Want to know a little bit more about who we are and how we add value to our clients, please feel free to view our Powerpoint presentation

1. Introducing the
KSA Approach

2. Contents
• About us
• Who are we?
• Our services
• What we do differently
• Examples of our work
• Summary and Benefits of using KSA

3. About Us
• ‘Proactive’ Chartered Accountants and
Business Advisors.
• Established in Feb 2012
• Based in Aston Locks (1 mile from Birmingham
City Centre)
• 2 Directors

4. About Us
• We are passionate about helping owners of small
business regain CONTROL and DIRECTION over
their business.
• We are not Management Consultants who make
recommendations and then leave you to struggle
to implement those changes on your own
• We believe in TEAMWORK and taking
RESPONSIBILITY to make those changes effective

5. About Us
• Our Typical/Ideal client:
• £500k to £5m
• Probably growing quickly
• Based within 30 miles radius of Birmingham
• Owner Managed, Very Entrepreneurial
• 5-20 members of staff
• In-house Bookkeeper/Accounts Assistant
• Only use current accountant for Year End work

6. Who are we?
• Kevin Sharkey
– FD with over 8 years experience
in construction, property and
manufacturing
• Nathan Golby
– FD with over 8 years experience
in import/export, manufacturing
and medical devices

7. Our Services
• We like to keep things simple:
• LEVEL 1: Must Do…..
• LEVEL 2: Should Do…..
• LEVEL 3: Want to Do…..

8. Must Do………
• Bookkeeping
• Annual Accounts
• Corporation Tax
Returns
• Self Assessment Tax
Returns
• VAT Returns
• PAYE/NI
• CIS Returns
• Annual Returns
• P35 Employer Annual
Returns
• Company Secretarial

9. Should Do……
• Cashflow Forecasting
• Monthly Management
Accounts
• Key Performance
Indicators (KPI’s)
monitored and
reported on

10. Want to Do….
• Budgets and Forecasts
• Business Planning
• Sourcing Finance
• Applying for Grants
• Profitability Analysis
• Improve Tax efficiency
• Mergers and
Acquisitions
• Exit Strategy Planning
• ‘What If’ Scenarios

11. Working with New Clients
• Three Phase Approach:
– Phase 1: Financial Management
– Phase 2: Business Planning and Strategy
– Phase 3: Implementation and Review

12. ESTABLISHING CONTROL
PHASE 1: FINANCIAL MANAGEMENT

13. Financial Management (months 0-3)
• Initial Review of existing procedures
• Implementation of Streamlined Systems and
Procedures
• Staff Training
• Take responsibility for Cash flow Management

14. Financial Management (months 0-3)
Benefits of this Phase:
– Instantly removes a lot of the Day-to-Day financial
stresses from the business owner
– Get to really understand the business
– Hopefully achieve some ‘Quick wins’ for the
business
• Reducing Overheads/Renegotiating Supplier Payment
Terms etc

15. CREATING FOCUS AND DIRECTION
PHASE 2: Business Planning and Strategy

16. Business Planning and Strategy
(months 4-5)
• Identifying where the business is NOW
• Determining where the business WANTS to be
• Deciding upon an ACTION PLAN for closing the gap
– Identifying achievable key milestones
– Determining KPI’s for measuring success
– Designing reporting structure for monitoring progress
• Full Budgets and Forecasts produced

17. Business Planning and Strategy
(months 4-5)
• Benefits of this Phase:
– Fresh set of eyes looking at the business
– A chance to ‘work on the business not in the business’
– Improved Focus
– Clearly defined objectives and goals
– Breaking the workload down into ‘Bite-sized Chunks’
• A renewed sense of purpose/increased
motivation

18. KEEPING ON TRACK
PHASE 3: Implementation and Review

19. Implementation and Review (months 6+)
• Bespoke Monthly Management Accounts and
KPI’s Reports
– Designed specifically to keep you on track with the
Business Plan
• Attendance at Monthly Board Meetings to
discuss financial reports
• Remedial Works carried out:
– e.g. Sourcing Finance

20. Implementation and Review (months 6+)
• Benefit of this Phase
• Regular reviews to keep the business on target
and prevent distractions
• ‘Early Warning System’ – gives up to date
information to allow changes to be made if
necessary before it is too late
• ‘Outsiders’ Point of view allows an Objective
Opinion – we are not bogged down in the day
to day detail

21. EXAMPLES OF OUR WORK
Introducing the KSA Approach

22. The Business Plan

23. Budgets and
Forecasts

24. Monthly
Management
Accounts and KPI
Reports

25. SUMMARY
Introducing the KSA Approach

26. Summary
• Specialise in part-time FD services
rather than traditional Compliance
work
• Very PROACTIVE
• Quickly become trusted member of
your TEAM

27. Summary
• Our benefit to our clients:
– 1) FINANCIAL CONTROL
= Peace of Mind
– 2) DIRECTION
= Increased Focus and Motivation
– 3) REGULAR REVIEWS
= Increased Responsibility/Accountability