Areas of expertise
Business outsourcing services; business portfolio management
Simon has been with Smith & Williamson since 1988. He leads our Bristol office Business outsourcing services team as well as maintaining and managing a portfolio of owner managed businesses ranging from start-ups to established businesses turning over up to £10 million. The Business outsourcing services team is able to assist with management and statutory accounts, VAT returns, an outsourced finance function and production accounting, as well as providing general business advice.
As well as managing the accounts preparation process for clients, Simon spends a substantial amount of time working to help them develop their internal management information systems, installing and upgrading software and training relevant staff.
- Through working closely with businesses he has been able to develop many entrepreneurs through any growing pains and help build a strong platform for future growth or exit.