With a 360 degree view we are the smart finance leader's choice when it comes to reducing overwhelm during finance system transformation projects
We've seen the damage that finance system transformation overwhelm can cause to a business and a career. Indeed, we've lived it. Change is something you do or something that happens to you. That's the choice smart finance leaders make every day. Are you ready to make that choice?
As an overview, we will:
Assess your needs
Assess your needs and help you with your strategy
Provide the right level of training for you and your team
Offer a personal level of ongoing service and support
If required, transfer your data accurately and smoothly
We coach, consult and train you through the process to transform your finance system and potentially your career. We have change management knowledge from our 360 degree view having sat in most finance seats.
With a single-client focus, we ensure no detail is missed. Whitegate is the ideal third party advisor empowering smart finance leaders without the overwhelm when it comes to finance system transformation.
Our completely trusted operational and strategic grasp speaks to a second nature love of process, finance and technology. Change is something you do or something that happens to you.
Tony Reissner Transformational Coach Specialising in Finance Systems
How Improving Your Accounting Processes and Systems Can Drive Your Business Forward
If you're a finance leader, you will know that having the right processes and systems is about so much more than just making the books balance.
Accounting systems setup in the right way put you in control and provide you with the information you need to help manage your department, to plan for growth, to identify potential areas of profit and ultimately to drive your organisation forward.
Period based cloud accounting software allows you to close off each ledger for a specific accounting period.
Multiple dimensions (cost centres, departments, etc.) allow you to filter your P & L by a specific branch, region or sector.
Multiple budget scenarios down to cost centre & cost unit level allowing you to compare budgets & revised budgets.
Design your own customised forms such as multiple invoices layouts, statements, reminders and remittances.
"You understood our business requirements very well and were happy to invest time in order to ensure I was happy with the solution. You are prepared to put in the hours to deliver, have a good understanding of business requirements and good response times to queries."
"Personalised and local service are both important to us; by being a smaller company, that invariably leads to the personalised service. Your knowledge and most importantly you and your staff are the key strengths. You are all comfortable with accounting terms and make our staff equally comfortable whenever we need to talk on the phone. The changeover on this product was the least troublesome that I have ever come across."
Tony, Become Recruitment
Thank you for the training, we found it helpful. We will be in contact with any queries as you guys have always been very supportive. We found the training very useful and it defintitely met our needs. We will keep in touch with you in case of any queries. Thanks again for a great training session.
Ella, Greenwich Hospital
"I felt comfortable because you proposed credible solutions and were locally based. At the time I would have considered buying direct, depending on the cost implication. That, however, would have been because I had no experience of the additional value that could be added by a local specialist. You listened to my exact requirements and responded in such a way that demonstrated that you had understood and the training was customised likewise. Other Strengths include: Speed of response, making sure each question receives the best possible answer, and a culture of simple, effectively administered, professionalism."
"To actually get someone to totally understand what is required in such a short space of time is very difficult and I compliment you on the way in which you have achieved that...Also the friendly and comfortable atmosphere that you created helped us a great deal in that we were able to give you a better idea of our needs."