10 Minute Presentation
2nd July 2010
Who are we?
Andrew and Kate, husband & wife practice with
large SME and plc background.
Both members of the Chartered Institute of
Management Accountants (CIMA).
Many years experience in running accounts
departments, financial management and
strategic financial planning.
Board level (SME) and senior management
(Vodafone, Virgin) positions held.
What we do
Give local business owners freedom and
confidence to run their business.
Remove financial uncertainty
Peace of mind from HMRC enquiries
Provide a professional impression for clients’
How we do it
ORGANISED FINANCIAL CONTROL
Keep up to date records
Maintain a perfect compliance record (VAT,
Manage cash flow
Report on financial performance
Advise on actions to improve profitability
Implement financial strategies
In other words…
(With apologies to M&S)
This isn’t just bookkeeping….
It’s succulent freshly prepared financial
management drizzled with profit and
topped off with peace of mind.
Why we do it
We are passionate about businesses achieving
Satisfaction from delighted clients
And just as importantly our business fits with our
We’ve both done the long hours culture and
career planning. Now family comes first.
Would small businesses employ a finance
director if they could afford it?
Do you think that having access to the advice of
an experienced professional is desired?
We provide all this as part of our standard
Costs start at only £80 per month.
Coach operating business based in Crewe
Turnover £600K, 15 staff
Turned from loss making to £80,000 profit
We maintain all financial records, prepare management
accounts and advise on business performance.
They say: “Andrew and Kate have been the best thing to
happen to our business. Our accounts were in a mess
before they arrived 3 years ago and now the business is
going from strength to strength. I really appreciate how
easy they are to talk to and we keep in regular contact to
make sure everything is going to plan.”
Florist in Sandbach. Turnover £325K with 14 staff.
Monthly meetings to discuss business performance.
Latterly extensive advice to survive recession.
They say: “Andrew has helped the business achieve
unprecedented success…..He has never let me down in
the 4 years I have known him…..I have no hesitation in
recommending Andrew to small business owners”
Kitchen Cleaning business in Tarporley
Turnover £120K per year, 2 employees
We provide complete bookkeeping, payroll, VAT and
cash flow management service.
They say: “I needed someone to simply take care of all
the bookkeeping, payroll and VAT to free my time so that
I can concentrate on doing business. I recommend
Andrew unreservedly for any small business owner who,
like me, just wants to get on with running their business
without any hassle.”
Bakery in Stoke on Trent, £1m turnover, 40 employees
The client had been struggling to maintain proper
accounting records and had lost track of their debtors.
We provide an on site bookkeeping service and helped
regain control of their finances.
They say: “Andrew advised us to tighten up our debt
collection and we are thankful for that especially since
the economy took a downturn. Our cash position
improved and enabled us to invest in building new
Recently won new client - £2.4m turnover, 40
Client had the following needs:
Monthly management accounts which are to be
presented to the board with analysis of business
performance and overview commentary.
Oversee accounts department
Recommend internal efficiency improvements
Act as the company’s finance representative at
customer and finance provider meetings.
What to look/listen for
£500K - £5m Turnover established businesses
Stressed out owners/directors/managers
My paperwork is in a mess!
Bookkeeper/finance manager leaving or unreliable
HMRC criticised quality of record keeping
Growing business seeking finance and needing business
I don’t know where all the money goes!
How to introduce us
I know just the person to who can fix that.
Here is Andrew’s card and I’ll ask him to
give you a call.
I would like to be
James Lynch & Sons Transport, Sandbach (Mr.
D & D Tyres, Nantwich (David Burrows)
Nantwich Veneers, Nantwich (Tim Puttick)
Alsager Waste Contractors, Stoke on Trent (Tom Talbot)
Crane Hire Direct, Arclid (Neil Forster)
FLP Solutions, Middlewich (Matt Boylon)
Woodlands Brewing Company, Nantwich (John/Pete)
James Gorse Motors, Wrenbury
Borough Arms, Crewe (John Webster)