The situation beforehand

The lack of up-to-the minute financial information was making some tasks extremely time consuming and troublesome.

The financial knowledge of their in-house team needed to be enhanced to enable them to produce detailed and robust financial information for forecasting and business plans.

They did not have a business adviser with credit union experience to guide them on financial matters and develop their growth strategy.

The success we've achieved

With Hallidays support they quickly implemented a new accounting package enabling them to produce quality management information efficiently.

Hallidays’ experienced team provided extensive training to develop the knowledge and skills of the in-house team. They can now confidently and efficiently produce robust management information enabling the credit union to confidently take action.

Hallidays participate in their quarterly board meetings providing expert financial guidance and up-to-date information on legislation and opportunities to drive the organisation forward.