Success Story

Supporting a Credit Union to Grow

Blues and Twos needed a business adviser to improve their management information systems and train their team so they could confidently take action to grow their organisation. Here’s how Hallidays helped...

Before

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.

After

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.

Outcome

With Hallidays support and business advice, Blues and Twos have grown substantially. A close working relationship and regular meetings with Hallidays ensures operational activities run smoothly resulting in a great service.

Blues and Twos have peace of mind that their organisation can confidently make decisions based on sound advice and robust business intelligence.

Blues & Twos' thoughts…

Hallidays have been our auditors and business advisers for many years and have assisted us during this time with purchasing new credit union software, assisting with our business plan and the associated projected figures. Hallidays also continue to act as our virtual board member advising us on matters via a quarterly meeting, this is found to be an invaluable process for the ongoing success of the credit union.

Vicky Harrison General Manager, Blues & Twos Credit Union
Awards