We have an initial discussion to understand you, your company, your goals and aspirations, and to establish what you are looking for.  This is done initially by telephone or Zoom.  Once we are satisfied that we are a good fit for each other, we issue an engagement letter covering our services, time commitment and fees.  All of our discussions in advance of this engagement letter are at our cost.

The old classic quotes of “you get what you pay for” and “if you think it is expensive to hire a professional, wait until you hire an amateur” spring to mind.  It depends what you are comparing our costs to, and whether you understand the value provided.  We provide high quality professional solutions based on many years of experience.  Roles and fees are bespoke to each client’s specific requirements:  we provide tailored solutions that improve profitability, cashflow and shareholder value for clients.  Perhaps think about the cost of not hiring us.

We do not provide statutory accounts, audit, bookkeeping, VAT, corporation tax or payroll services.  We work closely with your existing providers and can happily manage the relationship for you.  If you are looking for these services, we can introduce you to companies that we work with in these areas.

No, as our role is complementary to that provided by your accountant and in many situations we rely on the work done by your external accountant.  Our engagement letters provide clear details of our role and will highlight areas that we are not involved in.  Our roles generally involve looking forward whilst external accountants tend to look back and tell you what has happened.  Our many years of experience mean we are experts in dynamic and forward-looking roles.  If your accountant tells you that they can do what we can do, perhaps they can, but why have they not done so to date?

Even better, as it allows us to understand what the existing infrastructure does/provides, look at current and future requirements, and generally to streamline and configure systems, procedures, and roles and responsibilities to provide better, more effective and more timeous financial information.  We provide the Strategic Finance support which complements this.

We do, but we do not set-up such systems.  Our preference is for our clients to use online systems such as Xero, QuickBooks and Sage Business Cloud as it allows us to log-in remotely and access information as required.  It is much more user-friendly and efficient for the business owner too and if set-up and managed properly can provide real-time information – something that we prefer our clients to have.

We can as a tool for use in running the business and in making decisions.  These are usually integrated profit and loss account, balance sheet and monthly integrated projections, as well as rolling weekly cashflow forecasts.  We believe that this information is a must for all growing businesses looking to improve performance, value and cashflow – if you do not have it, we can provide it – every business needs it.  The key is not preparing the information: it is using it; comparing actual to forecast and understanding variances; and making changes to forecasts and strategy as appropriate.

This is usually a key part of our role and an area where we have many years of experience.  We work with all of the main UK banks and have existing relationships with many venture capital/private equity groups, angel syndicates, brokers, and high net worth investors and Family Offices.  We regularly raise finance for our clients from these sources.

We can provide both types of service, although our preference is for the majority of our work to be done remotely, by telephone, email and Zoom.  We do whatever is necessary to fulfil the role and provide excellent client service and results.

We have a reputation for providing excellent client service and responding quickly.  Our roles assume regular and ongoing contact and we can be contacted any time by telephone and email.