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Case Studies

Data Services Case Study

Business Information

Delisted plc; Data services

Locations 

UK and South Africa

Software 

Xero, Approval Max, Office

Brief 

To take over from an outgoing CFO and provide guidance and support to the finance team and directors. To support the directors with funding discussions.

Professional Services Case Study

Business Information

Owner Managed SME

Professional Services

Locations 

UK and 5 Western

European Countries

Software 

Xero, Rapport 3, Office

Brief 

To take over from an outgoing finance director and provide guidance and support to the finance team and directors. The directors were also looking to fund the exit of a shareholder. 

Accountant at Work

Oakwood FD

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