David Alexander

Adding value

Who are We?

Our Core Services

Year End Accounts Tax Returns Bookkeeping, Payroll & VAT Business Plans Management Accounts Performance Improvement We are your Financial Director!

Where we can help

Perform a FD function Budget setting & monitoring Improve systems & reporting Review & Improve IT systems Cost management Cashflow management – Cash is King!

Case Study – Service Company Ltd

Growing 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 Market

Limited Company / Growing Business Turnover £250k to £4m Within 15 mile radius of Burton Needs help to grow Very little management information produced

internally – riding by the seat of their pants! Too small for management accountant full

time.

What to look / Listen out for

£250k to £4m turnover Stressed Out owner / directors / managers My paperwork is in a mess! Bookkeeper leaving or unreliable HMRC criticised quality of record keeping Growing business seeking finance / a plan My accounts fee goes up every year and I get no

pro-active advice I don’t know where all the money goes!

How to introduce us

I know this guy who will: Return your calls Return your emails Deal with you in person See you outside normal

hours Meet you at your place,

his office or a mutually convenient location

Remind you of deadlines

Offer a free review Offer a fixed price Offer payment terms Always 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

and

Stuart Butters of Hadley Reclaim