Case Study 01

PR Agency Virtual Finance Director and Team

  Accounting system deep-dive and Xero health check

  Xero health check

  Finance Director & commercial business partner 

  Strategic planning including 2, 5 and 10 year forecast

  Monthly management accounts (implementation & set-up)

  Client and project profitability – using tracking, timesheets
    and Apps

  Cashflow forecast and management

  Payroll migration and processing

  Accounts payable management

  VAT returns

  Credit control

  Finance process development and implementation

  Compliance (Statutory Accounts and Corporation Tax)

Case Study 02

Glimpse: A Creative Agency Collective

•  Xero deep dive and health check

  Finance Director support 

  Forecasting and Budgetary control and put it after virtual
    finance team

  Virtual finance team

  VAT returns

  Guidance and support with Xero bookkeeping 

  Monthly Management accounts

  Client and project profitability – using tracking, timesheets
    and Apps

  Pricing support including rate card review 


  Finance process development and implementation

  Statutory Accounts and Corporation Tax


Case Study 01 Review

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I highly recommend Carrie and her team at Sapphire 8, the team took the time to really understand the business and our values, their in-depth knowledge and experience meant that they were up and running quickly and seamlessly, and their ability to run our finances in a professional and supportive way has been a godsend. The impact on our business and on our team has been very positive. As a fast growing small business owner, I have found Carrie helpful, insightful, supportive, positive, and well connected to people and skills that we may need to move the business forwards. A delight and a pleasure to work with."

Anna Guyer

Managing Director


Case Study 03

Collectively: A Collective of Innovators, Activists, Facilitators and Change Makers

  Quickbooks data deep dive and health check

  Finance Director support  

  Client and project profitability 

  Forecasting, scenario modelling and costing
  Monthly management accounts 

  VAT returns 

  Virtual finance team (bookkeeping, credit control, accounts
    payable management, communication management)

  Cashflow forecasting 

Case Study 04

Supporting Financial Services

  Finance Director support & guidance

  Financial data deep diveand health check 

  Xero bookkeeping advice and guidance

  Business Insights 

  Management accounts ((implementation & set-up)

  Monthly reforecast and business review

  Annual Financial Plan  

  Key profit driver analysis and ongoing monitoring

  Regulatory reporting

  Collaborating with other external Accountants

Case Study 03 Review

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We have been very happy and relieved to be working with Carrie and Emma at Sapphire8. As small business owners, it's such a relief to have someone friendly and trustworthy to take care of the finances so we can focus on doing what we're good at. They really took the time to understand our mission and Carrie has been brilliantly patient and clear in helping us understand the details and implications. We have already recommended Sapphire8 to other businesses, who have also been delighted with their work!"

Esther Maughan McLachlan & Bethan Harris


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Case Study 05

Farming: Providing Financial Support

•  Finance Director

  Remote finance team guidance and mentoring 

  Sage to Xero system migration

  Full finance process review and change management

  Automation of finance processes including app
    stack implementation

  Cashflow forecasting & management

  Monthly management accounts

  Monthly forecasting, Annual budgets

  Team mentoring and development

  Manage relationship with bank

  Part of virtual farm consultancy team (farm management, HR)

Case Study 06


•  Specialise in working with qualified Accountants, Accounting
    Technicians or trainees aspiring to work in Accounting

  Support to define goals, ambitions and targets

  Action plan to support achievement of goals and dreams

  Regular 1:1 coaching and mentoring sessions

Get in touch

If you would like some help from accountants in supporting your business evolution,
we would love to hear from you!

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