bni presentation 22.07.11
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Copy of slides from 10 minute presentation todayTRANSCRIPT
BNI Presentation
21st July
Simon Murrison
The Firm - Our Philosophy
Our client base consists predominantly of owner managed businesses with challenging demands and changing requirements. We are committed to providing all our clients with the best professional and commercial services.
About Gilliland & Company
Set up about 23 years ago
3 partner firm until I joined in Jan 2011
Now 5 partners – Bruce Wilson, tax partner from Campbell Dallas in March 2011
About 15 members of staff in total
All services headed up by a partner – huge reliance on client / partner relationships
About me!
Qualified as CA in 1997
Joined a 3 partner firm in 1999 & became partner in 2005
Joined a multi-national firm in 2009 as partner
Returned to smaller sized firm in Jan 2011
Entire career spent dealing with start up to medium sized entities
How to Approach the bank for funding
How to Approach the bank for funding
Be prepared before you approach the bank
How to Approach the bank for funding
Typical client?
Bank referral – Feb 2011, due to lending criteria
Bank needing man accs – first period of trade – no year ends!
Corporation tax – capital allowances
Management accounts / budgets – to Jan 2012
VAT returns & payroll
Compliance Work
Year end accounts
Tax returns – sole trader, partnership & limited company
Audit work
VAT returns
How can you get me referrals?
Why am i different? Cashflow problems / problem with bank
Paying too much tax - structure
Person had a surprise – can predict tax up to 21 months in advance
Not feeling loved – will see clients monthly not annually
VAT registration issues
How can you get me referrals?
Why i am different? Taking on staff for the first time
Wants key drivers to help understand their business
Wants someone to help map out the numbers for going forward
Wants someone to help monitor progress
Applies to all sizes, start up to large SMEs (nothing too small)
All entities - Sole traders, partnerships & limited companies
