John Pass Limited

David Morris

Director

30 June 23

Background of the client
The company is a third-generation family-run retailer, selling fine jewelry and watches.  It operates from two shops and is widely recognised for providing excellent customer service.

The client requirement
Operating successful retail outlets from multiple sites requires a robust accounting system, which is capable of accurately recording the financial results and demonstrating those in key performance indicators.

How we help
Banks Sheridan assist by producing quarterly management accounts and support the company’s finance team by conducting in-depth analytical reviews of the results.  This provides the performance information required to support their business management and is delivered in quarterly meetings.

The impact of our help
The company management team receive the information required to monitor business performance, measure actual results against targets and set strategies.