Insights

Short pieces on the parts of financial work that are usually left unexplained. Each is general in nature and written to be useful before an engagement exists.

N°1 · GuidanceReading your own accounts without an accountant in the roomA short guide to the four questions a set of financial statements can answer directly, and the ones it cannot.
N°2 · Practice noteThe records worth keeping, and the reason they matter laterRecord-keeping is usually framed as a compliance chore. Its real value appears years later, when a position has to be explained to someone who was not there.
N°3 · GuidanceBefore you change accountant: what to establish firstChanging adviser is straightforward mechanically and consequential practically. A few questions asked early prevent most of the difficulties.

Articles published here describe general principles that hold across jurisdictions. They do not state tax rates, thresholds or filing dates, which differ by jurisdiction and change frequently. Confirm those with a professional adviser for your circumstances.