Finding it is the start.
Getting it done matters.

Sometimes a finding needs an accountant, an assessor or a supplier. Una helps make the handover useful: the question, the records and the work the business wants done.

Discuss the work you need

A brief someone can act on.

01

Define the job

Start with the business’s question.

What needs to change, what evidence is available and when does it matter? Agree that before choosing a solution.

02

Find the right support

Use expertise where it is needed.

Discuss the scope with a suitable provider or your existing adviser. A useful finding should make that conversation shorter.

03

Approve the work

Keep the decision with the business.

Review the proposal, fees, timescale and responsibilities. A recommendation is not an instruction to spend.

Different jobs.
The same need for clear records.

Money owed

Get the details together.

  • Contract and completion records
  • Invoice terms and payment dates
  • A clear brief for the follow-up

Claims and applications

Know what is still missing.

  • Published eligibility criteria
  • Evidence the application asks for
  • Questions for the scheme or adviser

Running costs

Compare before committing.

  • Contract terms and renewal dates
  • Supplier proposals and total cost
  • Practical changes to premises or equipment

Obligations

Leave time to get it done.

  • Certificate and policy requirements
  • Documents for the next renewal
  • Who needs to review or sign off

Choose the work.
Then choose the support.

Before a handover, these are the questions worth answering. Availability and scope are agreed with the team.

  1. 01

    What will change?

    Name the result the business wants. A document, a decision or a completed piece of work is clearer than a promise of transformation.

  2. 02

    What does the record support?

    Keep the source, date and missing information with the brief. Do not turn an assumption into an instruction.

  3. 03

    Who is qualified to help?

    Check the experience, credentials and permissions the work calls for. Regulated advice stays with the appropriate professional.

  4. 04

    What will it cost?

    Understand fees, commitments, cancellation terms and any money the business needs to put in.

  5. 05

    Who approves it?

    The business chooses its provider and authorises the work. Nothing is commissioned by reading a finding.

Do work small businesses need?

Tell us what you deliver, who it helps and what you need to do it well. We would like to hear from you.

Talk about working together

See what you might be missing.
Start with a name.

Find your company and open its profile in Una. No bank connection needed to start.

Find my business