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Case Studies ...


Case :

Student Letting Company / Landlord


Sector :

Property rental and development


Brief :

Implement accounts system and procedures from scratch.

Routine updating of accounts system.

Monitoring of rents due and rents received.

Recording and reporting of property refurbishment costs.

Production of monthly management accounts.


Work Carried Out :

Creation and Implementation of accountancy record document filing system.

Installation and implementation of Sage Accounts Software.

Set up of tenant records, importation of monthly rents for over 350 tenants.

Escalation of rent arrears to legal action.

Cross charge process to landlord clients.

Routine Book-keeping work undertaken

Monthly Management reporting

Departmental reporting

Meeting preparation and participation with banking and financing representatives.




Case :

LGV Training Centre


Sector :

Training & Education


Brief :

Creation and Implementation of accountancy record document filing system.

Installation and implementation of Sage Accounts Software.

Carry out Financial Controller duties


Work Carried Out :


Routine Book-keeping work undertaken

Credit control tasks carried out

Processed payroll.

Created and managed NVQ and ESF candidate tracking system for funding claim purposes

Internally managed Invoice Finance Factoring

Internally

Produced monthly management accounts and reported to Directors




Case :

Plant & Vehicle Repairs


Sector :

Plant & Machinery Repairs


Brief :

To reduce the amount of Aged Debtors

Establish regular payment patterns

Carry out ongoing Credit Control duties


Work Carried Out :

Made initial contact with all outstanding debtors

Confirmed contact details of client account department personnel

Sent copy invoice / credit note

Established monthly statement production cycle

Work on going ….