Lisa
Ferguson

WHO I HELP

SMEs. Family Businesses. Owner Managed Businesses. Sole Traders. Partnerships.

HOW I HELP

I guide and advise clients while they embark on their digital strategy, providing technology solutions for their business.

SECTORS/SUPPORT

Construction & Property. Leisure, Retail & Hospitality. Professional Services. Technology.

“SOLVING YOUR BUGBEARS.”

Lisa Ferguson is a Digital Advisory Manager based in our Stirling office. Her role involves advising clients on their digital strategy, aiming to enhance the systems they use to create efficiencies which in turn provides clients with tools to make conscious financial decisions. Lisa also promotes digital advisory throughout the firm to maximise the benefits of digital technology available to staff, assisting and training staff on system reviews and implementations.

BUILDING STRONG CLIENT RELATIONSHIPS

“For me, an ideal relationship with a client is based on clear communication and trust. I strive to create an environment where clients feel like I’m an extension of their team. This approach helps to ensure we’re aligned on goals and expectations, and it allows me to work directly with decision-makers. It’s incredibly rewarding to see how our collaboration leads to solutions that save time and create real value for the business.

One of the most satisfying aspects of working with clients is being able to solve their “bugbears”—the things that slow them down or cause frustration. Finding the right systems and solutions to alleviate these pain points is what motivates me, particularly when the result is a more efficient and effective operation. Internally, I find satisfaction in helping my colleagues enhance their knowledge of digital systems, empowering them to work more efficiently and confidently.”

TECH-ENABLED, BUT BALANCED

“AAB is known for being a tech-enabled business, and in my role, I aim to find the right balance between virtual and hands-on interaction. There’s no doubt that virtual meetings have their place, particularly when it comes to providing quick answers or supporting clients across multiple locations. However, when it comes to more complex projects, there’s real value in being on-site. Visiting a client’s business in person allows me to gain a deeper understanding of their processes and build stronger relationships. Ultimately, my approach is to listen to the client and adjust to their preferences, whether that means virtual or face-to-face interaction.”

THE CHALLENGES AND EXCITEMENT OF A DIGITAL WORLD

“The digital landscape is constantly evolving, which presents both a challenge and an opportunity. Staying up-to-date with the latest systems and technologies is a crucial part of my role, but it’s also what keeps things exciting. I’m particularly passionate about further developing the digital advisory team at AAB. There’s a real opportunity to build confidence within the team and scale our offering, ensuring that we remain at the forefront of digital advisory services.”

COLLABORATION IS OUR SUPERPOWER

“One of AAB’s core values is collaboration, and I see this in action every day. In digital advisory, many of our clients come to us through referrals from other teams within AAB, such as audit or tax. During system transformation projects, we often uncover additional areas where clients need support, like VAT or payroll services. This collaborative approach allows us to deliver a comprehensive service to our clients, ensuring that every aspect of their business is considered and supported.”

STRENGTHS I BRING TO AAB

“One of my key strengths is my “digital-first” mindset. I’m constantly looking for ways to enhance traditional systems and processes, helping clients and colleagues alike move beyond the mindset of “this is how we’ve always done it.” I enjoy being a people person—working closely with both staff and clients to understand their needs and build their confidence in digital systems. Honest feedback is essential to growth, and I’m always open to hearing how we can improve to deliver the best possible outcomes. Additionally, I thrive on sharing knowledge and fostering a growth mindset within the team, which naturally builds confidence in our digital advisory services.”

FEEDBACK THAT DRIVES SUCCESS

“One of the greatest compliments I’ve received from a client was about going above and beyond to ensure a system was successfully converted and implemented, even in the face of unforeseen obstacles. Hearing that the work I’ve done has saved the client time and allowed them to shift focus from mundane tasks to strategic decision-making is incredibly rewarding. Knowing that I’ve made a difference in a client’s operations is what drives me to continue delivering the best service possible.”

CLIENTS ARE OUR PASSION

“At the heart of AAB is our commitment to helping clients achieve their goals. My role in digital advisory plays a vital part in this mission by ensuring that our clients have access to the technology and systems they need to succeed. I’m proud to be part of a team that continuously pushes the boundaries of what’s possible, always with the client’s best interests in mind. Whether it’s saving time, improving efficiency, or enabling more strategic decision-making, my focus is on delivering value to our clients at every step.”