Advisory, made easy. The Gap is unlocking the potential of thousands of accountants, and their clients. We didn't just build a software and content platform - we built a community.We love accounting but believe there's more to life than tax and compliance. The Gap is a complete Business Advisory platform for purpose-driven accountants. We offer accounting firms and their clients the three freedoms - Time, Mind & Money Freedom. Our business advisory tools enable accountants to help clients set a plan for a better business, and enjoy better cashflow and a better lifestyle. A chance meeting between CAs Mark Jenkins and Viv Brownrigg led to a shared vision to make advisory easy for accountants. With deep empathy for the challenges small business owners face. They identified to support them; Accountants need a software platform packed with resources to market, sell, and deliver simple, scalable advisory services. That's how and why The Gap came to be. The Gap is trusted by more than 500 accounting and bookkeeping firms across New Zealand, Australia, and the United Kingdom. The Gap empowers and supports Accountants and Bookkeepers to deliver services to their clients that honour and uphold their core values and beliefs. All of The Gap Business Development services are based on experience, not theory. This is what makes The Gap different from other providers. We provide a proven Business Development system.Functional + foolproof. Our rich content platform covers the advisory spectrum. From starting out to succession planning. We understand the 3 main barriers to implementing Business Development services - no time, no system, and no confidence. Our systemised content combined with implementation training and supports you to resolve these barriers. Our Values - Culture eats strategy:Sustainability Agility Balance Appreciation Walk the talk

Spotlight Reporting provides award-winning reporting, forecasting, consolidation and dashboard reporting tools to progressive accountants, franchises, NFP's and business owners. Our cloud tools allow for integrated data-sets (Xero, QBO, WorkflowMax, Google Analytics etc) and exceptional, customisable reports for better decision-making and governance.Achievements- Designing & delivering content for a recurring online 12-week Coaching course, supporting Spotlight Partners and Team members grow in confidence for positioning and offering their Business Advisory and value-add services to their clients. This programme was offered to all our Partners Globally.- Working with a portfolio of 70+ Spotlight partners (SuperVCFO’s) across the UK, USA & SA strategically planning their adoption of the Spotlight suite- Supporting all UK Partners as they transformed their practice from compliance to building and delivering Business Advisory and Value Add services.- Designing and streamlining our Sales Onboarding process- Providing guidance, expertise and enablement to support ongoing growth- Contribution towards enhancing our Customer Success tool-kit and processes- Close collaboration with Sales, Support and other core functions- Event, workshop and other one-to-many customer interactions

The Profitable Firm believes that online marketing produces incredible results for professional service firms. Passionate about helping accountancy firms build their businesses by utilising online marketing. The Profitable Firm has developed a growth ladder that helps accountants walk through the process at their own pace. Supporting the Founder and Managing Director to increase revenue, project productivity and growth, developing effective internal systems and processes to enable all client projects to come in on time and on the budget. Delivering digital marketing content for all clients as well as the Profitable Firm. Developing client brand, image, style, and tone of voice to enable them to grow their business. Achieving this through all forms of digital marketing, SEO, social media, events, webinars, and videos.Achievements● Working with 50 key accounts devising and strategizing Marketing campaigns for their Accounting Practice. Ensuring all client work is delivered on time and on the budget.●Oversight of a client event within 12 weeks that generated a turnover of over £9k.●Increased productivity through streamlining and documenting all internal processes ●Introduced new work practices for clients and client managers relating to project lead times resulting in improved forecasting and planning.●Improved client onboarding and engagement process, which resulted in an increase in sales of 30% within the first two months.●Implemented phase one of installation of new internal CRM system●Implemented phase two installation of new internal CRM system enabling true visibility of costs per client against retainer and budget.

