Our Approach
- Prepare quarterly board reports and meet with the Board to review KPI's and future plans
- Prepare annual financial projections – profit and loss account, balance sheet and cash flow and correspond with the bank on clients behalf
- Review current cash flow, projections and banking covenants regularly and challenge management where appropriate
- Tax planning advice for both the business and for management team as individuals
- Prepared presentations and held discussions with the bank for refinance arrangements
The Benefits to the Client
- Project managed refinancing and projections projects from start to finish on behalf of client to ensure management team remain focused on day to day operations
- Peace of mind for client as AAB provided commercial advice given experience in dealing with transactions with banks on other projects
- Regular contact from AAB to ensure projects are kept moving forward
- Improved efficiencies internally in finance and admin function
- Successfully refinanced banking arrangements
The Plus Factor in Action
- We helped our client make money by reviewing their costs, looking at different finance options ad providing proactive taxation advice.
- We saved our client time by producing quarterly board reports and liaising direct with finance providers on the clients behalf.
- We gave our client peace of mind by having regular meetings with the client so they understood the numbers.
- We supported them now and in the future by continuing to provide up to date financial information and providing advice to help the future profitability of the business.
