Julia Leask

Julia Leask Email and Phone Number

Fractional FD and CFO and Company Secretary providing strategic guidance to innovative businesses @ Leask Advisory Solutions
Warwick, GB
Julia Leask's Location
Warwick, England, United Kingdom, United Kingdom
Julia Leask's Contact Details

Julia Leask personal email

n/a
About Julia Leask

► Before working with me, clients tell me:* “I hate to admit I don’t understand why we have profits on paper but struggle to pay the salaries & suppliers every month* “I feel under enormous financial pressure, which then results in a lack of focus, a lack of sleep & massive uncertainty about our future.” * “I have some great ideas about the growth of the business, but I have no idea whether or not the business can afford it or whether I could convince the bank to give us a loan.’► Since working with me, clients report:* “I now sleep better at night as peace of mind is gained by controlling cash flow.”* “I now know for certain which sales are profit-making.’* “What Julia does is different. Most accountants show you where you have been. She uses that same information to help you see where you are going and how to get there. What risks to be aware of & what things to do to achieve your goals.” Debbie Davies (Auditel)► Why me? As a Fractional FD/Coach/Advisor for innovative businesses, I quickly add value to a company based on my experience working in Barclays Bank, Severn Trent Water, National Grid, IBM and many SME Businesses. With 25+ years as a qualified Business Accountant (CIMA Fellow), clients benefit from my tried and tested and proven ideas on strategic growth, Cloud solutions, financial planning for investment & more importantly, I can quickly show you ‘how to track down the cash within your business.’► What next? Book a 15 minute ‘Pre Health Check Conversation’ https://calendly.com/julia-129/15min

