01
Separate fund movements from legal conclusions
Amounts received, accounting treatment and consistency with source data are specialist questions. A spreadsheet alone does not determine a legal violation or guilt. Identify the period, relevant entities or accounts and the disagreement. Debt, interest or loss calculations need explicit starting conditions. This allows examination of testable figures without turning the specialist into an advocate for a predetermined legal position or disguising a disputed assumption as an established fact in the result.
02
A summary spreadsheet may not be enough
Contracts, source documents, statements, ledgers and an explanation of the accounting system may be useful. Scope follows the question; the entire company archive is not automatically needed. Preserve source file versions and identify exported data. Disclose conflicting records or incomplete periods upfront. Do not send bank or account passwords through the public form. Lawful access and secure transfer arrangements are agreed separately with the selected provider before sensitive records are supplied.
03
Show the path from each record to the finding
Supported findings explain included and excluded data and how an amount was reached. Assumptions, missing information and conditions for any alternative calculation should be visible. Large numbers of figures do not replace traceable reasoning. The task may need financial expertise, accounting expertise or both. Fees depend on questions, period, record volume and quality; an exact price promised before reviewing the material would obscure important assumptions from the person commissioning the work.
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Start a conversation ↗Two more useful questions
Can another party’s calculation be reviewed?
Yes, with the calculation and sufficient source records. Review may identify errors or limitations but should not begin by assuming the figure is wrong.
Is online banking access required?
Do not share passwords. Many tasks use supplied records and exports; the specialist determines the necessary material and a secure process.