CASE STUDIES

Private Equity & Real Estate

Summary: We were contacted by a company who wanted us to give them off-site bookkeeping. They were nervous about losing control of their books and records, having had it all in-house previously. The reasons they were looking at an off-site option were the flexibility it would offer, the significantly reduced monthly cost and the specialist...

Education

Our client was drowning in paperwork. Deposits, fees, turnaround of students, a fast-growing business. An offsite option wasn’t an option and they didn’t want to employ a bookkeeper. We came up with a training solution: we spent a few days training up the college assistant – she is now a highly efficient administrator/bookkeeper, who can...

Busy Franchisee

Our client doesn’t want to employ an in-house bookkeeper, but he still wants regular management accounts (we already manage his payroll). He gives us all the necessary information that we ask for every month and we do the rest. He is free to grow his business. We are often called up to answer quick, technical...

Grocery Retailer

Tax planning, bookkeeping, management accounts and secretarial work – and more – we do it all for this client. They have thousands of transactions and have to deal with both retail and wholesale customers. We physically pick up all the piles of paper from their premises and then produce exactly what the client needs and...

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