Protect, Support, Prosper
Expert knowledge, tailored support, excellent serviceWhether you need help with the basics such as ensuring the accuracy of the bookkeeping in your business and the reliability of the financial reporting, looking for support to manage a one-off project or thinking more strategically of improving financial processes and your staff’s knowledge to protect and enhance your profitability and cash-flow, I would be delighted to offer you my expertise so that your business (small or large) can realise its financial potential.
I have over 30 years’ experience in accounting and related fields which combined with my straightforward and honest approach, means that you can be confident that I will deliver whatever level of support is right for you and your business to prosper. I work within the Three Counties area (including Bromsgrove, Droitwich, Kidderminster, Worcester, Evesham, Redditch, Malvern, Hereford, Ross-on-Wye, Cheltenham), throughout the Midlands and across England and Wales.
All my fees are tax allowable so whatever your accounting requirements, wherever you are and whatever size of business you are, I’m happy to take care of it for you.
Services Overview
My services at a glanceI can offer you a tailored service including:
- Bookkeeping (to the trial balance – and beyond!)
- VAT return submission and reconciliation
- Bank and other control account reconciliations
- Monthly or quarterly management accounts
- P/T Finance Director
- Financial Procedure and Profitability Business Review
- Credit Control and Cash Maximisation
- Financial Project Management (including accounting software implementation)
- Payroll
- For lawyers and legal finance staff: Accounts Rules Training (all regulators)
- For lawyers and legal finance staff: Credit Control Training and/or Best Practice
- For Notaries: Bespoke bookkeeping package
Featured Case Study
Maximising Cash from DebtorsWhen I began working with one of my clients, I quickly recognised that a significant amount of working capital was invested in their debtors – more than a 33% of their turnover was held in debt which was resulting in them trading with a consistent and significant overdrawn position at their bank. Working sympathetically with the lawyers and their clients over a six month period, I was instrumental in completely reversing that overdrawn position such that the business moved to trading with cash in the bank at a level equal to what had previously been their overdraft!
Looking at the profile of their debt in detail, it was clear that the business had a very high percentage of good quality clients – the majority of whom settled their bills very promptly. However over several years old unpaid debts had accumulated and so this was one area in which I initially concentrated my efforts. Working sympathetically with both the lawyers and their clients, I demonstrated that payment could be obtained without jeopardising the lawyer/client relationship.
One particular debt remains a highlight where despite the debt being close to six years old and close to two thousand pounds, I secured payment of both the original debt and interest via an instalment plan. Just as importantly, that client then went onto to recommend the firm to family and friends.
Small but significant successes such as that gave the lawyers and staff confidence to adopt other procedural changes and proposals that I recommended so that together we achieved such a fantastic result for the business.
If this is something that you would be interested in talking to me about, please use the “Contact” link at the top of the page. I’ll be delighted to talk to you.
