Latest Book-keeping Clients - Why?

MA below means Management Accounts

Cirencester - Sage Online
Description - wholesale goods t/o £3M
Reason – inefficient & costly bookkeeping system, lack of quality information, very overdue sales invoicing
Source – client referral
Client requires – new efficient bookkeeping system, faster sales invoicing, a sophisticated stock reordering system, quality reporting and sound MA

Bristol - Sage Onsite
Description - 23 retail shops Head Office t/o £15M
Reason – bookkeeper/accountant leaving, poor quality information, change from awful and costly accounting software to Sage
Source – accountant of a BookCheck client who is a personal friend of the owner
Client requires – quality MA, much earlier, saving of £10k p.a. software maintenance cost, sound 32 departmental P&L reports

Bristol - Sage Remote
Description - Electrical wholesaler t/o £1.2M
Reason – Hopeless quality of accounts, always been a struggle, hampering growth
Source – BookCheck website
Client requires – sort out inherited rubbish, reconciliations and quality MA

Bristol - Sage Postal
Description - Restaurant t/o £260k
Reason – bookkeeper leaving, poor quality
Source – client's accountant
Client requires – sort out of inherited problems, quality MA

Bristol - Sage Online
Description - web based services,startup
Reason – decision to outsource as much as possible, previous experience of missing quality accounts
Source – BookCheck website
Client requires – quality MA, avoidance of previous problems

Lymington / London - Sage Postal
Description - boat designer t/o £600k
Reason – bookkeeping mess
Source – client's accountant
Client requires – quality information

Cheltenham - Sage Postal
Description - Helicopter services t/o £450k
Reason – poor quality bookkeeping
Source – BookCheck website
Client requires – quality MA

Bristol - Sage Onsite
Description - Sports Centre
Reason – startup of big growth company, needed quality and control
Source – client referral
Client requires – quality control and MA

London - Sage Postal
Description - Business Magazine
Reason – to remove all bookkeeping hassle
Source – Yellow Pages
Client requires – hassle free book-keeping

Cheltenham - Sage Onsite
Description - Teaching services t/o £450k
Reason –  Book-keeper  resigned and stopped suddenly after 15 yrs, had been remote. Client advised "We have not been in control of our finances but should be. We don't know where we are"
Source – networking contact
Client requires – quality MA, proper financial information, good communication with bookkeeper

Malmesbury - Sage Onsite
Description - IT & Business Consultancy
Reason – Inadequate quality bookkeeping
Source – network referral
Client requires – quality MA

Cheltenham - Sage Postal
Description - Special Education, t/o £300k
Reason – Bk left suddenly without notice 
Source – networking contact
Client requires – quality MA, avoidance of the recruiting nightmare in Cheltenham 

Cheltenham - Sage Postal
Description - Restaurant, t/o £300k
Reason – Accountant has recommended us to take over after doing such a good job with another restaurant from the same chain
Source – Client's accountant
Client requires – quality MA

Swindon - Sage Onsite
Description - software solutions, business management
Turnover - £230k
Reason – Too separate from accountants, do not understand the costs
Source – Accountants
Client requires – quality MA 

Cheltenham - Sage Postal with a weekly visit
Description - Recruitment
Turnover – £6M
Reason – BK overstretched, not doing good enough job
Source – Bank
Client requires – prompt sound MA 

Bristol - Sage Postal
Description - Food wholesaler
Turnover – £650 k
Reason – Prev bk a bit of a disaster
Source – Client's accountant
Client requires – spot on MA within 2 weeks

Reasons of some earlier clients:

• Bookkeeping totally out of control, no reconciliations, unknown creditors & debtors, needed MA
• Need proper system and MA
• Insufficient knowledge of Sage for setting up
• Owner in a bookkeeping pickle, growing business, wants to remove the problem
• Expanding company with inadequate controls and bookkeeping, requires MA
• Existing bookkeeper did not have enough time for the client and decided to leave
• Very rapidly expanding company with inadequate controls and bookkeeping, requires MA and detailed cash flow forecasting
• Financial director was spending far too much time with bookkeeping and was unwell
• MD himself was the bookkeeper and realised this was wrong, lack of management accounts
• Needed MA, removal of bookkeeping hassle, very high Year End costs
• Needed MA but required by bank, removal of bookkeeping hassle
• Unreliable MA, Financial Controller left suddenly for family reasons
• Needed MA, wife handling bookkeeping wanted to give up
• Needed MA, bookkeeper out of depth and fled, nothing reconciled, useless information 
• Sage 18 months behind, duplicate of manual system, needed MA, nothing reconciled, useless information 
• Moved to Gloucester from London requiring a new bookkeeper, needed MA