Accountants & Bankers
Do any of your clients face these difficulties?
- Their cash is running out?
- Their business is at risk of going under?
- Their profits are unsatisfactory or they are incurring losses?
- They need to find additional or replacement finance urgently?
- They struggle to prepare adequate financial projections to establish their case for additional finance?
- They need advice on succession planning
is uniquely placed to help you. We are finance specialists with extensive experience in the banking business and when this is coupled with our experience in more recent years working hands-on with businesses in the SME sector we have
the ability to quickly get to the heart of the matter.
So your client - and you - can then have some confidence that the situation is being brought under control.
We can help you fix these issues by providing:
- A comprehensive review of your client's business with recommendations for the way forward.
- A fully integrated budget, cash flow forecast and projected balance sheets including the ability for these to be kept alive with the inclusion of actual figures as the year progresses
- Assistance in building business plans
- Advice on restructuring of debt
...and we can also....
- Work with Accountants, Bankers and Clients to develop strategies to overcome challenging issues facing your client
- Provide our services on a contract basis for special projects requiring the unique skills of the team
Accountants - add value to your business..
Are you providing financial planning and projections for all of your business clients? We know that compliance issues make this almost impossible in many cases. So we have offered to provide this to a number of accountants via our Profit
Doctor system and it is proving very popular.
It is very simple...
- either you source the information from your client and we can be the "engine room" behind the scenes and we produce the projections which you sell to your client
- or alternatively we can talk directly with your client - obviously keeping you fully up to date - and if necessary bill through you.
This will provide your clients with the same service that we provide to our clients. This information is in a format that makes it easy for your client's lender to provide a suitable solution.
