30th July – Facilities Management, Devon, £700k turnover

A family friend completes the accounts at present, but he’s thinking of moving away from that relationship as it’s becoming clear that they’re not set up to be able to provide the kind of support he needs as the company goes through a prolonged period of expansion. He wants his accountant to be more involved with the business, coming in for quarterly meetings and potentially producing management accounts, and ultimately wants to work with someone who’s going to be more proactive and able to give him advice. They also employ a separate bookkeeping firm, although he wants to change that too; he’s open to a holistic review.