Xero is a global company with offices in the United States, United Kingdom, Australia and New Zealand. Xero is the emerging leader in online accounting solution. Supporting UK Sales function to increase sales productivity, leading to UK sales and revenue growth by ensuring Salesforce and Internal CRM system satisfy business needs and enable effective portfolio management. Responsible for delivery of weekly KPIs and Management Information (MI) to key stakeholders in UK and globally to enable timely decision-makingAchievements• 100% quality, accuracy & timeliness of Management Information and KPI data• Performed risk analysis and identified revenue forecasting issue associated with Unnamed Organisations. As a result the process was changed, significantly improving sales revenue forecast accuracy• Developed strong reporting set including Engagement Analysis and Activity Model to inform Account Managers and identify sales opportunities; these tools were key enabler to customer base growth from 40k to 80k clients over 12 months • Designed Salesforce user experience for UK & Global Sales Teams achieving 1st phase go live within 12 weeks and ensuring a smooth implementation

Responsible for managing the execution of the Xero Partner Programme across the sales team, ensure all Xero Partners are representing the Xero Brand. Develop and manage the allocation of territories for sales staff nationally, and monitoring activity. Deliver weekly MI and KPI reports to the major UK stakeholders including risk analysis conducted by tracking activity levels across the entire sales funnel to identify blockages and exceptions. Plan UK quarterly Partner forums & workshops. Achievements• Implemented UK Partner Engagement model that increased visibility in sales activity, driving revenue growth up to 40% in first month and sustained growth going forward• Developed and maintained a comprehensive database of accountants and bookkeepers for market awareness, activities and events• Identified need for User Specific training webcasts to educate SME owners, Accountants & Bookkeepers on value of Xero as an alternative to SAGE• Conceived concept and designed Summer Camp webcast training to ensure that profile of Xero raised during Summer when Roadshows were not cost effective

Responsible for generating new direct business & partner sales and the management of Xero UK sales led events as well as the fulfilment of the Partner benefits programmeAchievements• Converting 70% of inbound Direct Sales Enquiries via phone and via internal Lead generation system• Doubled the growth of Accounting and Bookkeeping Practices to the Xero Partner Program in 12 months• Designing UK Sales process for UK and adherence to process with significantly improved data quality and forecast accuracy. Shared best practice with Global Sales Operations and latterly process used as a template for design of Global Salesforce User Experience• Hosting Training webcast on Xero to Direct Customers• All events planned 3 months in advance and completed on time and within budget

Generating new business opportunities for reseller channel Achievements• Worked with Marketing to build Telemarketing Team and set it up from scratch• Worked with Internal Development team on design of bespoke internal CRM system, and designed Internal Sales Process and follow up SLAs on back of Marketing campaigns• Worked with Sales Director to ensure that all leads generated by Telemarketing team were followed up by reseller channel to help increase Revenue.• Worked closely with MD and Marketing Manager on campaigns for existing and new clients to generate timely outbound activity to follow up• Set daily, weekly and monthly incentives for the team on top of standard targets to encourage drive and stretch for goals

New role to contact Existing Pegasus End Users and collate information on their perception of the brand the level of service they receivedAchievements• Worked with Internal Development team designing internal system to capture data• Designed the Role Process and Target of clients based on information required from Key Stakeholders• Through Findings was able to present to Product Manager requirement for new solutions within Pegasus Suite• Through Findings Worked with Training Manager to improve the training programme for Pegasus Resellers

Leading a team of 14 Telesales for the Midlands - Calling freelance non group Food Chains. Making and receiving outbound calls to clients within set target areas fro both monthly quarterly and annual revenue targets and working to KPIs on phone stats both outbound and inbound calls. Contacting 50 clients per day to take orders for next day delivery. Training and coaching the team on product knowledge taking sales order over the phone and via e-mail Upselling and adjustments. delivering detailed reports on area growth, phone analysis and sales by team member. Reporting on Sales of key new lines. Reporting to Sales Manager & Depot Manager. Dealing with customer complaints, stock adjustments. Processing weekly and daily promotions and monitoring KPI on sales

Assisting in running a bar that took over £60k per week. Heading up a team of over 30 staff. Working to detailed KPIs on service & stock control.

Assistant Bar Manager