Translate numbers for clients: MAP's finance maturity model

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Overview

Helping business owners achieve financial confidence starts with translating the numbers for them.

Award-winning accountancy firm, MAP, is making financial reporting clearer, more actionable, and directly linked to business goals with their structured process: The Financial Maturity Curve.

MAP’s MD, Paul Barnes FCCA, shows us how financial reporting can evolve alongside a business’s financial maturity. MAP’s tested process is based on 11 years of experience to deliver an exceptional finance function with clearly defined outcomes.

Fathom is critical to MAP’s success in visualising financial data, monthly management accounts, forecasting and MAP’s ‘Commercial Health Check’ with tailored KPIs.

In this interview we cover:

- MAP’s structured process to guide business owners on their journey.

- How MAP structure their services, pricing and team.  

- the importance of a strong foundation of good data, bookkeeping and compliance services.

- A walk-through of MAP’s management accounts template and MAP’s commercial health check built in Fathom.  

MAP is a cloud-based accountancy firm based in the UK and services digital creative agencies.

Learn how to

  • MAP’s structured process to achieve financial maturity from good data foundations and compliance through to strategic financial advice.
  • The components of MAP’s commercial health check and account management reports template built in Fathom.
  • How MAP structure and price their services and build their teams.
  • How MAP talk through management reports and health checks with their clients and train their team for client conversations.

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About your presenter
About your presenters
Paul Barnes

Paul Barnes CA | MD and founder | MAP

Paul Barnes is the Managing Director and founder of UK accounting firm and outsourced finance function, MAP. His award wins include Xero Most Valuable Professional, Manchester Young Financial Professional and Xero's Most Innovative Firm.

He is regularly found at digital agency events in the UK speaking about agency maturity, growth and financial management.  

Connect with Paul on LinkedIn | MAP

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