Special-Purpose Reports
We prepare tailored financial reports based on their purpose and the party they will be submitted to, so that you, or the party concerned, receive clear information on which to base decisions.
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What is this service?
Annual financial statements alone are not enough in every case. Sometimes a bank, partner or management team asks for a report that answers a specific question: profitability, cash flows, or the performance of a particular activity. We first agree with you on the purpose and the recipient, then on the scope and format of the report.
Who is it for?
- Businesses applying for financing or bidding for a tender
- Investors and partners before entering a partnership
- Management teams that need accurate figures to make a decision
Scope of work
- Reports for financing bodies and banks
- Financial analysis to support decisions
- Performance and profitability reports
- Reports for partnership or investment purposes
What you receive
- A written report covering the agreed scope
- A summary of the key findings
- Supporting schedules where needed
What we need from you to start
- The purpose of the report and the party it will be submitted to
- Any template or requirements set by that party
- Financial data for the period concerned
How we work with you
- 1Enquiry
- 2Initial review
- 3Written proposal
- 4Execution
- 5Delivery and explanation
Frequently asked questions
Can the report be tailored to the requirements of a specific party?
Yes. We set the scope and format of the report according to its purpose and the party it will be submitted to.
What do I need to prepare?
We give you a list of the required documents once the type and purpose of the report are defined.
Can a special-purpose report replace the annual financial statements?
It depends on what the receiving party requires. Some parties ask for the annual statements in addition to a special-purpose report, so we review their requirements with you before we start.
Related reading
Ready to start?
Send the details of your request, and we will get back to you with specific questions or a written proposal.