Member Since: 27th Apr 2010
Supporting the accounting profession with ideas & skills. Accountant-in-Residence at Capitalise.com. SME Champion. Proud northerner, pan-Pennine & around UK
Top 5 specialties:
- Assisting great general practice accountancy firms to grow their corporate finance service for SME clients:
- Revolutionary thinking - developing unique products and applications for SMEs
- Coaching accountants - technical updates, latest industry developments, new products/contacts in the market & peer group support
- Promoting accountants - developing a recognisable national brand
- Supporting accountants - providing access to resources & skills normally only in the domain of the large nationals
Chairman at The CFN & Accountant-in-Residence at Capitalise.com
2nd Mar 2021
We’re getting there - certainly more than ever before
2nd Mar 2021
This has been so refreshing
19th Oct 2020
How proud I am that Kayleigh is a colleague who has the strength of mind to speak about things important to her, in the profession & amongst the accountants she works with every day, to a community who may not have ever experienced any prejudice, racial or otherwise, in their lives.
And I’m pleased so many have taken the time to read her words. And commented. Whether in support or not, they’ve commented. Because these feelings of sometimes being excluded from the conversation is real life for many in our profession. And we need to hear about that, otherwise we can’t change it.
It’s a long-standing traditional profession & whilst I love its history, I also want it to move forward & be diverse enough to represent all the wonderful uniqueness in our country, to bring in all these experiences, all these opinions, all this history. So we can open our minds to be the best advisers we can be.
Having a profession which is fit for the future will impact on all of us.
9th Oct 2020
Waiting to see how they’ll decide upon eligibility eg - what if a business is registered in an area which isn’t in lockdown but with staff employed in outlets in lockdown towns?
28th Jun 2020
Great round-up Lucy!
29th Apr 2020
Well done, Georgia. I think firefighting will have to replace structure for the time being, but it’s only temporary.
23rd Feb 2018
Great list! And for SME Corporate Finance...?
16th Jul 2017
Yes I would, because that's what I see every day. The truth hurts to hear.
15th Jul 2017
"Trusted advisor" is indeed a well-used phrase. But, speaking as someone that sees many, many firms across the country, most accountants are living in cloud-cuckoo land if they really think they offer all-round advice to clients.
How many help a client determine & execute a strategy for growth?
How many are aware of the client's cashflows & can anticipate working capital deficits and/or proactively find alternate/better finance before the client comes to them in last minute desperation
How many clients do most accountants work with to a) increase the value of a client's business & b) improve its saleability/find appropriate buyers
These are all the commercial aspects that entrepreneurs really need from accountants - they need mentors, not number crunchers. And this is why the fastest growing number of entrepreneurs (under 30s) aren't even using accountants at all. They see accountants as expensive, out of touch with their business world & incapable of advising them.
And until accountants realise all this, they'll never truly be most business' trusted advisors.
6th Oct 2015
Spot on! This research combines perfectly with the recent article in The Times Business also published on Monday 5th about the Big 4 entering the small business market. Small firms only have themselves to blame if the larger firms 'steal' their clients. Only 35% of accountants ask about investment/funding needs? Only 34% ask about strategic objectives? And yes, I see it every day across the industry - as I said in The Times article....smaller firms need to 'up their game'. That's EXACTLY why I set up The CFN because I saw this happening 10 years ago. What is depressing though is how hard it has been to change the accountancy profession's approach to their service. It's happening, but it is so slow (as the above research clearly demonstrates). I long way to go yet!