The Scenario

Actech Recruitment is a Cheshire-based business providing technology and digital recruitment services.

The business was set up during COVID and had no previous experience of working with an accountant or advisor.

They clearly wanted more than a compliance-only accountancy service and we were happy to help!

How We Helped

The first task was to get the business onto a fully digital accounting platform.

Using Xero & Dext, we completely removed paperwork from the day-to-day, made sure all accounting records were digitally recorded, creating an efficient and stress-free accounting system.

We then worked with Anna to create business forecasts and targets for the first 12 months.

These targets were monitored against quarterly performance reports to keep the business on track during its early stages.

The forecasts were carefully tailored to what Anna ultimately wanted from her business, both personally and professionally.

We also used the quarterly reviews to generate tax estimates, to remove future surprises and manage cashflow more effectively.

Before the end of the first financial year, we were able to review the business’ profitability and effectively plan so that future asset purchases were accelerated, saving tax earlier, enabling the business to continue to grow.

What They Said

I started working with Elevate in the middle of the covid pandemic when I was setting up an SME recruitment start up without any business partners or investors.

I wanted a reliable accountancy service that understood my business and could offer bespoke, one to one, tailored support.

I have since grown a highly profitable organization that has well-managed finances.

Having an efficient accounting and finance system means that the business is able to run smoothly and effortlessly with James always at the end of the phone/email if I need him.

I have peace of mind that all financial, accounting, tax and VAT-related needs have been covered so I can take care of running the business without having any worries from an accounting perspective.

James has always gone above and beyond with his service, including more general business advice, discussing my goals and objectives so he can help me work towards them and also offering tonnes of advice and help whilst applying for a (very complicated) new mortgage application. This was made far less stressless thanks to his fast turnarounds with the necessary documentation and figures.

When I was researching accountancy services, I spoke to a few different companies and James was the person who seemed they would be most likely to go above and beyond with their service, and this has been exactly the service I’ve received.

I’m so pleased I decided to choose Elevate and would highly recommend them to anyone from start ups to well-established companies.

Anna Flynn – Director