Ian Greig MBA

Consultant

Contracts nerd | Specialist in B2B consultancy, coaching + creative services | Founder @ New Legal + Ingenuity Club

I help UK and international professionals and SMEs in the tech, knowledge and health space run their businesses like top 1% companies with modern legal docs and compliance, with the help of our financial, tax and growth advisory partners. The goal is simple:

✅ Less stress
✅ More time
✅ More profit


Since 2022, the team at New Legal have been keeping modern professionals, directors, advisors, SMEs and their shareholders safe, compliant and financially sound with simple and robust contracts, contracting processes & compliance solutions, and holistic business advice via partners.

Message me if you’re a professional businessperson who wants to work smarter, scale faster and earn more, all while protecting your assets.

Or join our circle of partners advising high-growth and unique SMEs: via New, we connect exceptional professionals to clients worldwide — a global network powered by our shared infrastructure.

I look forward to hearing from you.

Ciao ciao!

Ian

new-legal.com

Consultant, Director, Founder, Advisor

Wilkinson Accounting Solutions

Work with ambitious businesses between £0.5m - c£50m turnover to build robust financial processes that grow bottom line profits. We help clients review their end to end processes, identifying opportunities to implement reporting and analysis that gives them insight into key business financials. We help embed a finance culture across the organisation and implement robust controls that allow busy directors to feel confident they can offload work, freeing up their time so we can work with you to drive strategic growth.

𝗪𝗵𝗮𝘁 𝗼𝘂𝗿 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝗵𝗮𝘃𝗲 𝘁𝗼 𝘀𝗮𝘆 😊

We engaged with Julie and her firm to assist us in compiling a process and financial audit of our business.  Our overarching ambition had been to align business work streams and identify potential cost efficiencies.  The speed and multi facetted nature of both our sales channels and the systemic environment involved in delivering these, made this an onerous and unenviable task.  Julies highly analytical and pragmatic approach, teamed with her ability to quickly identify root cause resulted in not only a timely delivery of the project, but also an excellent achievable follow on roadmap for continuous, consistent delivery.  Julie has a fantastic talent for working with internal teams and involving them in coming up with the future solutions and direction.  This had the fantastic knock on effect of the teams feeling engaged, supportive and involved in the process and has resulted is us maintaining the new systems and processes put in place.  I can not speak highly enough of Julie and her team and would highly recommend them, especially to any business that is looking for a no nonsense, factual, solution based approach to business improvement.

ADVISORY SERVICES

𝗪𝗵𝗮𝘁 𝘄𝗲 𝗱𝗼 ❓ Help ambitious director and owners gain financial clarity on their numbers

𝗪𝗵𝗮𝘁 𝗱𝗼 𝘆𝗼𝘂 𝗴𝗲𝘁 🧾
➼Timely receipt processing and bank reconciliations
➼Balance sheet management and reconciliation including detailed analysis such as outstanding debtors, stock ageing etc
➼Regular profit and loss reports, showing business performance and estimated tax calculations to support cash flow
➼VAT returns
➼Tax return preparation and submission for sole traders, ltd companies and Partnerships
➼Tax computations and hands on support with more complex areas such as cars and working from home
➼Support with postings yearly journals i.e. tax calculations into your accounts so your system reconciles to your submitted accounts


𝗪𝗵𝗮𝘁 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 💻
➼QuickBooks - Offered directly through us at special rates.

Other systems we support are (but have to be purchased independently)
➼Xero
➼SAGE 50, 100 & 1000
➼NetSuite
➼Kashflow
➼Dynamics 365
➼SAP

𝗪𝗵𝗮𝘁 𝗼𝘂𝗿 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝗵𝗮𝘃𝗲 𝘁𝗼 𝘀𝗮𝘆 😊

If you are looking for an accountant when explains things in a language that you can understand and who has a "can do" attitude then Julie might just be the right accountant for you. I changed over to Julie this year to help with with two sets of company accounts and I have to say she is breath of fresh air. Couldn't be happier with how she has helped me. Highly recommended


Being a new business I knew I needed an accountant but didn't know where to start. Julie has taken my accounting on and I feel so relieved. Nothing is too much trouble and she makes sure she understands your business and how it works. One of Julie's major strengths is the financial analysis, demonstrating what works well in your business, which enables you to make the decisions required to grow your business.
I would highly recommend Wilkinson Accounting Solutions!

