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Advice | Partnership | Growth

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Growth Success Stories

Wells Engineering Services Ltd

Our Client

Wells offers Consultancy Engineering services for the Food production industry. We have been involved with his business from start up in 2004 and have seen it grow into an established successful company.

Our Involvement

From the start up and particularly as a growing company, the client has needed to be able to focus on working in the business whilst knowing that any compliance issues and tax matters relating to both the company and the directors are being dealt with. In addition various adhoc matters have arisen in this time, which have required Corporate tax planning, looking at the business structure and giving VAT advice.

Our Results

We have been able to deal with all the above issues in an efficient, timely and cost effectively way. Importantly, as the company is growing, the ability to provide management information pre year end and final year end accounts within a couple of months of the year end, means that Wells Engineering Services have had up to date financial information on which to base growth decisions.

Ultimate Languages Ltd

Our Client

Isabella, a Director of Ultimate Languages Ltd approached Root Accountants, having previously worked with Sonia.
The company work with their clients to develop tailored translation and localisation solutions.

Our Involvement

Ultimate Languages Ltd had an in-house bookkeeper but wanted a virtual FD to provide a link between the bookkeeper and the Board. A company who could deal with ad-hoc projects including assisting with a bonus scheme, Sage integration to translation management software, and other staff matters.
In addition, as a growing business they needed someone to keep their eye on the cashflow, gross profit and bookkeeping systems.

Our Results

We implemented a monthly assistant service, linked to quarterly management accounts so that the client had regular finance updates, and always knew that we were at the end of the phone. This provided them with the support to concentrate on growing the business knowing someone was watching over the finances.