Pecunia

Pecunia

Cash Flow & Credit Management Consultancy & Training

Tel:

0740 328 7595

Customer Service

On Time

Quality

Value For Money

Overall Satisfaction

(based on 6 reviews)

Overview Key Info


Pecunia (2016) Limited was born out of the fundamental need for business understanding of the importance of credit management, how it fits within a business, and how to manage cash inflows and out flows.

Pecunia is the UK #1 Organic Cash Flow and Credit Management Consultancy. We are niche in the way we proactively work with businesses. passing on our extensive knowledge, experience, skills & expertise in helping firms implement systems and processes which enable them to increasing Profits to improve their own business success.

We have a proven track record in helping companies improve their cash flow, increase profits, reduce costs and gain a competitive advantage in their respective industry.
This is achieved through our ethos of:
Preventing problems arising rather than simply curing them
Reviewing credit policies, procedures and documentation
Working side by side with clients to maximise their organic cash flow
Embedding pro-active collection techniques into the business whil

Products & Services Products & Services


Products & Services consulting

Pecunia already offers SMB ‘free’ one hour consultation for a review of all credit management processes within a business. This is an ideal opportunity to ‘MOT’ the business from a cash flow perspective, to identify pain points as well as the positive processes they already utilise in their control of credit. Credit management having more effectiveness with processes that complement the business and its growth. during the consultation for businesses we can establish the effectiveness of current practice and identify any gaps We fundamentally work on:- 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 Following our visit, we will issue a summary report of our findings together with a statement of works for any recommended improvements we feel would benefit their business. Pecunia is willing to sign a confidentiality agreement regarding any company materials it is given access to

Products & Services credit control training

Pecunia runs a number of public credit control courses primarily in the south east, details of which can be found under the ‘Training’ tab on our website. We also offer bespoke training and education sessions which can cover the complete credit management functions or even focus on one specific area i.e. telephone collections. In order to tailor the training to your specific needs and make it relevant to your team, we can incorporate a pre-course visit to your office to ascertain your requirements.

Products & Services credit control outsourcing

If you are looking to outsource any of your credit control work, then we would be happy to discuss this with you.

Products & Services interim credit management

To assist you with covering credit manager staff absences (i.e. maternity leave) or backlogs with collecting payments from customers, Pecunia is also able to offer senior personnel to work alongside you from any period from one day up to six months. If you think any of these services would be beneficial to you then don’t delay, call today for a free confidential discussion.

Products & Services access retainers

We offer and advise all our clients to consider our retainer option, once a full consultancy package has been completed or within the rolling program By offering this our clients know that accessing us – accessing our knowledge, our expertise, even our network – is of value to them, and it provides them with peace of mind knowing we will deliver the best of all these elements to them when required The retainer fee is paid yearly, quarterly or monthly in advance by our client to assure services will be available to them for an extended amount of time, or the duration of the retainer deal Retainers are priced on three levels, and are discussed with clients in advance depending on their requirements Retainer agreements can bring stability to a business and works well with the intended growth, or future planning as many new issues would arise though this We can be on hand to give support and guidance as and when required For more information please contact us direct.

Products & Services Company Categories


Accounting services Office Administrative, Office Support & training Staff training, including HSE

Reviews Reviews


Review

Customer Service

On Time

Quality

Value For Money

Overall Satisfaction

I wanted to educate my team in credit control matters, but also be part of that training, not as a manager but as a colleague, interacting with the team on the same level. I asked Kevin if he could help me by putting a training exercise together for my team over a one – two day period. Due to Kevin’s tutoring at the London Met, I knew he had good training skills to manage this challenge. The results were brilliant, albeit the team thought, 'I know it all' they all enjoyed the training and the interaction with their peers. The one thing I like about Kevin, not only does he have the knowledge, but he has worked with many students over the years. I found the experience worked really well for my team, Kevin has a great technique when it comes to training, material, always brilliant, interesting and fun too. I know he spends a lot of time preparing for these events, we ended up asking him back the following year with a new topic which again the team enjoyed very well. The team were delighted to receive a certificate afterwards, they were pleasantly surprised at what they did learn and to train alongside their work colleagues. I would definitely recommend Kevin to any company for this training or refresher of your internal training sessions.

8th Oct 2018

Jacqueline Borthwick FCICM European Credit Manager
Review

Customer Service

On Time

Quality

Value For Money

Overall Satisfaction

We requested the services of Pecunia after and bad year of trading. Tracey came to our office, sat down with myself and admin team and looked over our T&C’s, Invoices templates and credit control procedures. Tracey advised on adjustments we needed to make in these areas, as well as putting our larger clients on a credit account, with the right application form, which she generated the same day. I would highly recommend the services of Pecunia, and would use them again in the future as my business grows.

8th Oct 2018

Robert Murphy, Polarity Electrical Systems
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