What does an engagement cover?
A written scope lists exactly what is prepared, by when and at what fee.
Contracts read before
Planning and business records kept in order.
Carol Ventures UK in Nottingham: business planning, record keeping and contract administration for owners who would rather not do it themselves.
Contracts read before
About the practice, day to day
Carol Ventures UK works from Standhill Road in Carlton, keeping business plans, records and contracts in order for owners across the East Midlands. Engagements start with a written scope and a fee, records are reconciled monthly, and renewal dates are diarised so nothing lapses unnoticed. Decisions stay with the owner; the work here is making sure the paperwork supports them.
- Scope and fee agreed in writing
- Records received and reconciled
- Gaps flagged with the client
- Renewals logged with key dates
Contracts read before
What Carol Ventures UK does, in brief
Three jobs are asked for most: a plan written down, records kept straight, or contracts and renewals watched.
Business planning
Business planning covers structuring the plan, setting milestones, keeping the assumptions written down. Everything else is confirmed in writing first.
Records and reporting
Records and reporting covers reconciling records, flagging gaps, preparing a monthly summary. Everything else is confirmed in writing first.
Contract administration
Contract administration covers logging key dates, summarising terms, chasing paperwork. Everything else is confirmed in writing first.
Planning and advice
We talk through what you need, what is realistic and what it costs, so you can decide with the full picture in front of you.
Contracts read before
Recent work from Carol Ventures UK, in brief
Recent jobs and the detail behind them. Say what is untidy and what date keeps passing you by.
How it works
Carol Ventures UK, stage by stage, in brief
Four steps, and the scope is agreed before anything begins.
- 01
Discuss
The owner describes what is untidy and what needs watching.
- 02
Scope
A written scope and fee are agreed, listing what is prepared and when.
- 03
Work
Records are reconciled monthly and renewal dates are diarised.
- 04
Report
A short monthly summary sets out what changed and what needs a decision.
We would rather say no at the start than apologise at the end.
Before you ask
Questions before you start without the guesswork
Questions that come up before a first engagement.
Is this investment advice?
No. Planning work organises what the owner decides; regulated advice is out of scope.
How often are records updated?
Records are reconciled monthly so the position is never months out of date.
Do you sign anything off?
Statutory accounts and tax filings stay with the accountant who is qualified to sign them.
One named contact per
Bring the paperwork to someone who keeps it straight, in brief
Records are reconciled monthly and renewal dates are watched, so nothing lapses quietly.