Trust Share Discover

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TRUST . SHARE . DISCOVER our unique approach to determine whether we’re the right accountant for you 01242 583772 www.tayabalitomlin.com © Tayabali Tomlin 2015

Transcript of Trust Share Discover

Page 1: Trust Share Discover

TRUST . SHARE . DISCOVER our unique approach to determine whether

we’re the right accountant for you

01242 583772 www.tayabalitomlin.com © Tayabali Tomlin 2015

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Who we are Tayabali Tomlin is a multi-award winning firm of accountants that believes in striving for excellence by thinking differently, challenging the status quo and changing lives.

We work with some of the country's top entrepreneurs and owner-managed businesses and change their lives by helping them grow, increase profits, reduce tax bills and plan for exit. We change the lives of our team by challenging each and every one of us to excel in everything we do. And we change the lives of those less fortunate; locally through our association with various charities and around the world through our partnership with the global giving initiative Buy1Give1.

We are passionate about business and love helping entrepreneurs make more money and ultimately achieve their goals.

We typically work with owner-managed businesses with turnovers of between £1m and £10m*. Often they have hit a wall. Either they are not earning the profits they deserve or are paying too much tax. They may be growing too fast and suffering from the age-old cash flow issue or perhaps the business has stalled and the owners don't know how to scale past the traditional barrier points.

There is a proven process that has worked for hundreds of firms and it has at its core, three simple steps.

*We also work with high-growth start-ups, those under £1m with big plans and those over £10m (where they may need a Big4 firm to sign their audit report but continue to use us as their trusted advisers).

Trust We’re qualified, regulated, members of the Institute of Chartered Accountants in England & Wales. Accountants are one of the most trusted professions in the UK. Trust is at the heart of our relationships with our clients and it must work both ways. But trust has to be earned.

That’s why it’s important for us that we start to develop trust from the very start of our relationship with you.

When you are ready, we will schedule a telephone, Skype or Zoom call with one of the partners of the firm. During that call we will identify the

types of services you are looking for, what you are getting and not getting from your current accountant, start to understand your business, its issues and your concerns. We will explain the work that typically we do with similar clients and what we believe we may be able to do to help.

If you are just looking for an accountant that will only prepare your annual accounts and tax returns, then it’s unlikely we will be right for you. However, if you are looking for one that will meet you regularly to truly understand you, your business and its needs, work with you to develop your business and financial model, help you develop a management control plan to grow and increase your profits, reduce your tax bills and help you maximise your and your family’s wealth - then we may be right for each other!

Share We only work with businesses for whom we can create significant value. We’re looking for a long term partnership with you, one where we are a profit centre and not just a cost. So it’s important that we get enough information from you to be able to determine what we can do to add value. At the end of the call, if you trust us enough, and we you, we will ask you to share with us your most recent full financial statements together with any recent management accounts and budgets/projections (if you have them).

We will use that data to undertake a detailed competitor analysis, to see how you compare, where you are performing well and where you could improve. We will also benchmark your data against industry and business norms and run your numbers through our diagnostic software to see the profit improvement inherent within your business. We will look at the structure from a tax perspective and all the potential tax saving angles.

01242 583772 www.tayabalitomlin.com © Tayabali Tomlin 2015

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Discover Once we’ve done the hard work on the numbers and looked at the various tax angles, we will come up with some particular strategies and ideas that we think will work for you.

We will arrange a meeting, talk through those together in detail and you have then got some pragmatic recommendations. We will also discuss with you what we can continue to do to add value to your business. This meeting and everything up to this stage is completely free and without obligation.

If, after that, you would like to discuss working with us, we will go through how we could work together, how we operate, our menu of services and associated fees. We operate a strict no surprise fee policy. The vast majority of our services have fixed fees. For those that do not, we will always agree fees and scope with you in advance of doing the work.

We believe that every client is an individual and therefore create bespoke packages that meet their specific needs. Fees are paid by monthly direct debit (or, in the case of transactional work - agreed stage payments, also by direct debit). To get the conversation started we do have bundles of services that our clients frequently request.

The types of services we offer Just a taster of some of the services we offer beyond purely accounts and tax returns:Strategic planning – analysing where you are now, identifying where you want to be and conversion into key and achievable strategic objectives and financial plansBusiness Model analysis and innovation – working out how to create and deliver value to your target marketIdentifying Key Performance Indicators (KPIs) and helping you install systems to measure and monitor the numbers that really matterBusiness planning, budgeting and cash flow managementChief Financial Officer (CFO) supportPreparation of management accounts, explanation of the numbers and comparisons to budgets One-Page Plans – a summary of KPIs to share with your management teamFinancial performance reviews, competitor and sensitivity analysis – working out the profit improvement potential inherent within the companyBusiness coaching and mentoring Entrepreneurship education programme - helping you build a business that works!Boardview – helping run structured board meetings at appropriate intervalsCustomer advisory boards – finding out what your customers really think and what they are looking for

Contact us We’re an SME that specialises in SMEs - we understand your needs and believe that you deserve to be served by experts who can guide you painlessly through the maze of business opportunities and pitfalls. We will show you how to succeed - not just how to do your accounts. We don’t believe in theoretical advice - we will give you practical help and advice based on over 75 years of management experience at the very highest levels in and for businesses of all sizes.

If you want to get the most out of your business, you need to talk to us today!

01242 583772 www.tayabalitomlin.com © Tayabali Tomlin 2015

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What our clients say about us Tayabali Tomlin offer all the services you would expect from a first class firm, what makes them different is how they do it. They are real people, who have a genuine desire to make it happen. They listen and then provide tangible advice that supports your objective. Once agreed it feels as though they are as committed as you to making it happen. What more would you want! Stella Barnes, mydoodah

An entrepreneur needs an entrepreneurial accountant. Tayabali Tomlin is just that – dynamic, focused and with your aims and ambition in mind, they are THE choice for ambitious businesses.Kate Lester, Diamond Logistics

Tayabali Tomlin have all the characteristics we needed at a crucial time; creativity, reliability and expertise.Grant Mckerron, Chorus Law Group

In the Accounting field there are those who get quite satisfied with what we might call ‘reporting on history’ – effectively telling the client what happened. Tayabali Tomlin is NOT one of those firms. The team is very clear that their contribution is to help selected clients actually create history. They do that by working with them applying leading-edge ideas – ideas that really do make a real difference. Equally important, the firm is itself at the leading edge in constantly exploring new ideas, new technology and new ways of doing things. And on top of that, they’re what Australians like me refer to as ‘bloody good blokes and sheilas’ Paul Dunn, B1G1 Business for Good

We moved to Tayabali Tomlin in November last year. The value that Aynsley, Paul and the team have provided to me and the business has been enormous. Not only have they fixed our reporting, they have also tackled a lot of the operation rigour and I wish, dearly, that I’d had that level of support and service from my previous accountants. They personify all that an entrepreneur could ever want from his/her accountant. They understand the way entrepreneurs think and operate and they are very proactive. Nigel Botterill, Entrepreneurs Circle

Everyone in the firm seems to know what’s going on in my business - in fact they know more about what’s going on than I do! Ian Ungless, Thermo Electric Devices Limited

There are accountants out there and there is Tayabali Tomlin. Thank you for being so helpful, encouraging and quite simply brilliant for my business. There are no limits to how awesome the team are. Nathalie Danon-Kerr, The Vici Language Academy

01242 583772 www.tayabalitomlin.com © Tayabali Tomlin 2015