30 years’ of inspirational expertise
We know statutory and internal auditing inside and out, and are dab hands at producing quarterly and annual returns. We can assist you with business plan preparation, facilitate meetings with other grant funders, and act as a virtual board member - where we are engaged on an ad-hoc advisory basis rather than statutory auditors.
Our clients regularly score us over 90% in feedback, both because of our ongoing support and money back guarantee. Our fixed fees mean we don’t charge you on a timesheet basis, so you don’t have to worry about how many times you pick up the phone.
We were involved in the formation of the UK’s first police credit union in 1986, set up by a group of Greater Manchester Police (GMP) officers and a Hallidays partner. The £125 that was used to set it up has now transformed into one of the UK’s largest Credit Unions. This is just one small example of why we’re so much more than accountants.
Understanding and preparing a strategic plan can be daunting. Our strategic sessions let the main decision-makers agree collectively on a plan, with us acting as a facilitator. We’ll help you understand strategy, set your vision, review your strengths and weaknesses, and set key strategic objectives.
Business One Page Plan (BOPP)
In our BOPP sessions we use strategic objectives to identify the financial and non-financial key performance indicators (KPIs) of your credit union. BOPP is a clever monitoring and action tool which ensures activities achieve your KPI’s and move you toward your strategy.