The accounts, signed and filed.

Annual accounts, audit reports and the agreements behind the company's banking and borrowing.

FIN 07 / 08

What it holds

Financial

An open drawer of a filing cabinet, full of index cards with labelled tabs.
Every record in its place
  1. 01

    Annual accounts

    The approved accounts for each year.

  2. 02

    Audit and review reports

    What the auditor or reviewer concluded.

  3. 03

    Loan and facility agreements

    What has been borrowed, and on what terms.

  4. 04

    Bank mandates

    Who the bank has been told may act.

Why it matters

Lenders and buyers want several years of signed accounts. Kept in order, they are sent the same day they are asked for.

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Open your book.

Tell us about your company and what you need to keep in order. We reply by email.

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