Top Banner

Click here to load reader

Alexander Accountancy

Oct 21, 2014



Alexander Accountancy Presentaion

Alexander Accountancy

David AlexanderAdding value

Who are We?

Our Core ServicesYear End AccountsTax ReturnsBookkeeping, Payroll & VATBusiness PlansManagement AccountsPerformance ImprovementWe are your Financial Director!

Where we can helpPerform a FD functionBudget setting & monitoringImprove systems & reportingReview & Improve IT systemsCost managementCashflow management Cash is King!

Case Study Service Company LtdGrowing company initial turnover of 400k.Several income streams / departments.Accounts system based on spreadsheets.No idea how business was performing other than annual accounts prepared 6 months after their year end.

Case Study What did we do?Introduced a budget for the year monthly figures.Included departmental analysis so each income stream could be monitored separately.Assisted with move to a full accounting system including training.Monthly input into producing monthly management accounts and reporting against budgets set.Forecast balance sheet and cashflow and provide summary of future cash requirements.

Case Study what are the benefits

Each income stream / department are now accountable with managers being pushed to maximise contribution.Problems are indentified and dealt with at an early stage.Information can be extracted from the system with ease allowing for access to the detail.Future cashflow blips are identified in advance and planned for.Debtors are now managed better within a structured system.Turnover grown to 1.5m with the help of the above. Pro-active advice can be given including tax planning.

Our Core Target MarketLimited Company / Growing BusinessTurnover 250k to 4mWithin 15 mile radius of BurtonNeeds help to growVery little management information produced internally riding by the seat of their pants!Too small for management accountant full time.

What to look / Listen out for250k to 4m turnoverStressed Out owner / directors / managersMy paperwork is in a mess!Bookkeeper leaving or unreliableHMRC criticised quality of record keepingGrowing business seeking finance / a planMy accounts fee goes up every year and I get no pro-active adviceI dont know where all the money goes!

How to introduce usI know this guy who will:Return your callsReturn your emailsDeal with you in personSee you outside normal hoursMeet you at your place, his office or a mutually convenient location

Remind you of deadlinesOffer a free reviewOffer a fixed priceOffer payment termsAlways put the client first

So that us, Alexander Accountancy

Where value for money really happens!

Still looking for introductions to

David Gibbs of Coyte Carpets


Stuart Butters of Hadley Reclaim