BNI Presentation 22.07.11

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  • More opportunities from our existing client bank to work on one off opportunites.
  • More opportunities from our existing client bank to work on one off opportunites.
  • More opportunities from our existing client bank to work on one off opportunites.
  • More opportunities from our existing client bank to work on one off opportunites.
  • More opportunities from our existing client bank to work on one off opportunites.
  • More opportunities from our existing client bank to work on one off opportunites.
  • More opportunities from our existing client bank to work on one off opportunites.
  • More opportunities from our existing client bank to work on one off opportunites.
  • More opportunities from our existing client bank to work on one off opportunites.
  • BNI Presentation 22.07.11

    1. 1. BNI Presentation 21 st July Simon Murrison
    2. 2. The Firm - Our Philosophy <ul><li>Our client base consists predominantly of owner managed businesses with challenging demands and changing requirements . We are committed to providing all our clients with the best professional and commercial services. </li></ul>
    3. 3. About Gilliland & Company <ul><ul><li>Set up about 23 years ago </li></ul></ul><ul><ul><li>3 partner firm until I joined in Jan 2011 </li></ul></ul><ul><ul><li>Now 5 partners – Bruce Wilson, tax partner from Campbell Dallas in March 2011 </li></ul></ul><ul><ul><li>About 15 members of staff in total </li></ul></ul><ul><ul><li>All services headed up by a partner – huge reliance on client / partner relationships </li></ul></ul>
    4. 4. About me! <ul><ul><li>Qualified as CA in 1997 </li></ul></ul><ul><ul><li>Joined a 3 partner firm in 1999 & became partner in 2005 </li></ul></ul><ul><ul><li>Joined a multi-national firm in 2009 as partner </li></ul></ul><ul><ul><li>Returned to smaller sized firm in Jan 2011 </li></ul></ul><ul><ul><li>Entire career spent dealing with start up to medium sized entities </li></ul></ul>
    5. 5. How to Approach the bank for funding
    6. 6. How to Approach the bank for funding <ul><ul><li>Be prepared before you approach the bank </li></ul></ul>
    7. 7. How to Approach the bank for funding
    8. 8. Typical client? <ul><ul><li>Bank referral – Feb 2011, due to lending criteria </li></ul></ul><ul><ul><li>Bank needing man accs – first period of trade – no year ends! </li></ul></ul><ul><ul><li>Corporation tax – capital allowances </li></ul></ul><ul><ul><li>Management accounts / budgets – to Jan 2012 </li></ul></ul><ul><ul><li>VAT returns & payroll </li></ul></ul>
    9. 9. Compliance Work <ul><ul><li>Year end accounts </li></ul></ul><ul><ul><li>Tax returns – sole trader, partnership & limited company </li></ul></ul><ul><ul><li>Audit work </li></ul></ul><ul><ul><li>VAT returns </li></ul></ul>
    10. 10. How can you get me referrals? Why am i different? <ul><ul><li>Cashflow problems / problem with bank </li></ul></ul><ul><ul><li>Paying too much tax - structure </li></ul></ul><ul><ul><li>Person had a surprise – can predict tax up to 21 months in advance </li></ul></ul><ul><ul><li>Not feeling loved – will see clients monthly not annually </li></ul></ul><ul><ul><li>VAT registration issues </li></ul></ul>
    11. 11. How can you get me referrals? Why i am different? <ul><ul><li>Taking on staff for the first time </li></ul></ul><ul><ul><li>Wants key drivers to help understand their business </li></ul></ul><ul><ul><li>Wants someone to help map out the numbers for going forward </li></ul></ul><ul><ul><li>Wants someone to help monitor progress </li></ul></ul><ul><ul><li>Applies to all sizes, start up to large SMEs (nothing too small) </li></ul></ul><ul><ul><li>All entities - Sole traders, partnerships & limited companies </li></ul></ul>
    12. 12. Email – simon@gillilandca.com Tel - 0141 226 8484 Linkedin – Simon Murrison Twitter - @simonmurrison

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