Helping in all business and personal financial matters…
Prior to that David had been a manager in 3 quite different firms but was frustrated that he was bound by their way of doing things.
So, right from the outset of owning his own business, David decided that he wanted to offer a more personal and proactive service to his clients which involved meeting with them at their home or business premises and at a time that suited them and really getting to know what they wanted to achieve in their business and personal life and helping them to achieve those goals by having a more in-depth involvement.
This new approach proved to be successful and David’s business grew hand in hand with his client’s success such that Scott and Hayley Bradshaw were appointed Partners in the business in November 2005 (which became known as Coleman Bradshaw) and the Sutton in Ashfield office was purchased from Mitchells Chartered Accountants in December 2007, such that the practice now had over 1,000 clients and 17 members of staff spread over the 2 offices.
But, this increase in size meant that David no longer had the day to day involvement with his clients which was so important to him and, after much soul searching, David left Coleman Bradshaw, a firm he had been instrumental in creating, to work from home looking after a small portfolio of clients.
This period working from home and getting back to doing everything for his clients from the accounts preparation to reviewing the accounts, processing the tax returns, doing the business and tax planning and typing up the covering letter, reignited David’s passion for tax and accountancy and for providing his clients with the best personal and proactive service so, when the opportunity arose in November 2011 to buy back the Sutton office and to work closely again with the staff and clients he had worked with previously, he took it.
This brings us right up to the current day where David has assembled a team of colleagues, with a blend of experience and youthful energy, who share his enthusiasm about providing clients with the best possible service, whilst making full use of the latest technologies to make the accounting process simpler for all, thereby freeing up our clients time to concentrate on what is important to them.
With more of us being able to obtain information faster due to the internet, it seems that the same needs to be applied in our business lives.
With cloud based accountancy software, real time checking and analysis can be performed by your accountant or bookkeeper without them being in your office, cutting down on the time it takes to have work reported on, meaning business decisions can be made quicker.
The flexibility that the software generates means that long nights spent in the office are no more, as you can log in and check your accounts the same way as you check your internet bank balance. Some software even goes further, by linking with your business bank account, meaning that your bank statements can not only be automatically downloaded into the software, but the software can check the money received and paid against outstanding invoices, and suggest matches.
Cloud software means your record keeping becomes more efficient, so you can spend more time doing what you intended when you set your business up, whatever that may be.
