"We have been absolutely delighted with the service that your team has offered and a special thank you to Lynda and Janet who have been patient with us over the last couple of years as we have been developing systems to meet our growth targets – both have offered us amazing service"

Amanda Nurse, Managing director.

Carterwood offer expert opinion based upon market leading data, to enable their clients to make the most informed decisions. They provide solution-focused commercial due diligence as well as handling the sale and acquisition of property and businesses throughout the UK in the health & social care sector.

They contacted BookCheck in 2013 following a recommendation.

Before BookCheck - in summary

  • Carterwood had undergone significant growth since its inception in 2008. As a result the existing reporting system was inefficient and underpowered.

  • Carterwood needed to get to their accounting information more easily and to be able to report it in the right format.

  • Entering data was very time consuming.

  • Carterwood needed the ability to split and analyse their accounting information between different sectors of their business.

Before BookCheck - the problems

Carterwood were experiencing sustained growth and it was becoming obvious that along with their increased size and revenue their book-keeping and management accounts required a new solution. Carterwood were keen to monitor all aspects of their business and its cashflow in order to manage their rapid growth.

With BookCheck - in summary

  • Quality monthly accounts prepared promptly and without hassle

  • Full and accurate reconciliations

  • Monthly, insightful, bespoke management Information pack

  • Rolling 12-month cash flow forecast

  • Assistance with the annual budgeting process

With BookCheck - the solutions

BookCheck initially worked with Carterwood to review Carterwood’s systems and provide intelligent solutions to their accounting challenges. The workload was streamlined, including the monthly payroll, and company staff time was minimised. A complex rolling cashflow / budget model was introduced. BookCheck produced accurate management information that enabled Carterwood to continue to grow their company with confidence.

Amanda Nurse - Managing Director


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