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UBT Accountants

WHERE DO I START?

The State of Play is the first step to inviting UBTA with you on your journey to financial prosperity, or to manage and continue your existing success.  

Get ready

Why State of Play?

The purpose is to fast-track the depth of relationship between UBTA and your business for an accurate assessment of long-term compatibility, and alignment of objectives moving forward, designed to facilitate a seamless transfer from your previous accountant to us. 
  • Review the current situation of your business including a Financial Health Check to ascertain the health of your figures.
  • Look at what is planned for the future of the business and ask; Are we well prepared? Discuss possible improvements and opportunities.
  • The State of Play also allows an obligation-free assessment of compatibility for both parties for an ongoing working relationships.

Business Issues covered in the state of play review

Financial Health & Reporting

  • Review of Financial Reports and other business information
  • Does the financial reporting meet the needs of the business?
  • Financial Health Check to assess current state

Business Plans and Outlook

  • Where are your aspirations?
  • How well are we prepared for the future?
  • Opportunity to raise any other questions or issues.

Tax Structuring Review

  • Is the current structure efficient?
  • Could there be any improvements?

Follow-up care

  • Detailed written report of findings and reccomendations
  • Follow-up conference call

What's included

  • Review of your financial reports and other business information
  • Analysis Report
  • Site visit to your premises (travel permitting)
  • Detailed written report of findings and recommendations
  • Follow-up conferencing call
Enquire Now >
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We felt we got great value from the session and it's helping us 
to be much smarter financially as business owners
Bill Stanley, Eightspace LLP
I have to say I was very impressed with the work UBTA put into getting a thorough understanding of our situation. I don't have a shadow of doubt that our investment in the 'state of play financial review' was the right thing for us at this critical time - thank you!
Dean Bowie, GreenBlue Urban
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