Pecunia – Can we help your business as we have helped these?
"After meeting with Pecunia, we realised we needed to change our credit management processes. By implementing these new changes and processes, Tracey has saved our business up to £14K per annum. These savings will be put back into the company, allowing us to grow in the right direction.
I would highly recommend Pecunia to anyone looking to MOT their business finances, or for a bit of advice.” – Mark Lovelock – MI Security LTD
“Kevin’s advice was useful, practical and tailored to us which helped us feel much more confident in asserting our credit terms. This has had real benefits for managing our client relationships – and cash flow! Kevin also helped design our credit form which forms part of our standard procedure for new clients. Thank you!” – Alexandra Auger, Managing Director, The Juice Executive Ltd - Winner of KEiBA Entrepreneur of the year 2017!
“Tracey Westell from Pecunia is amazing, she is so knowledgeable, and explains everything in a simple manner so a lay-man like me can understand! Highly recommend Pecunia!” Katharine – Director
“Pecunia is fantastic, they were willing to help me with a situation at a drop of a hat, understanding that I wanted to solve the issue within a friendly manner. Tracey & Kevin understood my needs, took the time to delve a little deeper then resolved the issue….Thank You Pecunia”. – KL – Director
Any businesses selling their goods/services to customers on credit terms should have robust procedures in place to capture all the necessary data about their customers in order to undertake a credit risk assessment before opening a customer account. Certain documents are key to this process and it is vital these are well-designed.
Pecunia undertakes a ‘health check’ of your documentation and systems as follows:
- Credit Application form
- Credit Policy
- Invoices, statements of account, credit notes
- Trade credit reference request
- Collection letter templates
- Risk assessment
- Maintenance of sales ledger
- Collection procedures
- Dealing with non-paying customers
- Billing accuracy
- Measuring performance
We currently offer a non-chargeable 60 minute ‘health check’ consultation to establish the effectiveness of current practice and identify any gaps. Following our visit, we will issue a summary
report of our findings together with a quotation for any recommended improvements we feel would benefit your business.
There is no obligation on your part; you can simply elect to either request the full quoted work to be carried out or just part. In addition, Pecunia is willing to sign a confidentiality agreement regarding any company materials it is given access to. As a guide to the fees involved please see the options below: *click to enlarge
For further information
Call for a chat: 07905 611186 or 07403 287595