The Emotional and Financial Reality of Managing Finances for Someone With Dementia: Rebecca’s Story
Marie Smith
9 minute read
DRIVING INNOVATION THROUGH DIGITAL TRANSFORMATION AND ADVISORY
Get in touch
GETTING YOUR BUSINESS READY FOR THE NEXT LEVEL
Are you looking to maximise your business potential? Want to transform your finance function and disrupt the market you’re in? Or simply ready to level up?
Together, we can accelerate your growth through Technology and Business Process Refinement. Helping your business to thrive.
SYSTEMS MIGRATION AND PROCESS REFINEMENT – READY FOR THE NEXT STEP?
Running a business is hard. No one said it’d be easy. With ever-changing market conditions and demands, you need fast, agile and pragmatic support along the way. Technology and cloud-based solutions are a huge part of keeping your business up to date. Robust systems are critical to ensure well-informed, data-driven decisions. However, it’s not just about dealing with the here and now. We’ll support your business growth by designing a sustainable ecosystem. Enhancing efficiencies and operational performance.
You maybe asking yourself questions about how best to:
- save money
- make efficiencies
- improve management reporting
- make sure you don’t outgrow your current finance infrastructure
- get more time back from mundane processes
- manage scaling issues.
You’re not alone in facing these challenges. That’s why our Systems and Cloud Accounting specialists are greasing the wheels for Early Stage, Scale-up and High Growth businesses – providing the support to realise your ambitions.
Our Process
-
Are you looking to migrate systems or recently completed a migration? Want to see how efficiently you’re running your finance function? Have confidence in your finance process? We can ease any concerns and produce a ‘Health check report’ assessing the health of your finance function.
Our support covers the following:
- Documented Health Check report on existing platforms
- Recommendations to enhance finance function
-
We’ll transform your finance infrastructure and implement cloud-based applications that will form part of your ‘revamped’ ecosystem. Our specialists will deliver this project in a phased manner – avoiding disruption to your operating activities and stress test all integrations to ensure robust controls are in place and the data flows seamlessly.
Our support covers the following:
- Accounting platform migrations
- Data structure refinement and design
- App advisory and sector-specific implementations
- Cloud-based application reviews and implementations
- File and data reviews including data collation
-
To help unlock your potential, we will critically assess your finance ecosystem and existing processes and propose solutions to streamline your ways of working – helping optimise your ecosystem and achieve efficiencies to maximise profitability.
Our support covers the following:
- Documented report on existing ecosystem and mapped processes
- Proposed solutions to automate and streamline inefficiencies
- Design a ‘revamped’ ecosystem and alignment to your operating activities
- Demonstrations of proposed solutions
- Value-added analysis
-
For fast, agile and confident decisions to be made – reliable and accessible data is critical. We can help produce and interpret the data to aid in well-informed and timely management decisions, key to evaluating your business performance.
Our support covers the following:
- Review and design data structures to provide relevant and timely management information
- KPI dashboards and reports
- Management reporting packs
-
Our specialists will be on hand to provide training and support to you during and post-implementation, giving you the confidence to take off with your new systems.
Our support covers the following:
- On-site or remote training programme covering your ‘revamped’ finance ecosystem
- Demonstrations of cloud-based applications that have been implemented
- Training deck produced for your finance team aligned with your business processes and activities
IT ALL STARTS WITH A CHAT
So, if your current finance processes aren’t up to scratch and looking to level up your finance function – however big or small – let’s have a chat. Our Systems and Cloud Accounting specialists can help you think outside the box and bring new ideas to the table to unlock your business potential.
We build long term relationships with our clients and get under the skin of the business – bringing value-added insights and giving you confidence and clarity. There’s no one-size-fits-all approach around here.
Let’s talk today
Want us to call you? Let’s start a conversation!
Get in touch with Tom Watts
Latest News
Reviews
Tricia, July 26
Clear communication, good set of draft accounts, proactive
Amy, July 26
My contact at Cooper Parry, Gemma Bush has always go beyond and above with all my enquires the payroll process. Even with the recent P11 reporting, Chloe and Shivani from the tax team have also been very helpful!
Blake, July 26
Responsive, diligent, easy to deal with
Tomas, July 26
It’s a mixed bag. Very happy about our main contact Sam Berry, but there has been a few issues around my personal companies.
ANDY, MARCH 26
“We used the payroll service, and whilst it may seem strange that having recently changed to another provider, to give a 4 star rating, the move was simply because of commercial considerations ( the new provider becoming a sponsor of the football team). The service we had from yourselves was excellent in being exceptionally flexible given our own issues with not always giving timely details for the weekly wage comps, altering them after first draft of payroll etc. Staff often made themselves available outside office hours to complete the payment process.”
REBECCA, JAN 26
”Clare is always super knowledgeable and helpful.”
PETE, JAN 26
”Really good and efficient service provided.”
ANDREW, JAN 26
”Like the people we deal with”
ELAINE, JAN 26
”No issues, easy to work with.”
GRAEME, JAN 26
”More interaction.”
