Case Studies

I have supported Prevent Breast Cancer since it was first formed and have been involved in many ways – holding events, being an ambassador, even becoming a Boobee and raising money by walking down a catwalk modelling underwear in front of hundreds of people! 2020 has been a challenge for Prevent, in common with many charities, and I have been pleased to give them extra support on a regular basis.

“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 a new company, Halecroft Recruitment, Tricia wanted to be in control of finance but also needed to work on her recruitment business and so she decided to outsource the finance function. Tricia was also keen to get a greater understanding of finance and was looking for general business support.

“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