I took this client on in April 2021 after the director had seen an article I’d written in a local business publication. …
Case studies & Testimonials
I took this client on in March 2021 after the director, whom I’d known since I was a child, contacted me because …
I took this client on in September 2019 from a referral from an Accountant friend of mine. They were a growing luxury …
“I cannot overstate the impact that Annie has had on my business. When I took over the reins from my father, I had some experience in running a business and only a limited idea how to navigate the financial side of things. It was only after completing a business course at Cranfield University that I realised I needed a Virtual FD / NED to help me make sense of the numbers and create a strategy for growth.
That’s when I found Annie. From the moment we met, I knew she was the right person for the job. She came in for the first month to get a feel for the business and by working together we quickly identified the areas where we needed to improve. With her help, we conducted an employee engagement survey and put in place management meetings with the executive team. She helped me understand the financial side of things and put me on the path to profitability.
After almost two years of working together, I can confidently say that my business is unrecognizable from what it was before we started working together and Annie coming on board. Our staff is engaged and motivated, and our profits have never been higher. Annie’s expertise has also given me a better understanding of the financial side of things and has helped me communicate more effectively with others outside the business.
I can’t recommend Annie highly enough. She’s not just a Virtual FD, but a Non-Exec Director and Management Consultant rolled into one. She’s helped me streamline my business, build out operations correctly, and implement new software and systems that have made us more efficient. If you’re looking for help with your business, contact Annie – you won’t regret it!”
Richard, Auto Electrical Services
“We engaged Annie during a period of significant growth to complement our existing accountants with the outsourced Finance Director piece. Annie has managed to make recommendations on how we can improve our internal processes and systems, which in term have helped with things like cashflow and profitability. As our business has continued to accelerate, we’ve also made Annie an official Director of the business.
As a business owner, it’s really great to have some external validation, and / or a second opinion on things when it comes to the strategic and day to day decision making and this is something that Annie does incredibly well.
We have a fantastic Accountant who we continue to work with, but the commercial aptitude and strategic business thinking that Annie provides is helping us accelerate our plans.
Having known each other for many years, we weren’t sure how the relationship would pan out, but it has worked well. We have a very honest and open relationship, not to mention the banter.”
Phill Manson, PAASE
“In business, there are good times and bad. Annie has successfully navigated us through both and become an indispensable extension of our team.
We took on Annie during a period of strong growth. I was looking for high level support and in depth analysis that I didn’t have time to address. Once signed, she started with some rigorous house-keeping, ensuring all data was correct and producing detailed management accounts. We then went on to analyse turnover targets, true costs of sale and where we might reduce overheads. Annie saved us a fortune on bank fees.
Coronavirus hit in March 2020. The travel industry was blindsided. Annie responded quickly, clarifying the cash position of the business and how long we’d be able to continue without sales. She set about helping identify where we could make cuts. Our overheads were reduced by 80% within a week, effectively doubling the length of time we could survive without any sales.
Along the way, Annie has assisted with questions relating to HR, bonus structures and other general support. She is attentive, flexible and highly effective. I wouldn’t hesitate in recommending her.”
HH, PSA