Advising on the personal financial situation of the accountants’ business owner clients.
All in Place
All in Place brings together key financial information about a client business and the business owners behind it, in order to create a detailed personal cashflow and financial health check. These scenarios can be based around any kind of client project from general liquidity, family requirements, planning for tax, and major life or business events such as an exit or retirement. All in Place provides the missing link between business and personal financial planning that an accountant can provide and provides a framework to keep them compliant under the requirements of the Designated Professional Bodies (DPB) license.
Technology companies guide to the Accreditation Process
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