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Never missing a deadline

A missed deadline or registration lands you with a fine.

Every registration, renewal, check and certificate goes on one list with a date, a person responsible and the evidence needed. Reminders go out well before each date, and you get a one-page status each month.

What Changes

The journey for never missing a deadline in a business that sells to other businesses. Today: 2 steps you do and 2 times it waits. With the fix: 1 step you do and 0 times it waits.

Businesses: client money checks, engagement letters.

Today

  1. Waiting: The deadline lives in someone’s head or calendar.
  2. Waiting: They’re busy and it slips.
  3. You: The penalty letter arrives.
  4. You: A scramble to catch up.
Steps You Do
2
Times It Waits
2

With the Fix

  1. Runs on its own: On one list with a date and a person responsible.
  2. Runs on its own: Reminder well ahead.
  3. Runs on its own: Escalates if nothing happens.
  4. You: Task done, evidence filed.
  5. Runs on its own: A one-page status each month.
Steps You Do
1
Times It Waits
0
  1. One list of everything the business must do on time, built with you from the rules for your industry.
  2. Each item has a due date, a person responsible and the evidence needed.
  3. Reminders go out well ahead and escalate if nothing happens.
  4. Evidence is stored when the task is done.
  5. You get a one-page status each month.

WHO YOU SELL TO

Illustrative example. Today: Client money reconciliation: last done “[date]?” [n] clients still on old engagement letters. After the fix: “Client money reconciliation due [date], [Name]. Last done [date], evidence filed.” “Engagement letters: [n] updated, [n] awaiting signature.”.

Illustrative. Your business carries your own details.

What It Costs You

ICAEW monitoring found 29 practices not reconciling client money at least every five weeks and 56 with no annual client money compliance review.

Source: ICAEW Practice Assurance monitoring 2025

What You Do

Confirm the list with your adviser or your regulator’s guidance. We don’t give legal or regulatory advice.

What It Runs On

Your email and calendar, and shared storage for evidence.

Agreed Before We Start

Obligations overdue and penalties, before and after.

What We Agree Before We Start

MeasureBeforeAfter
Obligations overdue
Penalties

We fill this in with you during the diagnostic, from your own records.

Questions Owners Ask

Is this legal or regulatory advice?
No. We build the list with you from the rules for your industry, and you confirm it with your adviser or your regulator’s guidance.
What happens if a reminder is ignored?
It escalates to the next person on the list until the task is done.
Where does the evidence go?
Into shared storage you already use, filed against the task when it’s done.

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