Julia Leask Email and Phone Number
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► 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
Leask Advisory Solutions
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- leaskas.co.uk
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Fractional Fd And Cfo And Company Secretary Providing Strategic Guidance To Innovative BusinessesLeask Advisory SolutionsWarwick, Gb -
Co-FounderIntimate Leadership Apr 2024 - PresentAn intimate exploration of what it takes to be a powerful and authentic female leader 🙌 -
Fractional Fd/Cfo And Company Secretary Providing Strategic Guidance To Innovative BusinessesLeask Advisory Solutions Apr 2018 - PresentWarwick, GbAs 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. -
In-House Accountancy Training And LecturingLeask Advisory Solutions 2013 - Jan 2024Warwick, GbI 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 -
Financial Troubleshooter - Management Accountant In PracticeLeask Advisory Solutions Aug 2010 - Jan 2024Warwick, GbWhen 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. -
General Compliance AccountingLeask Advisory Solutions 2010 - Jan 2024Warwick, GbOur 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 -
Board AdvisorThe Technology Supply Chain Aug 2021 - PresentThe 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 -
Council MemberTag Community Apr 2016 - PresentI 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. -
Fractional Financial DirectorNeurofenix Oct 2020 - Jan 2024Naples, Florida, UsNeurofenix 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. -
DirectorThought Cloud Accounting Solutions Ltd Apr 2021 - Nov 2022Three 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
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Elected Panel Member On Mip PanelCima Jun 2016 - Jun 2021One South Place, London, GbThe 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. -
Business Growth Advisor - Business Strategy, Growth, Turnaround, ProfitElephants Child Jan 2020 - Feb 2021Southampton, Hampshire, GbThe 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. -
Premium MemberAssociation Of Uk Accountants Cic 2014 - Oct 2017This 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 -
Part Time Interim AccountantWarwick Independent Schools Foundation 2009 - 2010Warwick, Warwickshire, GbReporting 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 -
Management AccountantStratford-Upon-Avon College 2008 - 2009Stratford-Upon-Avon, Warwickshire, GbManagement 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. -
Finance AnalystNational Grid 2007 - 2008London, London, GbWorking 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). -
Financial AnalystIbm 2004 - 2007Armonk, New York, Ny, UsWorking 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. -
Project AnalystNational Grid 2000 - 2004London, London, Gbon 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). -
Financial AnalystCrown Castle Uk Limited 1999 - 2000Telecommunication & 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. -
Group AccountantMillward Brown 1998 - 1999London , CoGroup 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. -
Project AccountantBarclays Bank 1997 - 1998London, GbWhilst 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. -
Contract AccountantLucasvarity Plc 1996 - 1997Processed 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.
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Financial AnalystEmi Music 1995 - 1996Sole 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. -
Management AccountantSevern Trent Water 1992 - 1995Coventry, England, GbMember of team who prepared monthly management reports, forecasts, budgets and year-end procedures. -
Assistant AccountantAlbert E Sharp 1990 - 1992Stratford-Upon-Avon, Warwickshire, GbNominal ledger and basic reporting -
Accounts AssistantMyson Domestic Boilers Ltd 1987 - 1990Basic ledger work
Julia Leask Skills
Julia Leask Education Details
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Association Of International Certified Professional AccountantsStrategic Financial Management -
Northumbria UniversityBusiness Studies Specialising In Accounting & Finance -
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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