The Coach at Edenfield
Need Clearer Financial Direction for Your Business?
We support business owners with tax, budgeting, forecasting and regular financial reporting, giving them the information needed to manage daily operations and plan ahead.
The Coach at Edenfield
When Marc was preparing to launch The Coach at Edenfield, a gastro pub based just outside Manchester, Walling Accountants was recommended to him by a close friend. As the owner of a wider portfolio of businesses, he needed an accountant who could quickly understand the new venture and provide practical support from the outset.
Walling Accountants became a trusted source of guidance during a challenging first 12 months. Alongside managing the relevant tax return, Ian supported Marc with strategic planning, forecasting and budgeting, while remaining readily available whenever questions or concerns arose.
Project Overview
Starting a new hospitality business brought several financial responsibilities that needed to be managed alongside the daily demands of running the venue. Marc wanted a straightforward accounting system that would make it easier to monitor the business and access important financial information when required.
The support also needed to cover more than annual compliance. Marc wanted regular reporting, clearer financial targets and informed guidance that could be applied across his full portfolio of businesses.
Solution Focus
Ian quickly developed an understanding of how Marc’s businesses operated and set everything up through Xero. The new system allowed Marc to manage the daily financial side of the business more easily while keeping useful figures and records close at hand.
Monthly meetings were also introduced to review management reports and measure the business’s performance against its agreed targets. Combined with ongoing budgeting, forecasting and strategic advice, this gave Marc a much clearer view of the business and what needed attention.
- Xero accounting software set up
- Tax return preparation
- Strategic business planning
- Financial forecasting
- Budget preparation
- Monthly management reporting
- Performance and target reviews
- Support across multiple businesses
- Ongoing access to accounting advice
The combination of accessible accounting software, regular reporting and personal support gave Marc greater control over the financial side of the business. He was able to manage daily tasks more efficiently while relying on Walling Accountants for wider planning and guidance. Marc particularly valued Ian’s flexibility, availability and willingness to take the time to answer questions as the business developed.
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