Confidentiality & control
The questions clients ask before they ask about price.
You are handing over financial records to a firm you have not worked with before. These are the answers to the questions that should follow from that.
A confidentiality agreement first
We offer a mutual confidentiality agreement at first contact, before you send us anything, rather than waiting for you to ask for one. If your own form is preferred, we will sign yours.
How your data is handled
Encrypted devices, two factor authentication on every account, access limited to the people actually working on your file, and nothing stored on personal devices. Client data stays in business controlled cloud storage. Our written information security policy is available on request.
Reviewed before it is sent
Nothing goes out on one person's judgement. Every deliverable passes through a documented quality control and review process before it is issued.
Clear scope and clear price
Everything is set out in a written engagement letter with named deliverables, agreed timelines and a fee you approve before work starts.
You own the work
Every deliverable, file and working paper we produce on your engagement belongs to you. If you decide to take the work elsewhere, we hand over everything.