TAX AND BOOKKEEPING

𝗪𝗵𝗮𝘁 𝘄𝗲 𝗱𝗼 ❓ Help people looking to acquire businesses through acquisition asses the viability of deals, prepare cashflows for funding, detailed financial due diligence, operational due diligence and post acquisition consultancy to ensure the business remains stable post acquisition 

𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝗴𝗲𝘁 ❓ 
➼2 year back and 4 year forward forecast including profit and loss, balance sheet and cashflow 
➼Support with sales pricing and financial strategy in line with business plans
➼ operational due diligence and post acquisition support including management reporting, 12 weekly cashflows, trading and KPI analysis, board packs, bookkeeping, systems and reporting, rolling forecasts to assess ongoing trading is in line with the original plans



𝗪𝗵𝗮𝘁 𝗼𝘂𝗿 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝗵𝗮𝘃𝗲 𝘁𝗼 𝘀𝗮𝘆 😊
I wish I could tell you all that Julie is awful to work with so I don’t have to share! She has become my comfort blanket, I trust her completely for accounting integrity, to spot red herrings or pots of gold and manage cashflow through tough times or growth and to engineering company profitability. Like I say awful 😂

Mergers and Acquisitions Specialist

The Build and Exit

I launched The Build and Exit podcast in mid 2023. It had 2k downloads within just a couple of months. Our topics cover Mergers and Acquisitions, exit planning and business strategy, educating owners and investors on key areas they need to consider should they want their business to transition from a lifestyle to an asset. 

I had such success with the podcast that I had numerous requests come in for me to start speaking on stage or online. I have been guests on other channels and have spoken at venues all over the world. My key topics I talk about are

How to successfully grow by acquisition
How to transition your business from a lifestyle to an asset
Why corporate governance in exit planning is so important
Transitioning from corporate to entrepreneur
Women in Business and acquisitions
Professional development in Finance


https://podcasts.apple.com/gb/podcast/build-and-exit/id1676606866

What my audience say😊
Julie joined me on the stage at Accountex 2023 as a trusted expert to answer questions that I and the audience posed to the panel on ‘The Importance of getting the numbers right’ in order to explore ‘The hidden cost to business of an inefficient month-end close’.
Having contributions from experts who walk the walk, who have successfully implemented proven processes and systems is invaluable and Julie did not disappoint giving the audience the benefit of her experience and considerable knowledge in this area.

Professional Speaker

Saving the world from failed acquisitions, founder of Wilkinson Accounting Solutions, specialising in Exits & Acquisitions/ Investor/Podcast host/speaker

Have you ever considered selling your business?

Unfortunately 75% of businesses that go to market don't sell 

Your business 

Has great sales
Has grown rapidly because you have dedicated your life to your business
Has built an amazing reputation

BUT

You still work over 50 hours per week
You find it hard to delegate to staff fearing things will go wrong
You are not quite sure which of your products or services are most profitable
You have systems but are not utilizing them
You have not had any valuation of your business or know what it could be worth when you sell
You want to accelerate to the next level and feel you need more finance support but not sure where to start

This is where I come in

I founded Wilkinson Accounting Solutions to become strategic finance partners with our customers. Our services offer qualified and skilled accounting/consulting services at all levels including bookkeepers, payroll teams, tax specialists, finance managers/assistants and CFO’s. Our mission is to support business owners to maximize their wealth on exit by helping them embed robust accounting, governance and controls, that will allow them to move from an owner operator to silent investor, transitioning their business from a lifestyle to an asset

Imagine

You have a vision of the future, with a plan of how you reach your exit goals
You have a specialized team of acquisition CFO’s to support acquiring businesses to help speed up your growth
You have a weekly cashflow prepared for you with visibility of the next 12 to 16 weeks
You get monthly reports that you trust with a reconciled balance sheet that will report your businesses net worth
You have a cost-effective finance team rather than hiring an expensive CFO without the right back office staff
You have a strategic partner that works alongside your growth and help to build the right finance team


AND

With the right plan you can create long term wealth from your business either through constant returns or through exiting at the value you WANT

If you feel like your business is doing well BUT feel you need more financial direction DM me today

taplio

The Battle

Ian Greig MBA

Julie Wilkinson Profit 👸🏻

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