Business Services

THE BENEFIT OF A BUSINESS HEALTH CHECK (AUDIT)

Firstly, let's not call it an audit.

It's a negatively perceived concept so let's call it what it is, a health check for you to understand where you are excellent and how to improve areas where you might not be.

It's all in the name, it will help your staff get on board when they understand that the purpose is to improve, not to be negatively criticised.

Having brilliant staff is fantastic for your business but it only takes a few lapses in concentration and you could find your self with many issues that can have serious consequences.

Some of the things we review for you are:

Client money compliance
Terms of Business and file checks
Anti-Money Laundering (AML)
Data Protection or GDPR

Speak to use about what benefit this can bring to the business and your profitability.

More than ever regulated businesses are being monitored by the many regulatory bodies that you must comply with. Be sure that you are not caught out.

REGULATION, REGULATION, REGULATION

We review your current AML approach, highlight what’s working well, and identify the areas that need tightening.

From client due diligence and risk assessments to record‑keeping and reporting, we help you put practical, proportionate systems in place that meet regulatory expectations without creating unnecessary burden for your team.

This isn’t about box‑ticking. It’s about giving you confidence that your business is operating safely, professionally, and in line with the standards regulators expect.

We work alongside you and your staff, offering guidance, training, and ongoing support so AML becomes part of everyday good practice rather than a source of stress.

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AML doesn’t need to be complicated or overwhelming.

What businesses need is clarity, structure, and the reassurance that their processes genuinely protect them. That’s where we step in.

ACCOUNTING SUPPORT FOR CLIENT ACCOUNTS

Client Account Service Provider (CASP) services give property businesses a smarter, safer way to manage client money.

We handle reconciliations, payments, and compliance with precision — all under the strict regulatory standards set by Propertymark. It’s a modern, low‑stress solution that frees you to focus on growth while we keep your client funds protected and audit‑ready.

If you want cleaner operations and stronger compliance without the hassle, partnering with a regulated CASP is the upgrade your business deserves.

HOW COULD YOU RUN YOUR BUSINESS MORE SIMPLY?

A letting agency could be much more successful (and more profitable) with the right support.

You can relieve the issues relating to regulation which can be a real minefield with today's pressures and changes by consulting with us.

That is where the business health check comes in and where we can provide a service that is 100% about your business and not a programme to follow with check boxes. Of course, that is important and we have check boxes too but it's only meaningful when the outcome is tailored to your business.

Having done all the hard work, how do you measure your continued progress?

That's where we come in, to provide ongoing support with a designated contact so that you have continuity and don't need to explain your business situation to a new person each time there is a question.

So, the question to ask yourself is only