Boldbookx | Your personal Finance Director

What you get from me

Full ﬁnance systemisation
Streamlined methodologies
Management accounts
Regular and useable KPIs
Cashﬂow projections
Future forecasting
TAX planning
VAT analysis
Trends analysis
Up-to-date bank reconciliations
Up-to-date credit card reconciliations
Tidy up debtors/creditors
High commitment

What I need from you

Access all areas
Low commitment

How it works

We start with an initial meeting, preferably face-to-face, to discuss your individual and business needs.
Once you have chosen to go ahead, I’ll email over some preliminary but necessary engagement documents.
We’ll set up another face-to-face chat, which will be more in-depth. This gives me an opportunity to gather lots of key facts and data.
I’ll take all your ﬁnance papers away to work on and develop a bespoke and efﬁcient accounts system.
We then discuss the most relevant KPIs that will maximise your business potential.
These KPIs are updated and delivered regularly – monthly or quarterly, to suit you.

My BOLD method

Breakdown I dive deep under the bonnet – every step of the accounts function is scrutinised and broken down.
Organise After I get to know your business inside out, I develop a unique new accounts system, offering a practical and workable new method.
Launch The bespoke system is implemented and launched into your business, giving you maximum efﬁciency.
Deliver Monthly ﬁnancial statistics will give you precise areas to focus on, enabling you to make conﬁdent business decisions – accelerating your business.

What does this all mean for you and your business?

It will stop any future guesswork on your part.

Peace of mind, knowing that every aspect of your business finances has been scrutinised, overhauled and is back on track.

You’ll receive regular and easy-to-read bespoke KPIs.

Once all the hard work is complete, we’ll regularly monitor, maintain and review.

About

I’m a no-nonsense, calm and dedicated financial professional. I love dealing with numbers and opening clients’ eyes to what is achievable with robust finance systems in place.

My approach is to understand you as a client, your business, staff and lifestyle.

This helps me dive deep into what you need from your finances, and how they can give you the life you want.

Adapting to change

Having run a solo practice since 2010 – there isn’t much that I can’t cope with. So it’s good to know that I’ve been described as unflappable, diligent and supremely organised.

And because the world of finance is changing faster than ever, you can be reassured that I’ll be on hand to help you adapt and systemise your financial practices – transforming the financial health of your business and also revitalising how you view your finances.

It’s not all numbers

As much as I relish geeking out over client numbers, taking some time for myself is crucial – this will likely see me going to the gym, practising my yoga moves or relaxing in a coffee house.

Jackie Fuller
Your personal Finance Director

Your personal
Finance Director

Transforming the financial health of your business