We produce financial information during the financial year, including management account packs and KPI data, for our clients to inform them on a timely basis how their organisation is performing. We also help clients enhance their existing financial reporting packs in order to provide key data to investors and other stakeholders. This work will also typically include improving the efficiency of data upload from the client’s reporting system into the pack.
Accurate and relevant financial reporting provides real time information about how a business is performing and allows our clients to make key commercial and strategic decisions.
Financial Analysis and Planning
We work with our client to analyse financial data and interpret this to enhance the accuracy of forward planning and forecasting. We also assist with detailed variance analysis, in order to understand variances to budgets and prior year.
We are responsible for preparing and updating operational models in support of bank reporting on infrastructure transactions across sectors. The highly geared nature of these transactions mean that there are a number of covenants which need reporting against, based on both historic and future performance.
The models are designed to easily work off the data produced from the clients’ reporting systems, and use this to drive reforecasts, covenant reporting and management account information.
Due Diligence / Review
Due diligence is an aspect of our offering which has called on core skills learnt when training in a “Big 4” environment. We primarily carry out financial due diligence on private sector companies wishing to enter into contracts with public sector bodies. The main objective of this due diligence is to identify risks to the financial capacity and capability of the prospective private sector partner.
Due diligence involves undertaking analytical review of historical financial results and identifying future trends, carrying out press searches to determine any negative press with regard to the company and obtaining Dun & Bradstreet ratings. We present our findings to the client including the identification of key points to note and risk areas.
Eric Wright Group
We have worked closely with Eric Wright Group (“EWG”) for several years, ever since we established Dow Schofield Watts Business Planning (formerly named JL Advisory). Our team provides ad hoc su...
The Hollies Pre-school
We have been engaged by The Hollies Pre-school, a registered charity, to provide quarterly management accounts and year end compliance services. The Hollies is an OFSTED Outstanding Pre-School which p...