Offering practical guidance and assistance for firms with their due diligence, the service is available to both Appointed Representative and Directly Authorised members.
Members can benefit from the expertise of a qualified accountant who will provide a comprehensive financial review with the option of regular quarterly updates. The new service will offer firms a complete financial health check and can be tailored to cover their specific requirements. Members will receive an in-depth analysis of their current business model, an accounts overview, easy-to-use schedules to enable future in-house analysis and a detailed recommendations report. Additional quarterly updates can be arranged to highlight key areas for ongoing focus and support in resolving related queries.
Sally Laker, Managing Director, Mortgage Intelligence comments: “The onslaught of the credit crunch has left businesses paying even closer attention to their bottom lines. At a time when generating, diversifying and maximising business is high priority, it is understandable that firms may overlook conducting regular in-depth financial reviews. We’re delighted to now offer this practical service to ensure our members have access to expert cash management and forecasting advice when they need it. We’re continually growing the additional support services we offer our members to reflect their needs given the current climate and to ensure they can concentate on core business.”
