookkeeping.

Provide query sheet and work through answers with client.

Provide Clarity report.

Prepare and send quote for the following year for review with client.

Send pre-year / year-end tax planning email for client’s review.

Month 12

Collect, process and sign off monthly/quarterly bookkeeping.

Provide query sheet and work through answers with client.

Provide Clarity report.

Remind client to adjust their budget for the following period.

Agree start date for year year-end accounts for sign off within 3 months of year end.

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    Testimonial

    What our client's say

    "We have complete confidence in the professional service that Brisan provide, we would have no hesitation in recommending their services to others and hope to continue working with them for many years to come."

    Cool Dynamics

    "Very professional and friendly team always willing to help out and their personal approach makes them stand out from other accountants. They have the ability, capacity and skills to handle our deadlines and dealing with late adjustments in the process. We would have no hesitation in recommending Brisan Accountancy”

    GPS Projects

    "timely. We can pick up the phone to them whenever we need to discuss our business matters and are always willing to provide support. We would have no hesitation in recommending Brisan to friends, clients and colleagues."

    PDL