FixThatNow
Accountancy-based business advice — Accounting and financial-reporting services — Professionals
Accountants should narrow the business question and evidence before proposing advisory work. Explain assumptions, limits and any specialist referral, and distinguish practical management support from audit assurance, investment suitability or legal structuring advice.
Service scope
Professional discussion of a business question using accounting information, such as reporting needs, cash-flow visibility or financial organisation. The broad entry does not automatically include regulated investment advice, legal restructuring, a valuation or a guarantee of commercial success.
What is normally included
- Clarification of a financial-management question
- Review of relevant accounting information
- Options and reporting recommendations within the agreed scope
What is not included
- Guaranteed profit improvement
- Personal investment recommendations outside authority
- Unspecified legal or corporate-finance advice
Qualification checks
- Clarify the decision question
- Confirm advisory competence
- Identify available evidence
- Define output and assumptions
- Check conflicts and specialist boundaries
Quote guidance
Price the consultation, analysis and agreed written output, with implementation support separate. State what records the customer must provide and do not attach fees to an unsupported promise of improved profit, financing or tax outcomes.
Lead risks
- The brief may be too broad for a useful fixed price
- Data preparation may be required first
- The decision may depend on non-financial factors outside the engagement
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