CASE STUDIES
HOUSE BUILDER
West Sussex
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Creation of finance board packs
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Creation of finance dashboards for CVR’s and management accounts
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Deep dive overhead analysis
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Profit forecasting and breakeven analysis
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Cashflow forecasting template established
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Year-end review, identifying significant corporation tax saving opportunities
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Scenario planning / forecasting via fathom plus the creation of board reports with fathom
PAINT CONTRACTOR
Hampshire
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Creation of cashflow forecasting template
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Consistent management accounts to drive informed decision making
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Incentive schemes
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Coaching directors on all aspects of finance
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Deep dive overhead analysis
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Data remediation
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Finance dashboard via syft to support management accounts
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Exploration of financing
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Creation of works tracker
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Year-end optimisation
PROPERTY MAINTENANCE
Hampshire
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5 year structured growth plan
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Cashflow forecasting template
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Coaching directors on all aspects of finance
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Deep dive overhead analysis
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Support the integration of BigChange field management software
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Support decision making with regards to fleet financing and growth
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Cost of sales journals to establish profitability by business unit
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Delivery team cost analysis to inform pricing decisions, breakeven analysis
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Establish transfer pricing for cross entity transactions
PRECISION ENGINEERING
Dorset
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Successful Xero Migration from Sage 50 including payroll
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Finance team mentoring
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Coaching directors on all aspects of finance
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IR35 guidance
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Finance dashboard via syft to support management accounts
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Employer NICS modelling
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Significant VAT reclaim following data remediation
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Calculation of overhead recovery rate
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Creation of an estimate template
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Systemisation of all aspects of finance
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Double shift business modelling
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Finance board pack created
SPECIALIST CONSTRUCTION CONTRACTOR
London
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Evaluation of revenue recognition process
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Coaching directors on all aspects of finance
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Cashflow forecasting template created
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Deep dive overhead analysis
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Customised dashboard to simply the CVR meeting
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Xero migration scoping roadmap, identified it wasn’t fit for purpose
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Business valuation
AUDIO VISUAL & STRUCTURED CABLING
Hampshire
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3 Statement, Multi entity, multi currency consolidated reporting via Fathom including forecasting
RECRUITMENT
Hampshire
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Profit forecasting via Fathom to support growth plans
RECRUITMENT
London
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Cashflow forecasting
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Introduction of cost centres to support business unit and consultant profitability
M&E CONTRACTOR
Hampshire
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Significant VAT reclaim following data remediation
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Creation of cashflow template
FUEL SERVICES
Hampshire
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Xero Migration from Sage 200 – Roadmap
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Cashflow forecasting template created
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