Julia Leask's Current Company Details
Leask Advisory Solutions

Leask Advisory Solutions

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Fractional FD and CFO and Company Secretary providing strategic guidance to innovative businesses
Warwick, GB
Website:
leaskas.co.uk
Employees:
2
Julia Leask Work Experience Details
  • Leask Advisory Solutions
    Fractional Fd And Cfo And Company Secretary Providing Strategic Guidance To Innovative Businesses
    Leask Advisory Solutions
    Warwick, Gb
  • Intimate Leadership
    Co-Founder
    Intimate Leadership Apr 2024 - Present
    An intimate exploration of what it takes to be a powerful and authentic female leader 🙌
  • Leask Advisory Solutions
    Fractional Fd/Cfo And Company Secretary Providing Strategic Guidance To Innovative Businesses
    Leask Advisory Solutions Apr 2018 - Present
    Warwick, Gb
    As I'm a growth strategist & financial trouble-shooter you get great results working with me :-• Financial data is in a clearer format, so you quickly know how to make more profits• Sleep better at night by managing cashflow properly and so get peace of mind• Create and manage an achievable growth plan that is reviewed and updated regularlyYou want to know that you are secure in a safe pair of hands so I can guarantee that clients only pay for services that are needed with no hidden extras. I am a Winner of a business award, Woman Who Achieves through Networking 2018, which recognised that I work with a wide number of complementary seasoned professionals.My 25+ years as a qualified Business Accountant (CIMA Fellow) means that I am quick to respond to clients and they benefit from my broad wealth of experience which covers strategic planning, Cloud solutions, financial planning for growth/investment and cash flow management.
  • Leask Advisory Solutions
    In-House Accountancy Training And Lecturing
    Leask Advisory Solutions 2013 - Jan 2024
    Warwick, Gb
    I offer proactive in-house accountancy training to businesses so that staff can learn how to plan and forecast for business success.I am targeting innovative businesses, they can either be sole traders or small/ medium limited companies. They could be owner-managed or have a small finance department. During these sessions, the learners/ staff will discover how to plan and forecast for business success. To start with they will have a certain level of financial understanding but these bespoke programmes will equip them with the skills of using management accounting decision-making techniques that complement and supplement their current level of understanding.Topics that can be included in these courses include:- - Management Accounting Tools, - Credit Control, - Cash-flow Forecasting and Analysis
  • Leask Advisory Solutions
    Financial Troubleshooter - Management Accountant In Practice
    Leask Advisory Solutions Aug 2010 - Jan 2024
    Warwick, Gb
    When I started providing traditional bookkeeping and accounting services, I soon realised that most of the businesses I was working with needed far more in-depth finance-related advice and assistance.I decided it was more beneficial to the clients to offer an on-demand strategic Management Accounting based planning & forecasting service and make myself available as a hired-in Finance Director, providing strategic business guidance.How does it work?The first step is to meet and talk through all aspects of your business. Then, I help you get a clear perspective – an understanding of the company's current state. We also work out your goals and decide on the actions needed to make them happen.At the end of this initial phase, we will have a realistic plan of action grounded in finance.I'll be there to coach you through implementation and to provide advice and practical help.For example, you might want to look at alternative funding. There are many options: Series A Funding, embedded capital allowances, R&D tax credits etc. I can also help you apply for loans by introducing you to suitable investors.There are many ways of accessing finance if you know where to look. For example, there is lots of Government money available, but people aren't tapping into it because they don't know about it.Although I'm "external" and have that objective view, I will feel like a business partner. You can confide things to me that you can't quickly tell anyone else – even people in your team. In many ways, that's one of the most significant benefits I provide, alongside all the advice and hands-on assistance."My only regret is not doing this a long time ago". That's what one of my clients kindly said. Quite a few have said they wish they'd met me sooner. You don't need to wait as long as them.I've been called "approachable", – but am I the right person for you? There's only one way to find out. Call me today 01926 298829.
  • Leask Advisory Solutions
    General Compliance Accounting
    Leask Advisory Solutions 2010 - Jan 2024
    Warwick, Gb
    Our services range from basic bookkeeping and returns through to comprehensive financial consultancy and management support.In order to simplify creating bespoke service to suit your needs, we have three starter packages which outline the typical services we provide to our clients. Ranging from an entry level service to cover the basic bookkeeping support for a small business through to comprehensive financial support for organisations looking to grow and develop with specific financial needs.As your circumstances will dictate which level is appropriate for you, we look to arrange a discussion about your requirements from which a specific set of services will be drawn up.Clients can select from the following menu :- - Quarterly VAT return, - Annual Return to Companies House, - Annual Statutory Accounts to Companies House, - Sage 50 - Xero - Cloudbased accounting software - Kashflow ,Cloudbased accounting software - Corporation Tax Return, - Self Assessment Return, - Payroll (RTI- Real Time Information), - HMRC registered Agent
  • The Technology Supply Chain
    Board Advisor
    The Technology Supply Chain Aug 2021 - Present
    The purpose of the chain is to help manufacturing, engineering and technology companies in the West Midlands to: Innovate, Become more efficient & more profitable and GrowInnovate – this could be as simple as adopting new processes or a new IT system or as complex as adding a revolutionary new product to your range. Become more efficient and more profitable- innovation will help companies spend less time doing the boring administration and management work and streamline the production process while losing none of the value-added. Grow- either by selling more of their current products and services and/or selling new products and services.We are doing this by connecting companies with the grant funding, funded industry projects and support that is available to them from:UniversitiesLocal Enterprise Partnerships (LEPs)CatapultsThe MTCOther local organisations and businesses
  • Tag Community
    Council Member
    Tag Community Apr 2016 - Present
    I was invited to be a founder member as a CIMA Fellow who actively supports the CIMA community both on a national and local basis. My experience of working both in blue-chip organisations and smaller SME businesses complements the traditional compliance and taxation expertise that other members bring to the group.
  • Neurofenix
    Fractional Financial Director
    Neurofenix Oct 2020 - Jan 2024
    Naples, Florida, Us
