Services for Accountants
I spent 13 years as an adviser in a national chartered accounting firm.
Research, analysis and reporting tied up our people in building models, formatting reports, and checking results. And tax deadlines stopped project work in its tracks.
White label analysis and reporting services were what we needed. Calculations, graphs, formatting, and worksheets completed to our specification, ready for our commentary. No extra investment. No overheads. No WIP. No write-offs. Impressed clients.
- Gavin Wills
Advise, Don't Analyse !
Accountants and analysts have different roles to play in providing great professional advice. For the best results and the greatest productivity, accountants and analysts should work together.
Though accountants can be analysts, it is a waste of production time and scarce resources - particularly of senior accounting talent. It requires investment in systems and people. The work is a poor fit with time-based billing. Taxation and other deadlines interrupt and delay advisory projects. And it can be a risky departure from your firm's core strengths.
The Better Alternative
Wills Business Improvement offers 'white-label' research, analysis and systems services for accountants. White-label means that we can provide unbranded, final draft reports, ready for you to review, complete, brand, and issue to your clients. You receive all work-papers, calculations, and raw data. We guarantee that your client stays your client.
The key benefits for you include access to high quality, specialised research, analysis and systems expertise, without overhead costs for personnel, systems, and training.
Wills white-label services for accountants include:
| Financial Performance Reporting | Low-cost, high-value financial performance reporting system. It provides initial and ongoing periodic reports, customisable to each client's needs, with fast turnaround. Provides selected indicators from a suite of ratios, covering profitability, efficiency, cash flow, debt levels and return. |  |
| Client Operational Reviews | Efficient, on-site research to identify clients' strengths, weaknesses, opportunities and threats, and to support the development of strategies and an action plan to improve client businesses. | |
| Information and Systems Solutions | Design and implementation of straightforward databases and management information systems integrated with sound business processes and procedures. May also include the development of smart, interactive forms, websites, and web-enabled systems that support improved business efficiency. | |
| Precision Marketing | Statistical analysis of sales, client and market data to support improved decision-making and strategy. | |
| Project Services | Project management and team participation for change management projects, provision of training in business and financial management, conduct of business planning and feasibility studies, and development of special-purpose financial models. | |
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