Testimonial 1
Testimonial 1
Testimonial 1
Business consultancy services
My business consultancy services are bespoke to each project. Below are just a few of the areas of support that I can offer you
Monthly reporting packs and dashboards
Being able to see the current cash position of the company, latest tracking against budget and financial projections consolidated in to a digestible monthly pack can be a vital tool in armouring executive management with the key facts about their business.
Cash flow and cash management
It is vital that you have control over this area of your business. I can carry out a range of cost and revenue stream analysis as appropriate - be it high level, in-depth, verification of the current process or set-up from scratch.
I can tailor cash flow budgets and forecasts over a range of time horizons that will suit your ongoing needs.
Budgeting and forecasting
Having adequate budgets and forecasts in place allows you to be realistic and proactive in your business strategy and forward thinking in its outlook. Having this information on your company's future will assist in navigating a range of circumstances and discussions.
In house upskilling of existing staff
Extracting the potential within your existing finance team can be the quickest, simplest and most positive method of getting what you need. I can teach what are often simple techniques and reorganise work flows to enhance and energise the department.
Process review and development
Establishing and maintaining an effective control environment with accountability at the right level is a crucial aspect of any business. Whether it be reviewing your existing processes or starting from scratch, I can help implement an efficient, robust, targeted or complete process for finance.
Accounting systems
All companies at some point will need to face a decision related to their financial system(s), sometimes more than once. Perhaps you want to make the switch to a new accounting software or do not feel you you are getting the most out of your existing software.
I have been involved in multiple system transitions and implementations - and it involves much more than just the system itself - training and managing staff and expectations through change are also key to success.
A word from some of my clients
Sian Millar, business owner
I worked with Sam for a number of years when she was FD within my business. She set up systems and processes to support the operational team, as well as produced detailed and useful management information packs on a monthly basis. Sam worked on several projects including acquisitions and part disposals (site sales.) Ultimately she worked through the sale process with me (all due diligence with legal team etc)
Scott Marshall, Liberty Hygiene Ltd
Dear Sam, Just a quick note to say thanks for all you have done for us in the short time you have been working with us here at Liberty Hygiene Ltd, The accounts team now have clear objectives and a timescales for work to be completed, the new financial dashboard showing the whole company finances and balances at a glance is amazing! Keep up the good work, I shall be suggesting to anyone that will listen that if they need some help in the accounts department that should be heading to you…
M Croft, Stronger Health.ME
After taking the time to understand our business model, Sam Roome’s knowledge, understanding and experience have helped us establish accounting systems that have proved to be simple and cost-effective. Her patience and detailed instructions have successfully taken some of the stress out of establishing a new business. We recommend her highly and are thankful to have found her.