The three most common options utilised are:-
Option 1 - Comprehensive recording of trading results
and provision of monthly reports.
Option 2 - Option 1 is enhanced by the addition
of a management report and commentary aimed at highlighting opportunities and risks
in an effort to improve overall financial performance of the enterprise.
Option 3 - For those who are recording their
own data, a quarterly, half yearly or annual review can
be undertaken. This gives the client
the opportunity to discuss options and look at ways of
improving the financial performance of the enterprise
with somebody who
is dealing with similar enterprises on a daily basis and
can give constructive feedback.
services are often complimented by the "management"
services and a discount is offered where both record keeping
and management services are utilised.