CBB

Specialist Finance Director

1990 2004

2015

CharteredAccountant………….

TOOBORING!

Referrals

Client Example 1

Web hosting and consultancy

Trigger for referral

Ø Quote for major contractØ Outside comfort zone

Achievements

Ø Developed plan, won contractØ Introduced monthly

management accountsØ Invoice in advanceØ Attend key client meetings

Client Example 2

Trade Association

Trigger for referral

Ø Finance team reviewØ No financial information

Achievements

Ø New structure with split rolesØ Streamlined processesØ Monthly accounts/budgetsØ Formal Board reporting

Client Example 3

Local Manufacturer

Trigger for referral

Ø Why is the Finance function so inefficient?

Achievements

Ø System improvement project: finance, purchasing, stock, sales order processing, warehouse, reporting

Ø Mentoring Accounts Manager

No standard service

ØFinance development:ØTeamØProcessesØInformationØInformed decision making

Ideal referrals

Ø Lack of finance ability

Ø Finance not meeting expectations

Ø Review/change in finance team

What to say?

Ø I know someone I trust who would be willing to have a chat

Ø Successfully helped lots of companies

CBB

Specialist Finance Director