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BNI Presentation  21 st  July  Simon Murrison
The Firm - Our Philosophy Our client base consists predominantly of owner managed businesses with challenging demands and changing   requirements .  We are committed to providing all our clients with the best professional and commercial services.
About Gilliland & Company Set up about 23 years ago 3 partner firm until I joined in Jan 2011 Now 5 partners  Bruce Wilson, tax partner from Campbell Dallas in March 2011 About 15 members of staff in total All services headed up by a partner  huge reliance on client / partner relationships
About me! Qualified as CA in 1997 Joined a 3 partner firm in 1999 & became partner in 2005 Joined a multi-national firm in 2009 as partner Returned to smaller sized firm in Jan 2011 Entire career spent dealing with start up to medium sized entities
How to Approach the bank for funding
How to Approach the bank for funding  Be prepared before you approach the bank
How to Approach the bank for funding
Typical client? Bank referral  Feb 2011, due to lending criteria Bank needing man accs  first period of trade  no year ends! Corporation tax  capital allowances Management accounts / budgets  to Jan 2012 VAT returns & payroll
Compliance Work  Year end accounts Tax returns  sole trader, partnership & limited company Audit work  VAT returns
How can you get me referrals? Why am i different? Cashflow problems / problem with bank Paying too much tax - structure Person had a surprise  can predict tax up to 21 months in advance Not feeling loved  will see clients monthly not annually VAT registration issues
How can you get me referrals? Why i am different? Taking on staff for the first time Wants key drivers to help understand their business Wants someone to help map out the numbers for going forward Wants someone to help monitor progress Applies to all sizes, start up to large SMEs (nothing too small) All entities - Sole traders, partnerships & limited companies
Email   simon@gillilandca.com  Tel - 0141 226 8484  Linkedin  Simon Murrison  Twitter - @simonmurrison

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BNI Presentation 22.07.11

  • 1. BNI Presentation 21 st July Simon Murrison
  • 2. The Firm - Our Philosophy Our client base consists predominantly of owner managed businesses with challenging demands and changing requirements . We are committed to providing all our clients with the best professional and commercial services.
  • 3. About Gilliland & Company Set up about 23 years ago 3 partner firm until I joined in Jan 2011 Now 5 partners Bruce Wilson, tax partner from Campbell Dallas in March 2011 About 15 members of staff in total All services headed up by a partner huge reliance on client / partner relationships
  • 4. About me! Qualified as CA in 1997 Joined a 3 partner firm in 1999 & became partner in 2005 Joined a multi-national firm in 2009 as partner Returned to smaller sized firm in Jan 2011 Entire career spent dealing with start up to medium sized entities
  • 5. How to Approach the bank for funding
  • 6. How to Approach the bank for funding Be prepared before you approach the bank
  • 7. How to Approach the bank for funding
  • 8. Typical client? Bank referral Feb 2011, due to lending criteria Bank needing man accs first period of trade no year ends! Corporation tax capital allowances Management accounts / budgets to Jan 2012 VAT returns & payroll
  • 9. Compliance Work Year end accounts Tax returns sole trader, partnership & limited company Audit work VAT returns
  • 10. How can you get me referrals? Why am i different? Cashflow problems / problem with bank Paying too much tax - structure Person had a surprise can predict tax up to 21 months in advance Not feeling loved will see clients monthly not annually VAT registration issues
  • 11. How can you get me referrals? Why i am different? Taking on staff for the first time Wants key drivers to help understand their business Wants someone to help map out the numbers for going forward Wants someone to help monitor progress Applies to all sizes, start up to large SMEs (nothing too small) All entities - Sole traders, partnerships & limited companies
  • 12. Email simon@gillilandca.com Tel - 0141 226 8484 Linkedin Simon Murrison Twitter - @simonmurrison

Editor's Notes

  • #4: More opportunities from our existing client bank to work on one off opportunites.
  • #5: More opportunities from our existing client bank to work on one off opportunites.
  • #6: More opportunities from our existing client bank to work on one off opportunites.
  • #7: More opportunities from our existing client bank to work on one off opportunites.
  • #8: More opportunities from our existing client bank to work on one off opportunites.
  • #9: More opportunities from our existing client bank to work on one off opportunites.
  • #10: More opportunities from our existing client bank to work on one off opportunites.
  • #11: More opportunities from our existing client bank to work on one off opportunites.
  • #12: More opportunities from our existing client bank to work on one off opportunites.