Complimentary Client Review
Take time to look at where your business is going next
Your annual accounts give you an important picture of what has already happened. Your Complimentary Client Review gives you dedicated time to use that information as part of a conversation about what comes next.
Business clients on our Annual Accounts Package receive a complimentary annual review with their ilumin accountant.
Together, we’ll look beyond the numbers to discuss your business and personal goals, what’s happening in the business and the opportunities, challenges or priorities that may need your attention.
The aim is to make sure we understand where you want to go and that you’re getting the right support to help you get there.
Your business goals
We’ll talk about what you want your business to achieve and where you’d like it to go next.
Together, we can identify the priorities and actions that could help you move towards those goals.
Business performance
Your annual results give us a useful starting point for looking at how the business is performing.
We can discuss areas such as profitability, cashflow and financial performance and identify anything that may need further attention.
Your next actions
We’ll agree on practical actions coming out of the conversation and provide you with a record of your goals and agreed next steps.
Opportunities and challenges
The review gives you space to raise the issues that are on your mind.
That could include growth, efficiency, business structure, asset protection, succession or another opportunity or challenge you want to work through.
Further support
Your review also gives us an opportunity to make sure the support you’re receiving from ilumin continues to meet your needs.
If we identify an area where additional advice could help, we’ll explain what we recommend and why. Where further work is appropriate, we’ll provide a proposal and upfront pricing before it begins.
Who is a complimentary client review for?
The complimentary client review is included for business clients on our annual accounts package and is particularly valuable if you want to use your annual results to look forward rather than simply looking back.
It gives you an opportunity to:
Review your business and personal goals and make sure they’re still relevant.
Understand how your business is performing and what the numbers may be telling you.
Discuss an opportunity or challenge you’re currently facing.
Think about what comes next if your business or circumstances are changing.
Identify priorities and practical actions for the period ahead.
Make sure you’re getting the right support from your ilumin team.
What you will walk away with
Your client review is designed to turn the conversation into clear next steps.
You’ll come away with:
Greater clarity about your goals
Both for the business and personally.
A better understanding of your business
Including the issues, opportunities and challenges that may need attention.
Clearer priorities
Helping you focus on what matters most.
Practical actions
Documenting what has been agreed and what needs to happen next.
A clearer view of the support available
Including any additional areas where ilumin may be able to help.
When to have your client review
We generally set aside time for your Complimentary Client Review after your financial statements have been completed.
That gives us the opportunity to use your annual results as part of a broader conversation about your goals, performance and priorities.
But you don’t need to wait for your annual review if something changes or you need support sooner. You can talk to us at any point during the year.
How does a client review work?
You’ll meet with a senior member of the ilumin team for up to 60 minutes.
We’ll review your current situation, talk through your business and lifestyle goals and discuss any opportunities, challenges or issues you want to address.
Afterwards, we’ll provide you with a copy of the meeting notes documenting your goals and agreed actions.
If the review identifies an area where further support could be useful, we’ll discuss that with you and, where appropriate, provide a proposal with clear pricing for any additional work.
Who receives a complimentary client review?
The review is included for ilumin business clients on our annual accounts package.
Is the review just about my annual accounts?
No. Your annual financial results provide useful context, but the conversation is about the bigger picture: your goals, priorities, challenges and what comes next.
How long does the review take?
You’ll meet with a senior member of our team for up to 60 minutes.
Do I have to wait until my annual accounts are finished?
No. While we generally schedule your review after your financial statements are completed, you can contact us at any time if something comes up that you want to discuss.
Look ahead with greater clarity
Your Complimentary Client Review gives you the opportunity to step back, reflect on where your business is now and get clear on the priorities and actions that will help you move forward.