We can shout from the rooftops about how great we are, but may be we’re a little biased! So here’s what our customers are saying about us…

Case Study: Empowering Business Growth with My Finance Team

Client: Dualtron UK

Industry: Electric Scooters

Year: 2017 – Present

Background

Since 2017, my finance team has served as more than just accountants for Dualtron UK; we’ve been their dedicated finance and business partners, supporting their growth every step of the way.

Challenges

Dualtron UK needed expert financial guidance to:

• Develop a comprehensive business plan and financial forecast.
• Secure the right insurance tailored to their industry needs.
• Obtain loan approval to support their expansion.
• Gain a clearer understanding of their monthly financial performance and make strategic decisions based on real-time insights.

Solutions Provided by My Finance Team

1. Business Planning & Financial Forecasting
   We helped Dualtron UK craft a robust business plan and financial projections, providing a clear roadmap for sustainable growth.
2. Loan Acquisition
   We helped Dualtron apply for and secure funding which ensured they had the necessary capital to scale their operations.
3. Monthly Performance Reporting
   Each month, we provided detailed financial performance reports, comparing current metrics with previous months to highlight key trends and areas for improvement.
4. Cost Optimisation & Cash Flow Management
   We consistently offered strategic advice to help reduce costs, increase cash flow, and make the business more stable and resilient.

Client Feedback

Since 2017, my finance team has been much more than just an accountant for our business. They have been our trusted financial and business partners, helping us every step of the way; from developing our business plan and forecasts to securing funding to support our growth and expansion. Their advice on minimising costs and improving cash flow has been invaluable in ensuring our business remains healthy and sustainable.

The team is incredibly dedicated, always responsive, and consistently delivers on time. A big thank you to the entire team at my finance team for their support.

Results

Thanks to our partnership, Dualtron UK has:

• Strengthened their financial infrastructure.
• Secured funding for business expansion.
• Achieved better cash flow management and cost efficiency.
• Received timely financial reports that inform better decision-making.

At my finance team, we’re committed to helping businesses like Dualtron UK thrive by offering personalized financial expertise and proactive support.

Case Study: Streamlining Financial Reporting Across Multiple Sales Channels

Client: Solskin

Industry: Ecommerce / Skincare

Year: May 2023 – Present

Background

Before partnering with my finance team, Solskin faced significant challenges with consolidating financial data from multiple sales channels and having a clear and true view of what was happening in their business.

Challenges

Solskin required a solution to:

• Consolidate financial data from multiple sources such as Shopify and TikTok into one centralized reporting system.
• Streamline inefficient reporting systems.
• Help translate complex financial information into actionable insights so the founders could make better decisions on how to grow and improve business performance going forward.

Solutions Provided by My Finance Team

1. Data Consolidation & Dashboard Creation
   We integrated all of Solskin’s financial data into a single platform and created a series of dashboards that provided clear, real-time insights across all sales channels.
2. Streamlined Reporting Systems
   By simplifying and automating their reporting processes, we helped Solskin gain a deeper understanding of their financial metrics, allowing them to make informed, data-driven decisions.
3. Strategic Quarterly Meetings
   We introduced quarterly strategy sessions to review business performance, identify areas of improvement, and create a clear action plan for moving the business forward.

Client Feedback

“My finance team helped us achieve clarity on our key performance indicators, transforming our financial information into actionable insights that have significantly improved our ability to make informed decisions. The strategic support and insights Matt has provided has helped us understand the numbers and what we can do better. Ultimately, this has allowed us to fully rely on their services for everything we need rather than having to hire and train staff ourselves.”

Results

Solskin has:

• Achieved a streamlined, consolidated view of business performance across multiple channels.
• Improved clarity and decision-making through simplified reporting processes.
• Driven measurable business growth through quarterly strategic planning sessions.