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Intent to results

Tell us what you intend. We deliver the result.

Clients rarely come to us wanting “accounting” or “compliance”. They come wanting something done: an account opened, an audit closed, a family prepared. Start from what you intend. Here is what you receive, and how.

01 · I want to

Open or keep a bank account

A bank asks for ownership, screening, source of funds and recent accounts, and asks again at every periodic review.

The result

A bank-ready onboarding pack, and every KYC refresh answered from the file.

What you receive
  • Ownership chart and beneficial-owner evidence
  • Screening record for the people involved
  • Source-of-funds file and the latest accounts
  • The same pack kept current for the next review
In the app

Anything missing arrives as one precise request; the finished pack is in Documents.

02 · I want to

Get through the audit without the chase

The audit starts with a list of what is missing, and weeks go on collecting it.

The result

A complete, evidenced file for your independent auditor on day one.

What you receive
  • Accounts prepared for audit
  • Agreements and evidence filed against each balance
  • Your auditor's own access in Chrysos Professional
  • Signed financial statements delivered to the app
In the app

Requests carry their due dates; the signed statements land in Documents.

03 · I want to

Never miss a statutory date

Annual returns, tax returns, registers and renewals, each with its own date, in each jurisdiction.

The result

Every date tracked to completion, in every home jurisdiction.

What you receive
  • One compliance calendar for every company
  • The information each filing needs, prepared in time
  • Each date shown as met when it is done
In the app

Home always shows the next date and what is waiting on you.

04 · I want to

Know what I own

Accounts at several banks and custodians, in several currencies, and no single view of the whole.

The result

One consolidated record of banks, custodians, holdings, property and digital assets.

What you receive
  • Positions reconciled across every institution
  • Currency effects and realised gains
  • A monthly Dossier Report with charts
In the app

The Dossier Report arrives in Documents each month.

05 · I want to

Show where the wealth came from

Banks, auditors and counterparties ask how the wealth was built, and the evidence is scattered across years.

The result

A documented source-of-wealth history, evidenced event by event.

What you receive
  • A narrative of each wealth event
  • The evidence behind every event
  • Kept current as the structure changes
In the app

The history sits in Documents, ready to share with whoever asks.

06 · I want to

Change auditor, adviser or provider

A change of professional usually means paying someone to rediscover your own company.

The result

The history moves with you, structured and complete.

What you receive
  • An orderly export and handover
  • A new professional who starts from the record
  • No loss of records when the package changes
In the app

Access is withdrawn from the old professional and granted to the new one.

07 · I want to

Prepare for the people who come after me

Heirs and successors inherit companies, but not the context that explains them.

The result

A record your successors can understand and act on.

What you receive
  • Ownership history and the agreements behind it
  • The provenance of each holding
  • The record of decisions taken
In the app

Authorised people are added or removed whenever authority changes.

08 · I want to

Solve a problem nobody owns

The auditor must stay independent, the adviser keeps to scope, the director carries exposure. The question falls between them.

The result

A named owner, the options set out, and a recorded outcome.

What you receive
  • The parties and the open question mapped
  • The options, prepared for the people who decide
  • Coordination with the professionals who sign
In the app

The matter has its own conversation, and its outcome stays in the dossier.

09 · I want to

Catch up on the years behind

Earlier years were never finished, and every new year rests on them.

The result

Earlier years brought up to date and evidenced, so the dossier starts complete.

What you receive
  • Each missing year prepared and evidenced
  • Coordination with the auditor and the filings
  • A clean starting point for the package
In the app

Each year's requests and results appear as they are completed.

10 · I want to

Hold digital assets properly

Exchange and wallet activity rarely reconciles to the accounts, and exchanges now report to tax authorities.

The result

Digital assets in the accounts, with cost basis and a reconciliation to what exchanges report.

What you receive
  • Exchange and wallet activity reconciled into the accounts
  • Cost basis for every disposal
  • A reconciliation to the reports exchanges file under DAC8 and CARF
In the app

The reconciliation and its evidence are delivered to Documents.

Something else?

Tell us what you intend.

If your intent is not on this page, describe it. We will tell you honestly what result we can deliver, who signs what, and which package or mandate fits.

Book a private reviewSee the packages