About Me
Licensed accountant, Level 4 MAAT
Qualified Bookkeeper, AATQB
Finance Manager, Accounts Manager, Management Accountant
Paperless, Cloud-based systems
Reports and Dashboards creation, KPI trackers
Projections, Cashflow, savings planning
Accounts transfer, architecture, restructuring, corrections
High-level Excel user
My Journey
I decided to stop working for companies and accounting firms for one main reason: I don't think they help their clients, and often don't know what they can provide.
Most accountants do not use Xero, QuickBooks and the like - they download a Trial Balance and a General Ledger report at Year End and work off that; they don't know how to administer your accounts, and bring your accounts into a format you can use.
Many account packages also only provide basic Management Accounts - a dashboard that shows your expenses, maybe a cashflow without a forecast.
I've worked internal to a number of companies across several industries - I've raised invoices, chased customers for payment, negotiated with suppliers - and been alongside the directors as they plan the next steps for their companies.
What you can expect from me:
Honest, upfront approach - I'm not going to beat around the bush!
Suggestions for improvement; providing you options and working with you for what works for you
Strategy planning - how you can save money; how you can better spend it
Debt, loans and savings advice
Catch-up and checking comparing to previous periods - together we can track progress and highlight issues to deal with
What I've worked on before:
Agreement for Share Purchase of £2million company in Hertfordshire with 5-year payment plan
Transfer of Havens Hospices charity accounts from Microsoft GP to Sage Intacct
Restructuring and correction of NFR Transport Accounts to a useable state
Sales collection for Shipman Security Systems; over 1/3rd of their Turnover due over 120 days old, brought down to within 30 days; previously 1/3rd being written-off each year