    Neurofenix is an innovative digital health company empowering stroke survivors and their families to get their life back, both in the UK (Ltd) and we have recently launched in the US (Inc).We are backed by a Series A Funding round, Entrepreneur First, the Nominet Trust, the Royal Academy of Engineering, Royal Commission for the Exhibition 1851, Innovate UK, Nesta, and Barclays Eagle Lab.As the business is relatively young the role I am doing is more aligned to that of a financial controller who is supporting the CEO to successfully complete a varied mix of urgent tasks. These have covered regular compliance work in both the UK and the US along with specific more specialist work that a rapidly growing business faces. This role is very exciting and rewarding and I thoroughly enjoy being part of the team as we continue to expand our market stretch both in the UK and the US.We are a London-based international group of highly motivated individuals. Many of the team are active volunteers in stroke associations and have personal experiences with stroke, which drives us even more in our day to day work.
  • Thought Cloud Accounting Solutions Ltd
    Director
    Thought Cloud Accounting Solutions Ltd Apr 2021 - Nov 2022
    Three successful businesses, run by women, collaborating to bring bespoke end to end financial solutions.Jane. www.thinksmartaccounts.com / Sam. www.cloudbookkeeping.co.uk/warwick / Julia. www.leaskas.co.uk
  • Cima
    Elected Panel Member On Mip Panel
    Cima Jun 2016 - Jun 2021
    One South Place, London, Gb
    The Panel is made up of 8 elected members, and 2 co-opted members. The Panel typically meets 4 times a year (usually at CIMA’s head office in London) and discusses issues impacting Members in Practice (MiPs). This can include governance matters, support activities including events, as well as the Annual MiP conference. The Panel also produces MiP News and provides a great deal of support with the CIMA Members in Practice group on LinkedIn.
  • Elephants Child
    Business Growth Advisor - Business Strategy, Growth, Turnaround, Profit
    Elephants Child Jan 2020 - Feb 2021
    Southampton, Hampshire, Gb
    The purpose of a Business Growth Advisor is to enjoy delivering client outcomes for SMEs. The team that I've joined has a passion for advising business owners to maximise growth opportunities and valuation of the clients' enterprise.
  • Association Of Uk Accountants Cic
    Premium Member
    Association Of Uk Accountants Cic 2014 - Oct 2017
    This CIC has a simple community interest statement: "The company's activities will provide benefit to... Chartered Management Accountants in Practice in the UK". We aim to do this in several ways: - providing networking opportunities - providing free/affordable training - providing leads to enable SME newly formed accountancy practices to become sustainable (currently there is a significant churn in practices as new ones set up and fail due to lack of cash flow and the aim of this organisation is to support those people before they give up. The idea is to provide business development and create sustainable businesses around the UK.Specialties - Non Execs, Part Time FD, Consultancy, Accounting
  • Warwick Independent Schools Foundation
    Part Time Interim Accountant
    Warwick Independent Schools Foundation 2009 - 2010
    Warwick, Warwickshire, Gb
    Reporting to the Foundation Secretary whilst completing this contract/ maternity cover for the Head of Finance. I was responsible for developing an effective financial environment into which a shared services system was implemented across the four schools following a fundamental management restructure. Post-implementation, the School’s cashflow positions where materially improved through greater consolidation and better debt management
  • Stratford-Upon-Avon College
    Management Accountant
    Stratford-Upon-Avon College 2008 - 2009
    Stratford-Upon-Avon, Warwickshire, Gb
    Management Accountant reporting to and deputised for the Vice principal Finance.Responsible for the general management of the finance team. I was instrumental in analysing the profitability of courses delivered by the college and executing a complete overhaul of the prospectus and cost reduction exercise to reduce the forecasted loss to achieve the preferred breakeven position.
  • National Grid
    Finance Analyst
    National Grid 2007 - 2008
    London, London, Gb
    Working within Transmission FinanceAs National Grid operates under 20 regulatory controls (the regulator being Ofgem) there are certain measurable targets and allowances that have to be monitored and reported against each period for both the gas and electricity businesses. The Incentives Team that this role is part of interprets the relevant Licences and carries out analysis, records and reports on the External and Internal activities'.I was responsible for interpreting the relevant licencing activity and carrying out analysis and reporting on National Grid’s key regulatory controls (the regulator being Ofgem).
  • Ibm
    Financial Analyst
    Ibm 2004 - 2007
    Armonk, New York, Ny, Us
    Working within Strategic OutsourcingOperating in a highly autonomous role, as Financial Analyst (FA) I was responsible for commercial and financial support across a number of IBM's global outsourced contracts.With significant interaction between commercial, technical and international delivery teams, the role required a strong operational knowledge of the contracts and the ability to understand and communicate with all levels of the business and functions.
  • National Grid
    Project Analyst
    National Grid 2000 - 2004
    London, London, Gb
    on long-term contracts within this dynamic organisation providing support and managing change as the business underwent significant restructuring. I was instrumental in a number of key initiatives including:-Produced the financial procedures for an international joint venture.Establishing new ledgers for the newly created business units and ensuring that period reporting could be assured with the least amount of disruption.Being a point of continuity during a restructure enforced by a Regulatory Review.Testing and the implementation of the latest version of a financial consolidation package (Hyperion) and a new General Ledger system (Oracle).
  • Crown Castle Uk Limited
    Financial Analyst
    Crown Castle Uk Limited 1999 - 2000
    Telecommunication & Broadcast Infrastructure Provider Financial Analyst reporting to the Director of Finance.Duties included Monthly/ quarterly consolidated reporting (US$ P & L, Balance Sheet and Cashflow) to US parent company. The primary source of information is JD Edwards financial system.
  • Millward Brown
    Group Accountant
    Millward Brown 1998 - 1999
    London , Co
    Group Accountant reporting to the Group Financial Director.Coordination, collection and review of the Group Budget, Year-End Statutory data, Monthly Flash/Actuals and Quarterly Forecasting.
  • Barclays Bank
    Project Accountant
    Barclays Bank 1997 - 1998
    London, Gb
    Whilst working in Group Property Services I supported and oversaw the four main Facilities offices based in London, Poole, Coventry and CheshireDelivered uniform working standards and team recruitment.
  • Lucasvarity Plc
    Contract Accountant
    Lucasvarity Plc 1996 - 1997
    Processed and checked data from the Business Units for production of the Statutory Financial Accounts and consolidated monthly management accounts.Prepared data to support the merger of Lucas Industries PLC with Varity Inc.
  • Emi Music
    Financial Analyst
    Emi Music 1995 - 1996
    Sole financial responsibility for preparation and production of the site month-end management report and presentation of the information in report, graphical and verbal formats to the site director, managers and Head Office. Prepared site budgets and forecasts.
  • Severn Trent Water
    Management Accountant
    Severn Trent Water 1992 - 1995
    Coventry, England, Gb
    Member of team who prepared monthly management reports, forecasts, budgets and year-end procedures.
  • Albert E Sharp
    Assistant Accountant
    Albert E Sharp 1990 - 1992
    Stratford-Upon-Avon, Warwickshire, Gb
    Nominal ledger and basic reporting
  • Myson Domestic Boilers Ltd
    Accounts Assistant
    Myson Domestic Boilers Ltd 1987 - 1990
    Basic ledger work

