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Home / File Reviews and Consultancy Services

We can help with

  • Audit Whole-Firm Reviews
  • Audit Cold-File Reviews
  • Audit Hot-File Reviews
  • Limited-Scope Reviews (for example, just focusing on planning or disclosure)
  • Practice Assurance / Procedures Reviews
  • Anti-Money-Laundering Compliance Reviews
  • DPB (Designated Professional Body) Investment Business Compliance Reviews
  • Probate Compliance Reviews (including Probate Assignment Reviews)
  • General Compliance Reviews (incorporating two or more of the above)
  • Post-review targeted follow-up training, tailored to your firm and team

Get an External File Review

Accountancy practitioners and tax professionals have complex compliance and file review requirements. 20:20 Innovation have a team of technical experts who can support you, offering you a valuable external opinion, while also freeing up significant time in your practice.

20:20 Innovation are far more readily available than other firms so to guarantee your file review is done on time, contact us today. This is a UK-only service.

Support From an Expert Technical Team

The 20:20 Innovation technical team who conduct file reviews and consultancy have numerous years of experience between them working across multiple sectors with a hugely diverse client portfolio.

Purchase any type of file review or consultancy package in the knowledge that your practice is getting exceptional experience and quality.

View our full Supplier Quality Statement.

Technical Team

Sharon Cooke

Technical Director

David Norris

Technical Director

Billie Mcloughlin

Practice Consultant

Phil Brabin

Practice Consultant

Danni Trelfa

Consultancy Manager

Emma Gilbert-Smith

Practice Consultant

Kevin Salter

Practice Consultant

Martyn Ingles

Tax Writer

Steve Bicknell

Property Consultant

Why should accountants have external file reviews?

This article looks at the various types of file reviews 20:20 Innovation can offer and how they benefit accountants and auditors like you.

Get more time to work with your clients

Always focused on practical advice, 20:20 Innovation offers much more than a tick-box approach to reviews. We liaise with you to scope the review to maximise effectiveness for your firm and keep in touch with you before and after your consultancy date(s).

With our exclusive 20:20 Innovation consultancy checklists and report templates, you can be sure that the consultancy will be expertly targeted; taking into account the nature of work done by your firm, regulatory requirements and common findings, including those reported by the accountancy section professional bodies.

Each consultancy is wrapped up with a closing debrief discussion and followed up with a written report, highlighting recommendations and next steps.

We will get you started with any root cause analysis on the points arising and make training recommendations – using the 20:20 Innovation webinar programme or otherwise – where relevant.

What types of review can 20:20 Innovation help with?

20:20 Innovation can provide any of the following:

  • Audit Whole-Firm Reviews
  • Audit Cold-File Reviews
  • Audit Hot-File Reviews
  • Limited-Scope Reviews (for example, just focusing on planning or disclosure)
  • Practice Assurance / Procedures Reviews
  • Anti-Money-Laundering Compliance Reviews
  • DPB (Designated Professional Body) Investment Business Compliance Reviews
  • General Compliance Reviews (incorporating two or more of the above)
  • Post-review targeted follow-up training, tailored to your firm and team

File Review & Consultancy Pricing

We offer electronic, postal and onsite reviews so you can choose the best approach for your firm and team.

Our prices are based on consultant time, which is usually calculated by the day. Half-days can however be provided for straight-forward single audit file reviews or other small projects.

Please talk to us about compliance work (practice assurance, clients’ money, anti-money-laundering etc.) and we can agree a reasonable amount of time to allocate, based on your activities and needs.

Full Day Pricing

Price per day, not including VAT

Discount AppliedElectronic File ReviewsPostal File Reviews*Onsite File Reviews**
Non-Members-

£1,620

£1,620£1,730
Premier Plus Members10%£1,458£1,458£1,557
Platinum Members20%£1,296£1,296£1,384


Half Day Pricing

Price per half-day, not including VAT

Discount AppliedElectronic File ReviewsPostal File Reviews*Onsite File Reviews**
Non-Members-£810£810£1,130
Premier Plus Members10%£729£729£1,017
Platinum Members20%£648£648£904


Consultancy Hours

Discount AppliedElectronic File ReviewsPostal File Reviews*
Non Members-£300£300
Premier Plus Members10%£270£270
Platinum Members20%£240£240

Terms and Conditions

The above prices reflect our normal rates for consultancy undertaken in 2024, but we reserve the right to adjust the
rate for unusual or high-risk circumstances.

* Postage and insurance expenses will be added to the price for postal file reviews.
** Travel expenses incurred by our consultants will be added to the price for onsite file reviews
Whether postal or travel expenses, these will be reasonable and quoted in advance of the work being undertaken.

You can read our full terms and conditions here.

Find out more about File Reviews & Consultancy

If you want to discuss our file review and consultancy services in more detail, please fill in the form below or contact us at consultancy@2020innovation.com. You can also call our office on 0121 314 2020. Our friendly and knowledgeable team will be happy to help.

If you are not currently a 20:20 Innovation member and want to find out more about the offering and the discounts shown above, please view our membership options.