This presentation tells you about Cloud Bookkeeping Stevenage and gives real life examples of how we help our clients.

1. Cloud Bookkeeping (Stevenage)
‘Helping busy business owners keep on top of the finances in their
business’
Providing a local, friendly and supportive service to our clients

2. About Cloud Bookkeeping
• 4 years old this year
• Husband & wife team and 4 p/t staff
• Bookkeeping, payroll and credit control services
• Built the business solely on networking, referrals
from accountants and recommendations from clients
• Work with all softwares – specialise in Cloud based
softwares
• Backing of a franchise

3. How we help clients
Free
bookkeeping
review
Bookkeeping
Rescue (one
off or sorting
out a mess)
Systems set
up and
training on
how to use it
Quarterly
bookkeeping
check
Full Monthly
Bookkeeping
Service

4. “It’s not just about the
numbers – clients are real
people and real businesses.
They are all different and we
treat them as such” – Lynne
Moffat

5. Business owner with
several UK businesses
What did he really want from us?
• Not to have to do it himself
anymore
• More time to develop his
business interests
• Consistency of financial
performance information across
the gyms
• Efficient system utilising
technology
• Good information he could take
to the bank to fund future
businesses

6. Utility Warehouse
Distributor
What did she really want from us?
• Structure to make it happen and
avoid backlog
• Monthly information to ensure
outgoings were not exceeding
income
• Peace of mind
• Remove the distraction of the
paperwork to enable greater
focus on developing the
business

7. Established
engineering company
What did they really want from us?
• Continuity
• Sensitivity and support during a
time of bereavement and ill
health within the partnership
• Someone to do what they didn’t
have the skills in-house to do
• Knowledge it was being done
and done properly

8. An accountant
What did he really want from
us?
• More time to concentrate on
other higher level accountancy
services
• High quality bookkeeping and
records to make year end
processes easier
• Continued income stream

9. How business owners benefit from working
with us
• Time to put in other areas of the business or to grow it
• Better work/life balance
• Save money
• Better financial information and control
• Better understanding of business finances
• Obtaining funding
• Peace of mind
• Structure and routine to avoid backlog
• Not to have to do it when they hate it

10. Who recommends us to
business owners they know
• Accountants
• Business coaches/consultants
• Virtual Assistants
• Bank Managers
• Current customers

11. My name is Lynne Moffat from Cloud Bookkeeping where
very cloud has a silver lining ………………