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Energise Accountancy Solutions are a local firm of Chartered Management Accountants based in Coventry, Warwickshire. We serve small to medium sized businesses who are Sole Traders or Limited Companies. A Modern Accountancy Company. At Energise Accountancy we are able to provide our clients with a wide selection of services. This includes traditional accountancy such as: accounts preparation, bookkeeping and taxation advice along with a relevant mix of advice.
Warwickshire
Traditionally accountants help with your figures in a historical and reactive way. They would review what happened last month, quarter or year. At LeaskAS we're not in business to be a traditional accountant. Our number one priority is YOU, YOUR BUSINESS and helping you to maximize growth and profit by helping you take control of your business. We want you to achieve greater financial success both personally and professionally.
At CBAccountancy Ltd, we take a different approach to the norm when it comes to providing high quality and highly relevant services to our clients. We do not simply focus on your accounts but prefer to offer proactive service to assist you by using our knowledge, experience and systems to identify how to improve your tax bills, growth rate, profitability, cash flow, take-home and the value of your business.
I'm an experienced Finance Professional. I've been a Finance Director of a £100M automotive t/o business and prepared accounts for a ballet tutor with sales of £15k and many other micro businesses. I like to get under the skin of business and offer advice beyond the narrow remit of tax planning. My specialisms are: 1. Clearing up a mess and putting new systems in place when, for example, a business has outgrown its existing bookkeeping arrangements.
Warwickshire
All business owners need a solid, active, and fabulous business plan in order to drive the business forward. It enables you to set priorities, identify your strategy, and lay out a plan of action for achieving the vision you have for your business. It gives a road map for the success and direction of that business. I am frequently amazed at the number of businesses, particularly the small ones, that fail to plan effectively due to the inexperience of the owner. I work with those business owners to help you develop the right plan for achieving your business goals. With your objectives, milestones identified, and the right targets set, you can focus your efforts on moving forward in a deliberate and strategic fashion. Once you have that fabulous plan set up, you can work to set the budgets you need to implement your business. One of the main problems business owners have is the skill or the time to manage their budgets successfully while they are small. Cash is often very tight and it is crucial to know exactly where it is, how much you have coming in each month and how much you need to keep in reserve to pay the next month's bills. Even profitable businesses can and do go under if they fail to manage their cash flow correctly. I can show you how to manage those problems and set you up with an easy-to-manage system that will solve those problems for you. Working with me will give you peace of mind financially, set your business up in the right way to succeed, and allow you to sleep at night knowing your business is planned and managed correctly.
I love seeing small businesses succeed with the right kind of support. You can be an expert in your profession, but that is not the same as being an expert financial manager. There is no shame is getting that help and support in order to spend more time on your business. I have the experience and background to provide that help. I am an ex-head of financial strategy and planning for a government department and grew up in a small business environment, working for my Dad at weekends and holidays from school and university. I had to become a bit of an all-rounder fitting in where he needed the work most, but the finance management became the most interesting for me.
It has to be my background (see above). After 14 years working for the government, studying financial management, and then 10 years of working with charities and becoming a trustee dealing with their finances, I felt I needed to be my own boss and do my own thing - put my money where my mouth is I suppose, and do what I was telling everyone else to do!
And I am loving it!
I have lots of financial training, but I am not an accountant. My government colleagues used to call me the 'expert generalist' because I can translate what the accountants are telling you, put it into plain English and show you what you need to do. I can give you the financial clarity you need on your business operations, explain what you need to do and what you can leave to your accountants. I can also show you where you can make savings and ways you can grow your business by making little changes that will have big effects in your profits. A win-win for you I believe.
All my services can be (and currently are) done remotely.
When circumstances change, face to face meetings will be possible again.
All my work is done remotely using Zoom meetings or telephone calls. I send files to clients digitally so they can download and print them safely.
