FOR ACCOUNTANTS
YOUR CLIENTS TRUST YOU WITH THE NUMBERS. TRUST ME WITH THE OPERATIONS
When a client’s margins are slipping, costs are rising or the same operational problems keep appearing, the answer isn’t always in the accounts. When the numbers point to an operational problem, introduce me. I’ll work with your client to find what’s costing them money, time or control, while you remain their trusted financial adviser.
THE CLIENTS I MEAN
You already know which client this is
“I had a client who brought me their account system, and it was a cardboard box full of receipts and bits of paper. And that was their system. It had worked for them for two years.”
“So if your client brings you a cardboard box, that’s exactly who I can help”
What you see and what is actually happening
What lands on your desk
What is actually happening
Records arrive late and incomplete
No document structure. Nobody owns the filing
Rising payroll against flat revenue
Expensive people doing administrative work
Rework buried in cost of sales
The same job being done twice
Invoices going out late
Follow-up depends on somebody remembering
The client cannot answer a straightforward question about their own business
Everything is in the owner's head
None of those are accounting problems. All of them arrive as accounting problems.
WHAT I DO WITH THEM
A focused review of what’s really happening in their business
I start with a free Your Efficiency Study — a YES! to understand what is happening in your client’s business, what is causing concern and where there may be opportunities to improve efficiency, control or compliance.
I look beyond the obvious symptoms and ask the questions that often aren’t being asked internally. That might uncover unnecessary costs, unclear responsibilities, weak processes, poor management controls, compliance risks or simply too much depending on the business owner.
Your client receives a high-level YES report identifying their key priorities and any urgent areas that need exploring, followed by a call to talk through the findings and what they should consider next.
Often, what I find doesn’t require months of work or expensive change. Relatively small fixes can improve control, reduce unnecessary cost and free up the owner and their team to concentrate on running and growing the business.
And importantly, I’m not there to replace the advice you provide. I’m there to address the operational problems behind the numbers — so your client is better organised, better controlled and in a stronger position to act on your advice.
Read the case studyWHAT I DON'T DO
I am not an accountant and I do not want to be
I don’t touch the numbers, replace your advice or step into your relationship with your client. I work on the operational problems behind the numbers, processes, controls, responsibilities and ways of working that may be costing your client money.
DISCUSS A CLIENT
Have a client who could benefit from a fresh operational perspective?
If something behind the numbers doesn’t look right to you, there may be an operational issue underneath it. Introduce your client for a free Your Efficiency Study — a YES! or, if you’d prefer, speak to me confidentially first about what you’re seeing and whether I may be able to help. If your client chooses further support following their YES, I offer a referral fee for your introduction.