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How we have helped other businesses
Running a business can be challenging at times
At Keegan Bowman, we have decades of experience helping owners like you and businesses like yours overcome these challenges, and our mission is to help you succeed
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When you partner with us, we’ll work with you to achieve your goals. We’ll help you anticipate and predict what’s happening next, take advantage of growth opportunities, and have financials working to help you push in the right direction
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You’ll see important tasks being done, enjoy the progress and earn more; improve your business and personal life
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We understand the pain points of growing a business;
we’re here to help you overcome them
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Let’s work together to take your business to the next level
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For how we've helped businesses thrive, please see below
Case study 1
Planning:
Losses to profits
The company was working to a budget showing £0.3m loss in the current year, and following year budget produced by the in-house Accountant was for a £0.8m loss.
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We were tasked with production of a 5-year plan that showed the company becoming profitable
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To understand the business and the budget we held meetings with Managers and with the Accountant. We read and asked questions about the Accounts and did some analysis work on their data
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We discussed options with all, and agreed on priorities
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We put together a revised plan including detailed narrative/commentary, and sensitivities ('what ifs')
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The plan (which included improved budget for year 1) was agreed and signed off within four months. It showed break-even in years 1 and 2 and profitability from year 3
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The company took the agreed actions and became profitable from year 1, as we predicted
Case study 2
Reporting:
Clarity on performance
This company had income from a wide range of different activities and wasn't completely clear all costs were tracked to income correctly. There was a lack of clarity about variable and fixed costs and lack of certainty about which should be included
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We were tasked with ascertaining profitability of activities and leaving them with a reporting model they could continue to use
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We improved the monthly reporting to clearly show margins and introduced whole-life reporting of projects spanning multiple years. Those were continued by the in-house team
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The company had been prioritising work that we found to be low margin; areas it was turning away from were higher margin than it had realised
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This gave the company knowledge of the financial effect of focussing on certain areas, and led to a strategic re-think of priorities (which we advised and facilitated)
Implementation of
Accounts Systems
We have implemented a number of systems, working as Project Manager, sourcing the best fit system, and/or undertaking various roles within the implementation project
We have good recent knowledge of Xero, Quickbooks, Microsoft Business Dynamics, Sage and others. We have also worked on ERP (all company) systems
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We are mindful that for these projects to succeed the behavioural aspects need to be addressed as well as the technical. We work to ensure everyone is moving forward together and has the information they need
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We can help at all stages, reporting on options and helping you find the best fit, selectively when needed, or across the whole project
Professional documents
for financing, sales bids,
long term planning, etc
We have helped with important sales tenders, re-financing, business mergers, exits and other key proposals
We have many times conducted negotiations with key (potential) suppliers, customers and investors
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We have prepared long term plans (typically 3 or 5 years) with supporting narrative and presented the plan to potential investors, banks, etc
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We can help produce professional documentation, attend meetings etc, having first understood the issues, your aims, red flags, walk-away point etc. We can help you clarify these, and we help you stay nimble but not get carried away!
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With our outside perspective we can often offer alternative solutions or means of getting where you want to be
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For specialist matters we have an informal network of experts. If we don't know of anyone, someone we know usually does
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We are your trusted ally, not just in your corner but doing everything in our power to get you the best result
Finance team review
& improvement
We provide coaching for your in-house Bookkeeper or Accountant
Whilst doing that we see if time is being used effectively and whether processes can be changed or new apps brought in to speed things up
We can also get to understand any other area you are interested in - whether Accounts can be produced more quickly, if they are reliable, if procedures are fit for purpose, and so on
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We provide discrete feedback and improve your team and their work
Cash problems
We have helped businesses short of cash to solve their problems and go on to thrive. Typically our work has been to:
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> implement procedures to slow or prevent
further cash drain
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> determine a viable plan for the business
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> advise on turnaround options
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> manage business cash through difficult times
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> negotiate time to pay agreements, recover debt
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> secure ongoing support from key stakeholders
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> find and fix underlying problems
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> project manage the plan
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> obtain best possible short and long-term
financing from a wide range of sources
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> help identify and implement actions that
multiply to lift company performance
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Please see our page devoted to cash and/or profit concern
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Do not delay contacting us if you have any concern about payments, now or future
The above is just a small selection of our recent
professional achievements
To find out how we can help you,
book your free discovery call today
There are other areas in which we have useful experience, including:
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Strategy
GDPR/ data
Insurances
Digital Marketing
Company re-location
Purchasing
Health & Safety
If you would like a conversation to compare experience we are happy to oblige, and if useful to you we can recommend experts in these fields