Every income and expenditure item is categorised as part of your Bill
Review service. This gives you powerful insight into where your cash is
being spent. Each month you will get a one-page, easy-to-understand
snapshot of your profit and loss position.
If you’re someone who wants to understand the finer points, you’ll
also have access to detailed expenditure reports to help you see where
your money is being spent.
If you’re using our ,
we will update your personal balance sheet each month. This summarises
your assets and liabilities, and will give you a regular snapshot of
your net worth position.
Annual expenditure reports will provide robust data to feed into your
wealth creation plan, and show you where your surplus cashflow is
going.You’ll also get a tax report detailing items that might need to be
included in your annual tax return.
This will save you or your accountant countless hours of detective work!