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 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!
