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The Profiles
QUALIFICATIONS HND Accountancy / part-qualified CIMA BA (Hons) Business Studies CIMA
TERRITORY Edinburgh (West) Staffordshire & South Cheshire Manchester (East)
DATE JOINED April 2007 October 2007 April 2010
PREVIOUS ROLE/SECTO Financial Controller, Catering Industry General Manager, Automotive Industry Financial Director, Telecoms Industry
REASON FOR LEAVING PREVIOUS ROLE Wanted to be in control of my own destiny Wanted to use my experience working with the SME market The catalyst was the sale of the business and subsequent restructure
REASON FOR JOINING 8020 It tied in with my experience and strengths; I could really see a market for it I liked that it was a professional, customer focussed, flexible, and small group network The support that the network offered to me - and ultimately the services provided to clients
CURRENT CLIENT PORTFOLIO 18 clients: a cumulative turnover of £14.5m and 250 employees 9 Clients: a cumulative turnover of £5m and 34 employees 7 clients: a cumulative turnover of £4m and 120 employees
DO YOU HAVE OFFICE / STAFF? 1 office / 1 full-time member of staff and 2 part-time Home office / no staff Home office / no staff
THE BEST BIT ABOUT BEING AN 8020 FD? The knowledge that you are of real value to your clients Giving clients a vision, reducing the stress, helping them to solve problems and facilitate informed decisions Implementing 8020 systems and controls and getting a new client’s finance function running efficiently...
WHAT’S THE WORST BIT ABOUT BEING AN 8020 FD? In the early days I had to plan my holidays around end of month deadlines – but now I can delegate that! Balancing a growing business with my personal life ... the disproportionate time taken to get under the skin of some new clients and unravel the numbers
WHAT ONE THING WOULD YOU SHARE WITH SOMEONE CONSIDERING JOINING 8020? It’s not a get rich quick scheme – however having put the hours in the rewards are there for the taking Focus in the early days on growing your network, Stay focussed and never say no! Those first few months can be tough, not knowing when and where your first client will come from, but have faith and stick to the model