Here's what my clients have to say:
What Julia does is different. Most accountants show you where you have been. Whereas she uses that same information to help you see where you are going and how to get there. What risks to be aware of and what things to do to achieve your goals.
Julia Leask of Leask Accountancy Solutions has supported us through a difficult few months of transition during the restructuring of the business
Stop Digging Ltd is owned by the Swedish parent company Sluta Gräv AB and in March 2018 there was a need to change ownership (Sluta Gräv took over 100% of the shares). It was necessary during this period to replace the Managing Director twice. Julia re-joined as financial support based in UK during this turbulent time.
Julia had been the financial support to the original MD and acted professionally when he was removed at the end of March. The second MD (appointed in March and then resigned a few months later) had his own accounting function within his own business and Julia handed over all necessary work and information in a very professional manner.
Julia was and still is the main reason why the transfer back from the 2ndMD went smoothly. She has taken care of all legal and financial matters regarding Stop Digging Ltd. In my role as CEO of Sluta Gräv, based in Sweden, it is of outmost importance to have a person like Julia as a support and as a sounding board. She works very effectively with my team in Sweden and was key to correcting the UK stock records to tie in with the actual stock counts after several relocations.
During the past few months she has supported us she has, in addition to the above, managed to updated Companies Houses, set up a new virtual office, made the arrangements for new postal and registered business addresses, supported in the financial clarifications with Stop Digging bank (Handelsbanken), corrected the late VAT return, proposal of debt collector to solve some unpaid invoices, liaised with former MD company to collect all required documents and data. Reviewed all mail and handling regarding that included bank cheques from customers as well as maintaining business system Xero (this included updating the financial system for the period it had not been maintained). The reviewing and correcting of information from the period when the former MD should have managed the business are other topics she has handled.
She has a very responsive approach to urgent requests and the introduction to potential new customers are “icing on the cake” to the many skills and benefits of having Julia working with us.
I am very happy to have Julia in my team in UK and would have no hesitation to give my personal recommendation and testimonial to anyone in a need of a remote professional financial support based in UK.
Julia gave us peace-of-mind regarding our overdraft facility. Her engagement was good: several visits, regular email and telephone contact. I would recommend her for high level management information and professional ability.
Managing Director Translyft Lifting Technology
"In preparation for Making Tax Digital we, at TAGTax Limited, wanted to make sure we were embracing the digital era and taking advantage of the ability to streamline our records across the business, which is a benefit of Xero. We wanted to leave behind the frustrations of stand alone systems and tap into the ability to forecast cash flow in real time, use direct bank feeds for reconciliations, submit VAT returns directly and have the ability to manage our business at any time, in any place from anywhere.
Julia was very efficient in working remotely with the team to ensure that on boarding to Xero was successfully achieved, she was always at the end of the phone or email in response to all of our queries. Our external bookkeeper was effectively trained in using Xero, so much so that we have taken her on full time. Some of the successes of this ledger conversion have included the simplification of our invoicing process and we can now see a snapshot of the business’s activity daily from the Dashboard which helps to support our decision making. We are very happy with the results and would recommend Julia and give her a testimonial to help other businesses to convert to Xero."
Mark Allen FCMA CGMA MIMC, Director, TAGTax
"From our initial meeting I knew Julia would be key into taking my business to the next level. I was in a place where I desperately needed key intelligence within the sector to help me build my business.
Julia’s vast experience helped me take control of my finances and immediately made me feel like a weight was lifted off my shoulders. That piece of mind is invaluable. Also her help with pointing me in the right directions for to gain further key expert advice from specific segments of business like the Aston growth program was the reassurance I needed to remind myself - I can do this."
- Gurpal Virdee, Director, The Gym Chef Food Company
"All looks good now since I have been working with Julia and her wider network over the past few months. We have a much better idea of what the financial situation is and what needs to happen.
We have an experienced bookkeeping service to deal with day to day finance duties and successful credit control activity to bring in overdue revenue. My team have been challenged about their spending and providing supporting documents to assist in VAT Return submissions. Our ledger is now restructured and tidied to automate, share data and stop duplication of effort
Regular reporting and forecasting helped the decision making process when we needed to secure alternate ways of financing to help cash flow."
Phil Hynes, Director - HeadTech Solutions
Julia has often demonstrated a desire to go "above and beyond" on behalf of our business. Linking with the Chamber of Commerce, potential funding opportunities and giving guidance on suppliers through her network - printers and vehicle leasing partners, for example.
It is still early days for Stop Digging Limited, but it is clear that Julia shares our enthusiasm and desire to grow our company. I would not hesitate in recommending Julia Leask to other business proprietors. "
- Darryl Gregory, Director, Stop Digging
- Fraser Bairstow, Director, Ark Farm
- Robert White, Chairman at Midlands Training & Development Ltd
- Clare McKenzie, Associate Director at Midlands Training & Development Ltd
I met Julia at a networking affair and was very sceptical due to the confidentiality linked with money matters. All my concerns have now gone since we included Julia into our team, who has become very proactive on our behalf, we now get day to day information, advice and reminders of bill paying, also we pay as we go and that helps our cash flow. She has become a very important link in our team.
Richard Sheerman, Director, ColourCraftCov Ltd
"Over the past 2 years Julia has been monitoring our Management Information. After she highlighted a down turn in our profits we decided to stop offering traditional printing which is very labour intensive with poor profit margins. The sale of the old printing press has boosted our cashflow enabling us to develop our digital print and T-shirt printing businesses. With this change in production a new digital printer was needed, Julia was instrumental in providing the comprehensive Management Information to support the required financing. Julia has often questioned our expenditure and challenged our usual way of working. As we do not need the large premises that we use we are in the process of selling it to move to a smaller unit. This will reduce our monthly outgoings and also enable us to relocate to an area where we will have more walk in business. Julia has regularly introduced us to local advisers, e.g. Phil Peak from the Coventry the Clearing House. After meeting up with Richard Warren from the Chamber of Commerce we have obtained a Marketing Growth Voucher and are currently working on our strategic business plan. Additionally, after finding out about the Coventry and Warwickshire Incubation Programme we have accessed some free training to further develop our social media and digital marketing skills. In short, Julia has not only provided the essential all round accounting knowledge and experience that we needed but she has also been able to apply her commercial acumen to our specific needs. I would have no hesitation in recommending her to other businesses. "
Chris Pearson, Director, ColourCraftCov Ltd
- John Booth MBCS, Carbon3IT Ltd
- Rachel Booth, Carbon3IT Ltd
- Miriam Bannon, All About People Ltd
- Damien Isaak, PetsGo
- Jude Jennison, Leaders by Nature Ltd.
"Julia has been for me since setting up my own business a mine of information. Totally reliable and always at the end of the telephone to answer any queries I have had. Extremely supportive of me and my business and has introduced me to some amazing people that I am now working with."
Jo Crick, Crick's Homemade Preserves