A highly experienced senior team member will be your sole contact (see team profiles).  They are responsible for the successful delivery of our work, including the seamless transition from the incumbent provider and delivering our promise to reduce costs, increase cash and provide a return on your investment.

The decision to outsource any function to an expert should lead to a business owner being better informed and feeling more in control.  There are many reasons why this is often not the case but the following are recurring themes:

• A reluctance to change provider
• the reliance on the “expert” and not knowing how to review the service or its output
• Unreliable output caused by:
  • a highly automated outsourced service which lacks the flexibility often required by SMEs
  • unskilled staff processing the client’s data

The output from outsourced services should increase the accuracy, relevancy, frequency and volume of information available to the decision makers.  Consequently,  the information must be relevant to your business and hence why our services and output have to be tailored.

To understand the way you work,, your priorities and the challenges faced by your business, we need to “walk the walk”.   We invest significant time reviewing your business and meeting the people.   We are confident of the short and long term impact of our work.  We provide so much more than the traditional definitions of our services.  We create partnerships with our clients, relationships based on trust,.  These partnerships are underpinned by frequent  and honest communication  which in turn ensures that the client feels in control. 

We pride ourselves on being proactive in our advice.  Forward thinking helps protect our clients and minimises the need to be reactive.  We always strive to adapt our services ahead of change.  The onus is on us to ensure that we are up to speed with upcoming or unexpected changes and issues. 

It is important that we are transparent with you and manage expectations.  Your core business, the business your clients see, will not be disrupted.  We work hard to minimise any impact and do this by understanding your business bottom up. 

We build up our knowledge in the most efficient way

We understand the sensitivity around confidentiality and ensure that we sign a Confidentiality agreement before we start – this means we cannot share any information related to your business.   

All good outsource providers invest time upfront getting to know the business.  

We want to assure you that we will only do what you are comfortable with. The key objective of this initial review is assessing whether we can add real value to your business (whether that be through removing unnecessary cost, changing provider, improving service, sourcing funding, improving the information on which you make decisions etc).

This initial review focuses on understanding your overheads. We do not need to see customer names, terms or pricing, plans or any other potentially information.

We usually do these initial reviews in half a day.  

When businesses have used their existing providers for years and no major issues have arisen, understandably, changing provider is not a priority.

We do not want to add to the pressure of running a business and therefore we only take on new clients where we know we can add value and improve the status quo.

Getting a fresh pair of experienced eyes, at no cost, to carry out a review is always useful.  

The cost of outsourcing has to be proportionate to the individual business, hence it is key that the service we provide is tailored to your needs.  Some of you clients pay a fixed monthly fee which covers a menu of services, others prefer to cherry pick specific services.  

We ensure that our pricing suits your business and offers an improvement on your current situation.

We are so confident in our services and our ability to help make your business more efficient and boost the bottom line, that we offer all potential new clients a free initial review.  Challenge us to find cost savings for you – there is no down side to embarking on this review.

What do we mean by “cost neutral”?  Finding cost savings must benefit you.  Unfortunately, we see advisers adding cost to their clients regardless of the level of success – we only proceed with businesses where we believe we can add value.  Therefore, we are happy to only raise fees upon identifying and implementing cost savings.  Our fees are proportionate to the amount saved.