Client Account Compliance Reviews

SERVICES

Client Account Compliance Reviews

Compliance reviews can be as important as maintaining detailed and accurate client accounts. As chartered accountants we have the experience and resources to provide a bespoke service or ready made trusted approach.

We have the flexibility to work onsite or remote, depending on your requirements and situation. All our remote solutions are completed using secure data rooms.

Why do our compliance standards differ?

Bespoke or Crossley Compliance Standards?

Being specialists in this field for many, many years, we already had a hybrid solution ahead of the Lockdowns of 2020 and 2021, which ensures that our compliance standards offer value for money, peace of mind and reassurance.

Our compliance reviews can be beneficial when considering buying or selling an agency, in order to provide a qualified opinion on the client account reconciliation and processes.

CLAS Compliance Standard:

Our trusted method has been used over and over again to ensure client accounts are held to the highest standard possible.

Our solution includes:

Bespoke Compliance Standard:

We work with agencies from large multi-site national franchises, to small start up independent agents, and everything in between. So, we have the experience to tailor any compliance review to ensure that we provide you with the reassurance you need, whatever your purpose.

Looking for a client account solution?Speak to our qualified team today

Our solution means you gain all the knowledge, experience and expertise without needing to hire an in-house team.