Jodie Hill Thrive Law
“Julie goes way beyond the numbers: she knows what it takes to make a business a success.”
Julie and I met last summer, initially to see how we could refer business to one another. However, when she told me more about Not Just an FD, I saw a way that she could help me. It’s safe to say my strengths don’t lie in numbers. I’m a solicitor, and I’d started a new employment law firm, so it was necessary to apply for a grant to grow my business and help with marketing, a website, and equipment purchases. I also wanted to apply for a BEF start-up loan. My business plan needed a forecast, and that’s where Julie stepped in. I never knew it was an option to have a part-time FD. It makes having an experienced financial director on your team an affordable option for a start-up. As soon as I met her, I knew I wanted that FD to be Julie: I was impressed by her professional yet personal approach. She put me at ease from the moment we spoke on the phone, so we developed a strong working relationship from the outset. Julie’s more than just an accountant: she’s managed a business, so she gets how to run a company and make it successful.
“She’s taught me to understand what my numbers mean, so I can run my business with greater confidence.”
There was a fair amount of to-and-fro to meet the lenders’ requirements for my grant application, but Julie was incredibly helpful. After she guided me through the initial funding process, providing forecasts the lenders were happy with, I retained her services. We meet on a monthly basis to cover a range of reports and management statutory accounts, comparing company performance to forecast and discussing ongoing financial strategy, such as staff hire. Essentially, Julie’s teaching me accounting!
Together, we cover all the forecasting for my business plan. Julie does my monthly balance sheet, all reporting, and profit and loss accounts. She makes me focus on my figures on a monthly basis and she keeps me on track, even answering my calls, texts, and emails when she’s not in the office. She truly goes above and beyond.
“Julie’s given me a new confidence to make financial decisions for my business, and I know I can ask for her help.”
Working with Julie has given me the confidence to make not only my own financial decisions, but also to challenge others on financial concerns. I’d never have questioned such things before working with Julie, as I wouldn’t have had certainty in my figures. Now she’s there as my sounding board, it gives me the assurance I need to tackle any issues.
With transparent, fixed fees, I know where I stand so Julie can clearly let me know what’s needed, and at what cost. She supervises and critiques financial decisions as part of her monthly reporting, spotting mistakes I’d never have seen and truly adding value.
I couldn’t have completed my business plan without Julie’s input. She’s an asset to my firm and I look forward to working with her each month as my business grows.