Julia Leask Skills

Access To Finance Variance Analysis Sap Accounting Cash Flow Financial Forecasting Lecturing Financial Planning Financial Modeling Forecasting Managerial Finance Business Development Business Analysis Management Accounting Finance Strategic Planning Strategy Year End Accounts Hands On Training Sage 50 Accounts Certification Account Reconciliation Management Consulting Financial Accounting Business Planning Cash Flow Forecasting Strategic Financial Planning Consolidation Budgeting Microsoft Excel Change Management Training Financial Analysis Growth Accelerator Coach Outsourced Solutions Xero Online Accounting Software Budgets Vat Business Strategy Management Financial Reporting Crunchboards Outsourcing Cloudbased Accounting Recruiting Analysis Financial Audits Kashflow Accounting Software Cima

Julia Leask Education Details

  • Association Of International Certified Professional Accountants
    Association Of International Certified Professional Accountants
    Strategic Financial Management
  • Northumbria University
    Northumbria University
    Business Studies Specialising In Accounting & Finance
  • La Sagesse High School, Jesmond, Newcastle-Upon-Tyne
    La Sagesse High School, Jesmond, Newcastle-Upon-Tyne

Frequently Asked Questions about Julia Leask

What company does Julia Leask work for?

Julia Leask works for Leask Advisory Solutions

What is Julia Leask's role at the current company?

Julia Leask's current role is Fractional FD and CFO and Company Secretary providing strategic guidance to innovative businesses.

What is Julia Leask's email address?

Julia Leask's email address is ju****@****s.co.uk

What schools did Julia Leask attend?

Julia Leask attended Association Of International Certified Professional Accountants, Northumbria University, La Sagesse High School, Jesmond, Newcastle-Upon-Tyne.

What skills is Julia Leask known for?

Julia Leask has skills like Access To Finance, Variance Analysis, Sap, Accounting, Cash Flow, Financial Forecasting, Lecturing, Financial Planning, Financial Modeling, Forecasting, Managerial Finance, Business Development.

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