Wimbledon Bookkeeping Case Study: Hartley Fowler Accountant

Why Hartley Fowler needed help from Cain & Co. Bookkeeping Services UK

Julien Upson is a senior partner of Wimbledon-based Accountant, Hartley Fowler. One of his clients had a situation where their full-time financial controller left suddenly, and they needed immediate support for an upcoming board meeting.

The directors and shareholders required management accounts to be prepared and presented to the board at this particular meeting. These accounts enable board members to make informed financial decisions based on actual figures.

Julien chose Cain & Co. to help because we had previously provided Bookkeeping Services to him and had been impressed with how we worked together.

How they knew about Cain & Co. Bookkeeping Services UK

Julien had known Paul Cain for many years, having met via networking, with many contacts in common. He had called upon Paul for various Bookkeeping tasks, so knew he could get in touch for this urgent situation.

How Cain & Co. Bookkeeping Services UK helped

Initially, Paul Cain met with the client to assess the situation, understand their needs and provide an action plan for the best possible solution.

When the client and Paul agreed on a structured plan, Paul returned to see Julien and began updating Julien’s client with their Bookkeeping, before updating the management accounts for the forthcoming board meeting. These accounts were passed on to Julien, ready for him to present to the directors and shareholders at the board meeting.

Client outcome

Julien’s clients were so pleased with the quality and accuracy of the management accounts Paul had worked on that they asked him to provide cover for three days a week for the next 6 months until they sourced a permanent financial controller.

Paul worked at the clients’ offices, supporting the Bookkeeping and setting up new systems and processes to streamline and create time efficiencies.

We offered an instant solution to Julien’s circumstance, providing full Bookkeeping and Management Accounts for his client.

Julien said:
“I continue to recommend Cain & Co. to my clients and business associates needing financial management assistance.”

Paul said:
“We now look after a software company, a large sweetshop a science event and conference organiser – all introduced to us by Julien.”