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Oaklea Accountancy profile image
O

Oaklea Accountancy

Berkshire

A full service accounting and financial management practice for SMEs including: Company Formations Business Planning Financial Modelling Equity & Debt Fundraising Portfolio Finance Directors Full Book-Keeping Service Company Secretarial Services Cash Planning and Management Management Accounts and Reporting Budgeting VAT Management and Filing Annual Accounts Filing Corporation Tax Management and Filing Payroll

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Hear from
a professional

What do you love most about your job?

I enjoy the satisfaction of developing a client's financial function to the point where the accounts are accurate and the management information reflects the reality of the business and forms the basis for credible decision making.

What inspired you to start your own business?

It evolved from an amalgamation of all of my skills, 30 years experience in commercial financial management, time spent as an Angel investor and fund raiser, financial modelling using industry leading techniques, a number of years as a portfolio finance director and preparing and filing annual accounts and CT600s.

Why should our clients choose you?

I am mobile, flexible, home based so cost effective. I get on well with people and am conscious of the concerns that incumbent finance staff may have when a finance professional arrives. I take the time to understand the dynamics of the client company and its culture. I add value to the organisation, and usually save more than I cost. As an example, by generating credible and informative management accounts and KPIs a clients margin went from 42% to 54% for no other reason than the areas of overspent and inefficiency were now visible.

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Reviews

4.83/5.00

based on 9,574 reviews

Joe has been supporting me and my business for 9 months and I cannot sing his praises enough. He is obviously competent but what makes Joe special is the time he has taken to understand our business model and to make suggestions, adjustments and give real advise that has propelled our business. He has been dynamic, calm, caring and nothing has been too much trouble. He has also really take the time to explain/ go through his workings and empower the team so that we can actually use the model/ work ourselves. I couldn't recommend Joe more highly!

08 Feb 2024

They have a deep understanding of how operations are driven by finance and able to build working relationships across the business at all levels driving the company forward

07 Feb 2024

We have loved working with Joe over the past few months. His assistance in helping us with cash flows and financial models, for both internal and external use, has been invaluable. He is incredibly diligent and has an impeccable eye for detail. He been an incredible asset to us and he is an absolute pleasure to work with! Couldn't recommend him more highly.

07 Feb 2024

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