HATCH
Consultancy specialising in assisting businesses achieve real change, accelerate growth and innovation through human collaboration.
Challenge
Hatch is independently owned. They offer a range of workshops that are delivered worldwide leaving little time for the day-to-day administrative tasks. Due to immense business growth, less time was becoming available to deliver estimating, invoicing, travel plans, research and other projects. The time had come to delegate the day to day tasks so he could concentrate on growing the business and client portfolio.
Outcome
Immediately, I took responsibility for the owner’s diary so he could see what was needed to be done and for when. I began to organise his travel and events which included writing up detailed travel itineraries, booking resources for workshops, time keeping for all freelancers and creative resources to track back to invoices and liaised directly with clients and suppliers on events logistics. I put in place a status report that allowed us to keep track of the business pipeline and prioritise urgent matters as and when needed.
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Having worked with the owner for a while now, my role has evolved over time. Along with the day to day administration of the business, I now manage the accounts in collaboration with their Accountant, from raising invoices to monthly P&L reports.
I have recently also brought one of our partners on board to help Hatch with their social media strategy.
As a result business is more structured and its day-to-day management is a lot easier for all involved.
BENNOC INVESTMENTS
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UK based holiday lettings business with multiple properties in Mallorca and UK.
Challenge
The owners of the business took time out to complete a lifelong dream of sailing around the world for 2.5 years. In their absence, someone was needed to manage their holiday lettings business.
Outcome
UK property
After undergoing a full review of the UK home, we put into place all the legal Heath and Safety procedures to ensure the property was fully compliant, and prepared house instructions along with relevant tourist information for guests too. We set up the property on holiday letting websites such as Airbnb and HomeAway.
I managed the entire booking system including payments and the property maintenance to ensure the property offered the highest level of service.
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Mallorca properties.
The process for all properties was already in place, so it was the day-to-day running of the business that I was responsible for – managing bookings and payments, clients requests and queries, liaising with the property maintenance company to ensure the property is always in good and safe conditions.
For all properties I needed to manage the bookkeeping and liaise with the business’ Accountant, keeping the owners abreast of the monthly finances and preparing the end of year accounts with relevant paperwork.
TW TALENT
Community based website that shines a spotlight on small business owners.
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Challenge
TW Talent began as a new community focused site that needed help with its social media strategy, approach and delivery. We recognised that as there were already a number of seemingly similar sites available to business owners and residents, it was imperative that we created a unique hook that would get people engaged and following the social channels as quickly as possible.
Outcome
From exploring the local competitors, being clear about the goal and fleshing out the audience, we created a social media strategy that delivered engaging content, encouraged the relevant target audience to follow and engage with content as well as encouraging publications to feature the story behind the community too all within a 8 week period from launch.
MATTER INNOVATION
Marketing agency that delivers growth through the creation and commercialisation of powerful and disruptive innovative concepts.
Challenge
This particular marketing agency business model uses a broad number of freelancers to match the ever fluctuating work loads from the demanding and complex client base. This constant organisation and management, along with the day to day management of administration that comes with running a small business, clients and freelancers meant that the owner was working 24/7 managing all aspects of the business. He needed support to manage the administrative, implement processes for resource and people management as well as the finance administration too. As well as this, one particular client required a broad range of compliance documentation along with the relevant processes too which for various reasons, needed to be put in place before the work commenced so this too, fell into my remit.
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Outcome
I took over the day to day running of the accounts by transitioning from their existing financial software to Xero. I became responsible for raising invoices, chasing payments, delivering expense reports, liaising with their Accountant on all the financial reporting.
I have also helped manage the compliance documentation that was implemented across the business.
SPENCER LEGAL
A Commercial Law Firm who specialises in supporting Technology focused start-ups.
Challenge
The owner needed support with managing his bookkeeping - the current process that was in place was a little disjointed and a backlog was beginning to appear. It was my job to help streamline the process and find efficiencies for all involved.
Outcome
After spending time understanding the complex legal financial software, I closely collaborated with the cashier to match up the gaps on the existing account ledgers and process all the pre-existing backlog to ensure the correct reconciliation. The new financial process implemented allows posting transactions and producing a balanced reconciliation on a monthly basis. I am also managing invoicing, chasing payments and preparing engagement letters.
MRM METEORITE
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Above and below-the-line multi award winning marketing and communications agency
Challenge
As the Executive Assistant to the CEO, Chairman and MD, it was my role to support them in the day-to-day running of the business. Multiple diaries, hectic workloads and deadlines for a number of different areas of the business meant that I was the gatekeeper to making sure that 3 individuals with very different responsibilities and requirements, were all fully prepared for all eventualities.
Outcome
I was responsible for dealing with a large amount of confidential information including HR challenges and the full recruitment process for all departments across the business. I was in charge of solving issues on their behalf across the board by liaising with relevant departments and individuals, board meetings attendance and minute taking. I brought into place a status report that I updated every week, and ensured that at least twice a week, I sat down with each of the individuals to ensure that they were comfortable with all that was planned for the days ahead.
A streamlined process that all involved understood and respected. Each individual appreciated my straight forward approach and knew what to expect from me as and when. A great relationship that lasted over 9 years and that grew from strength to strength seeing them through to it's subsequent sale in 2016.