What Financial Direction Means to Our Clients
Management accounts, an extensive year end file, and challenging questions on the business
“David has been a fantastic help to me. He produces my management accounts, freeing my time up to run the business and work on big projects. He also does an extensive year end file, which drives down the cost of the annual statutory accounts.
'I have enjoyed his challenging questions on the business and the opportunity to discuss financial matters with someone who understands them (he may even feel the same, though I doubt it!) If you need an accountant (need, not want, as no one wants an accountant!) in your business then David can be your part time Financial Director” – Director, design company
Forecasting cash flow, managing debtors, and planning for future expansion
“When I purchased my first business, I found David’s knowledge and expertise invaluable. Some years down the line, David remains closely involved with the business and is key to our continued success.
His ability to explain an accounts spreadsheet in layman’s terms has helped me to understand what all the numbers mean! Under his guidance, the company can now forecast the cash flow, manage debtors, and plan for future expansion.” – Managing Director, media business
Preparing and explaining management accounts – and then using the figures to help with forecasting and planning
“David has been extremely useful and helpful - not just in preparing and explaining the management accounts, but more importantly in using the figures to help with forecasting and planning the expansion of the company. A very knowledgeable and proactive person - and a real pleasure to deal with.
“David has the industry knowledge and experience to ensure that I know the performance of my division. Above all, I call him and get a prompt answer I understand.
“David is a pleasure to deal with. The work and advice he has given us has been of real value. He is highly knowledgeable in his field and an all round good guy! Highly Recommended
“Great Results, Personable, High Integrity” – Director, exhibition display company
Helping new businesses with their financial planning
“David is reliable, responsive, helpful and highly professional. Especially during the first year of trading, I found his input invaluable.” – Owner, design company
Solving complex management accounting problems
“We asked David to help us with this particular requirement we had involving the on-time reporting of our complex, inter company management accounts.
“David’s straightforward approach has proved invaluable in providing a “one step removed” view and helped improve our management accounting requirements.” – Managing Director, marketing and advertising agency
Preparing company accounts and helping you analyze what they mean for your business
“David has been a great asset to me - getting my annual and quarterly accounts done quickly and efficiently and also then challenging me on the figures and what they mean for the business.
“For businesses with no accountant, David will act as your Finance Director, or for businesses like ours where we have an FD, he can support them at busy times of year. Highly recommended
“Personable, Good Value, On Time” – Chief Financial Officer, trend forecasting company
Profit