Firms that hold client money
An accountant’s report the SRA will recognise.
For law firms
SRA accountant’s reports, through our registered partner firm.
We get the client account and residual balances in order. Our registered partner firm carries out and signs the report.
Accounts · Countplus file
SRA Audits
- Fee
- Quoted in writing
- The date
- Reporting date − 8–12 weeks
- Reply
- Same day before 4pm
In the package
- Client account in order
- Report preparation
- Report by our partner firm
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What an SRA accountant’s report actually is.
Solicitors do not get to treat the client account like a current account. Countplus is not a registered audit firm, so SRA accountant’s reports are carried out and signed by our registered partner firm. We get the reconciliations and residual balances in order first and prepare everything they need, so the report is not a last-minute scramble.
Quoted first
Quote
Confirmed in writing before we start. Cancel anytime.
Reporting date − 8–12 weeks
In the number
- Client account in order
- Report preparation
- Report by our partner firm
- Year-round availability
Quoted separately
- The scope, once we have seen the file
- Any catch-up sitting behind the last filed set
- Work that happens once, not every year
What is in the package.
Everything below is included in the quoted fee. Nothing here is billed twice.
4 lines, all included
- Client account in order
- Reconciliations and residual balances reviewed well before the reporting date.
- Report preparation
- The records and information the reporting accountant needs, gathered once.
- Report by our partner firm
- Carried out and signed by our registered partner firm, to the SRA’s current format.
- Year-round availability
- Rule questions in March, not only in the fortnight before the deadline.
You probably need this if
Signs you need an SRA accountant’s report
- The reporting date is inside twelve weeks
- Residual balances have not been reviewed this year
- Last year’s report arrived with findings you did not expect
- You want one team for the practice accounts and the SRA work
The desk
Accounts
Reply
Same day before 4pm
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We write the letter
SRA Audits
Who it is usually for
COFAs
Findings early enough to fix, not as a surprise in the report.
North West practices
Someone who already knows the Accounts Rules.
Three steps, start to finish.
No onboarding theatre. We scope it in writing, put a named accountant on it, and tell you the date it lands.
- 01
Scoping call
Offices, systems, last report and any SRA correspondence.
- 02
Preparation
We review reconciliations and residual balances and prepare the file.
- 03
Report
Our partner firm carries out the work and signs the report. Findings come to you first.
In plain English
SRA Audits, written properly
Client account is not a current account
The SRA Accounts Rules exist because other people’s money is in the building. An accountant’s report tests reconciliations, residual balances and the sample the current criteria require. Countplus is not a registered audit firm, so the report is carried out and signed by our registered partner firm. We get the client account in order first and prepare the file, so the COFA can act before the SRA reads anything.
Book us before the fortnight
Eight to twelve weeks is comfortable. Later is possible; it is just less calm. Year-round questions are part of the engagement. Rule problems in March are cheaper than rule problems in the week of the deadline.
SRA Audits FAQs
Not every firm, every year. It depends on client money and the current SRA criteria. If you hold client money, assume you need a conversation, not a guess.
Yes. Many firms want one team for the practice accounts and tax, with the SRA report carried out and signed by our registered partner firm. Independence rules apply to the report itself.
Eight to twelve weeks before the reporting date is comfortable. Later is possible; it is just less calm.
Both offices
One number. Whichever desk you land on.
01925 670289- Warrington
- Ragan House, 674 Knutsford Road, WA4 1JHMap
info@countplus.co.uk
Monday–Friday, 9:00–17:00. Same-day response before 4pm.
Write to a human
Accounts, tax or consultancy. Pick a topic.
Countplus Accounting, since 2019
Ready to get the client account in order before the report?
Get a monthly number in a minute, or book a call. We reply the same day before 4pm.
Get a quote, or call the desk on 01925 670289, Monday to Friday, 9 to 5. Write before 4pm and a named person answers the same day.