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 

•  Payroll

•  Finance process development and implementation

•  Statutory Accounts and Corporation Tax

 

Case Study 01 Review

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

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

Directors

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

Mentoring

•  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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Sapphire8 Limited is registered in England and Wales under company number 11936763 and have our registered office at Wessex House, Challeymead Business Park, Melksham, Wiltshire, United Kingdom, SN12 8BU

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