Final account

A final account that closes

A final account is not a valuation of the finished building. It is a reconciliation from the contract sum, adjustment by adjustment, and every shortcut taken along the way surfaces here.

QScope Team · 6 December 2025 · 7 min read

The most useful thing to understand about a final account is that it starts from the contract sum, not from the works.

It is a reconciliation. Every pound of difference between what was agreed at the start and what is payable at the end must be attributable to an identified adjustment. If it cannot be attributed, the account does not close, and the gap will be argued over.

The structure

LineNotes
Contract sumAs executed, excluding VAT
Less contingenciesWhere included in the contract sum
Less provisional sumsEach one omitted individually
Add expenditure of provisional sumsValued work instructed against each sum
Add or omit variationsEach variation separately identified
Adjust prime cost sumsWhere applicable
Adjust approximate quantitiesRemeasured against actual
Add fluctuationsWhere the contract provides
Add loss and expenseAscertained amounts only
Adjust for any other contractual adjustmentEach with its clause reference
Adjusted contract sumThe gross final figure
Less liquidated damagesWhere properly levied
Less amounts previously certifiedSum of all certificates to date
Less retention still heldReleased separately on the certificate of making good
Final balanceWhat is actually payable now

Why netting destroys it

The single most damaging habit is combining adjustments to save lines.

A provisional sum of £15,000 expended at £18,400 recorded as a single "+£3,400" looks tidy and is unreconcilable. Six months later nobody can tell whether the sum was omitted, whether the expenditure was valued, or whether some of that work also appears as a variation.

Every adjustment has two sides. Show both. A final account with more lines is not less clear, it is more auditable, which is the only kind of clear that survives.

The five places money goes missing

1. Provisional sums omitted twice

The sum is omitted in the final account, and the work that replaced it was already picked up as a variation earlier in the job. The employer benefits twice from one omission and the contractor eventually notices.

2. Materials on site never extinguished

Materials certified in an early valuation, incorporated later, and never deducted when the measured work was certified. The account carries a duplicated value that shows up as an apparent overpayment.

3. Omission variations recorded as reductions in measured work

The total is right and the variation register does not agree the account. When the client asks why the register says £84,000 of variations and the account says £71,000, the answer takes a day to find.

4. Approximate quantities never remeasured

Approximate quantities are estimates by definition and require remeasurement. Left at bill quantities they carry an error of unknown size and direction into the account.

5. Advance payment recovered only partly

Where recovery was set at a percentage of each valuation and the job finished early or short, the recovery may not have completed. It has to be picked up explicitly.

The reconciliation test. Sum of all certificates issued, plus the final balance, plus retention still held, should equal the adjusted contract sum less any damages. If it does not, the difference is a real error, not a rounding issue, and it is easier to find now than after the account is submitted.

Working towards it during the job

The practices that produce a clean final account do the work continuously:

  • Each variation numbered, valued and closed as it is agreed, not held open
  • Each provisional sum tracked against its expenditure from the day it is instructed
  • Approximate quantities flagged at set-up and remeasured as the work is completed
  • Materials on site linked to the work that will extinguish them
  • A running anticipated final cost that is reconciled to the same structure as the eventual account

Done this way the final account is largely written by the time the job finishes. Done the other way it is a two-week reconstruction exercise carried out under pressure from a client who wants the job closed, which is when the errors above get made.

Presenting it

RICS Black Book guidance on final account procedures is worth reading on presentation. The essentials: a clear statement of the adjustments, supporting schedules for each category, and the ability to trace any figure back to its instruction and its valuation.

An account that can be traced is an account that gets agreed. One that has to be explained gets negotiated.

QScope does this part for you

QScope builds the final account from the same bill, variations and certificates you have been working with all year, so the reconciliation is a report rather than a rebuild.

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