Founder And Finance Manager
CurrentWhat A Happy Client Said About The Financial Roadmap Program'Before I started working with Ally on my Financial Roadmap, I was hesitant because I already had a bookkeeper and accountant on my team. However, after my initial chat with Ally, I found that she didn’t use too much jargon and made it all really easy for me to understand my business numbers.The feature that I loved most about the program was that I became crystal clear (well almost) about what my financial statements actually meant and Ally found some errors in my accounts that I was not aware of. Together, we quickly got my accounting system up to date and sorted and I also had a set of forecasts so that I could secure much needed additional funding. I can now track my progress and grow my company with greater confidence. By the way, I increased by income by 95% and reduced my business expenditure by 25% so far since starting our financial strategy sessions. I certainly would recommend the Financial Roadmap Program to anyone that is scared stiff about financials, doesn’t understand their accounts and doesn’t know what questions to ask their bookkeeper/accountant. I now have Ally as my monthly finance coach which has been invaluable because I get to sit down with her every month. She prepares my management reports and talks me through my statements as well as being a sounding board for my non-financial business issues and ideas'. — Alex Palmer, Kina Events Management Ltd.
