In the current regulatory climate, an annual Accountant’s Report is often a snapshot that arrives too late to prevent a crisis. Our SRA Accounts Rules Health Check is designed to provide proactive, forensic-level oversight, led exclusively by two former SRA Forensic Investigators. We don’t just tick boxes; we apply the same “deep-dive” methodology used during formal SRA inspections to identify systemic risks.

Our comprehensive testing programme scrutinises every facet of your financial governance. We perform rigorous three-way reconciliations, examining in detail each of the constituent elements to ensure there are no unidentified issues lurking.

We look at high risk areas like suspense ledgers, inter-ledger transfers, and transfers between office and client accounts. We’ll look at your systems and controls and ensure your firm is spotting weaknesses to prevent breaches. By the end of our review, your Breaches Register will be a robust document of record, and your management team will have the clarity needed to action any report qualifications before they escalate.

Don’t wait for a notification from the SRA to find out if your systems are failing. Leverage the expertise of investigators who have seen exactly where firms go wrong and ensure your firm remains a benchmark for financial integrity.