I was responsible for managing relationships with clients from a diverse range of industries, where I was their sole point of contact and face of the firm. I gave them peace of mind that all of their accounting matters were taken care of, but also sought to provide further value and insights into their business through advisory work. I was actively involved in project and transactional work, providing business valuations, due diligence work and ad-hoc project work.

I balanced my time between my previous role of preparing Financial Statements, management accounts and cashflow forecasting, and assisting with Corporate Finance services as I developed my understanding and ability in this area. The services included:- business valuations- retirement and exit planning- identifying target companies or finding buyers - initial investment appraisals- deal structures- management buy-outs- raising finance- financial due diligence- project management support