Case Studies
The situation
I’ve supported Prevent Breast Cancer since it was first established, working alongside the team as the charity has grown and evolved. My involvement has included hands-on financial support, strategic input, and active fundraising — from events and ambassador roles to, memorably, modelling underwear on a catwalk to raise funds.
Like many charities, 2020 brought significant challenges. During this period, the organisation needed additional financial support, reassurance, and clear thinking to help navigate uncertainty and keep moving forward.
My role
I provide ongoing financial expertise and advisory support to help strengthen internal processes, improve financial clarity, and support good decision-making across the organisation.
My focus is not just on compliance, but on helping the team understand the numbers, improve how things work behind the scenes, and build resilience — so time and energy can stay focused on the charity’s mission.
This type of support is particularly valuable for charities and organisations where trustees and leadership teams carry significant responsibility but don’t have in-house finance expertise.
“Sue is an integral part of the Prevent Breast Cancer Team. Put simply, we don’t know what we’d do without her! Her financial expertise, communication skills and interest in the charity ensures that we are always improving and fine-tuning the business, especially our internal processes, which makes life easier for everyone. Most importantly of all she’s a genuinely lovely person who has endless patience, especially when explaining complex accountancy rules to a non-finance person!”
Nikki Barraclough, CEO
When setting up Halecroft Recruitment, Tricia wanted to stay in control of the finances while focusing her time on growing the recruitment business. She also wanted to better understand the numbers, rather than simply hand finance over to someone else.
I’ve supported the business since 2016, providing ongoing financial insight and guidance so Tricia can make decisions with confidence, knowing the finances are well managed and understood.
Ideal for founders who want financial confidence without losing focus on the business
“Sue has supported the business finance since 2016 and I know the finance is in safe hands. Sue has also given me greater understanding of business finance“
Tricia Bullman, Managing Director
I had known the directors of Ultimate for some time through networking and so when their need for a replacement accountant arose, they came to me. I found, typically of many businesses they were using Sage but that was time-consuming and unwieldy for their creative business. I implemented Xero and set up simpler systems to provide up to date management information. The accounting time has been reduced and the paper has been reduced by use of emailed sales invoices.
“As a director of Ultimate, the ability to have access to our company finance at any time is invaluable as we grow the company”
Jon Walker, COO