Better conversations. Stronger reporting.

Use readiness as a conversation starter

Invite a client to reflect on its narrative reporting before your planning meeting. The readiness assessment can help highlight where a report is unclear, where evidence is thin, and which questions need a wider discussion.

Its scope is impact, sustainability and narrative readiness. It does not test the accounts, determine compliance, or provide audit evidence or assurance.

A practical client agenda

• Confirm the accounting period, legal requirements and applicable SORP tier.
• Identify agreements and transactions affected by changes to revenue recognition and lease accounting.
• Review the connection between the trustees’ annual report and the financial statements.
• Discuss the evidence behind statements about achievements and outcomes.
• Agree an action plan with management and trustees, including specialist advice where needed.

Professional judgement stays central

AI-supported suggestions are prompts for review, not conclusions. Verify interpretations against the official standard and the facts of your client’s circumstances. Do not submit confidential client or beneficiary information to a tool without checking its terms and your own responsibilities.