Lisa Curteis, Director realised her entrepreneurial dreams

Lisa Curties, Director of Rosemary Bookkeeping Ltd recently gave an interview to Elite franchise magazine about her experiences in franchising:

http://elitefranchisemagazine.co.uk/franchise-interviews/item/how-lisa-curteis-realised-her-entrepreneurial-dreams-with-rosemary-bookkeeping

Age is no barrier

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Steve Brown of Rosemary Bookkeeping Newbury is a finalist in the Olderpreneur of the Year category of the BFA’s Franchisee of the Year Awards.

Steve started his bookkeeping business in 2010 with his daughter, TJ Sutherland, who operates the Basingstoke territory.

He says: “I was working long hours in IT as a global business support manager in a pressurised environment and my daughter was looking to go back to work after having her daughter. We both wanted to achieve a better work/life balance.

TEAMWORK

“Since 2010 our business has grown extensively and we now have two full-time and three part-time members of staff. TJ and I work as a team, but each has key roles, with individual responsibility for our own territory and the clients within our territories. “Having grown the business, we now are able to take a back seat in relation to actually doing the processing and focus more on managing and growing the business. “One of my key aims at the start of the franchise was that I wanted to build a sustainable business to pass down to my children and grandchildren and support the local community. Rosemary Bookkeeping has helped me to fulfil this ambition and I hope that in our next term with Rosemary perhaps I can retire. “I am extremely proud to be a finalist in the British Franchise Association awards. It shows that even with age you can achieve great things.”

AFFORDABLE

The Rosemary Bookkeeping franchise responds to the increasing need in the UK for an affordable, professional bookkeeping service that supports both the client and the accountant. It’s based on a business concept that has been established and refined since 2002, providing a bookkeeping system within a fully supported franchise package. The franchise is run by two successful business women, Joanna Dennis and Lisa Curteis, who have over 50 years of business and bookkeeping experience between them. As an associate member of the bfa, Rosemary Bookkeeping has a proven ability to grow and sustain a franchise network.

Announcing a New Franchise Partner in Bournemouth

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From Poland to Germany to South Africa to the UK – support and guidance wins over Goska

Goska Dabrowski, as a child, moved around the world with her family – from Poland to Germany and finally settling in South Africa where she married and had her children.

In 2014 the family decided to relocate to the UK.  Whilst on a business trip to the UK, Goska’s hsusband, Jan,  saw an article featuring Rosemary Bookkeeping in a franchise magazine.  Being a bookkeeper, with 14 years of experience, after reading the article Goska knew that this was the perfect opportunity for her.

Settling in Bournemouth Goska continued with her due diligence on Rosemary Bookkeeping and after speaking to some existing franchise partners and meeting the Head Office team decided to join the franchise.

She hopes that the wealth of experience she has built up with ensure that she effectively support and guide her clients by offering a efficient and professional bookkeeping experience.

Rosemary BookkeepingTM franchise responds to the increasing need in the UK for an affordable, professional bookkeeping service that supports both the client and the accountant. Goska will be working in harmony with her clients’ accountants, providing them with exactly what they need in the format they want saving his clients’ time and money.

The franchise is based on a business concept that has been established and refined since 2002, providing a unique bookkeeping system within a fully supported franchise package. Goska will be able to obtain great flexibility and the potential for a superb work-life balance, that will allow her to juggle her new business whilst looking after the family home with her husband and children.

The franchise is run by 2 successful entrepreneur business women, Joanna Dennis, Lisa Curteis who have over 50 years of business and bookkeeping experience between them. As an Associate Member of the bfa, Rosemary Bookkeeping has a proven ability to grow and sustain a franchise network.

Rosemary Bookkeeping has recently opened up more territory opportunities in the Midlands, North of England and South East. For more information please call 0345 8620072.

Dedication, passion and determination

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With the NatWest Encouraging Women into Franchising (EWIF) Awards 2016 behind us, we’re congratulating our winners by shining the spotlight on each of them in turn. We had more entries than ever this year and Kellie Blake from Rosemary Bookkeeping stood out in the Franchise Employee of the Year Award category sponsored by What Franchise.

Kellie was nominated for her award by her employer, Lisa Curteis who wanted her to be recognised for the hard work she puts into her role on a daily basis. Kellie has been the backbone of Rosemary Bookkeeping HQ since she joined in 2012. She has stepped up to the many challenges that 2015 has brought with dedication, passion and drive. With such a varied role, Kellie has to make sure that she’s on top form to help support their franchise network and make sure they have everything they need to be successful.

“I was surprised and delighted to win my award, being a finalist last year and not winning made me even more determined to win this year. I believe that working within a small team for a franchisor means that you need to show real strength and commitment and I think that my award entry showed this. The tasks within my role are extremely varied and I have never turned down an opportunity to learn new skills and to develop myself in order to support the franchise and our franchise partners better,” explains Kellie.

During 2015, Kellie’s role within the Rosemary Bookkeeping team stepped up due to another member of staff’s personal pressures. Not one to shy away from a challenge, Kellie stepped into her new role with the same commitment and dedication she’s shown throughout her employment. Kellie’s role includes Franchise Recruitment, Social Media planning & writing, Event Planning (Discovery Days, new franchisees training events, Franchisee Forums and franchise shows), dealing with the setting up of new franchisees, looking after the administration of Head Office, supporting existing franchisees, dealing with the initial bookkeeping enquiries and collating Rosemary Bookkeeping work – to name but a few!

“I hope that, besides bringing excellent PR for our business, my award win will highlight how I work for an excellent franchisor who takes the time to develop their staff to impact not only themselves but, most importantly, their franchise partners, and that we all have a real pride in the franchise that we want everyone to know about!” adds Kellie.

EWIF’s primary focus is to support women who are looking for a route into the franchise industry. Our remit is threefold; to encourage women to consider buying a franchise, to encourage business women to franchise their existing operations and to help franchisors attract more women to their networks. We are a not-for-profit organisation run entirely by volunteers, providing advice and guidance to anyone looking at trying to break into the franchise industry.

Tips in a digital bookkeeping world

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How do Rosemary Bookkeeping support franchisees during times of technological change?

Just like any business in any sector, Rosemary Bookkeeping have to keep innovating and changing the way they work in order to keep up with changes in technology. While HMRC aim for a fully digital system by 2020 so it is essential that bookkeepers remain up-to-date with advancing technologies to avoid going out of business. With such a massive shift in the way that bookkeeping is conducted, how do Rosemary Bookkeeping support their franchisees in this changing world?

Rosemary Bookkeeping support to deliver their bookkeeping services as well as marketing their business in a digital world. By keeping up to date with the latest technology and software, franchisees ensure that they stay ahead in a highly competitive market. They are trained in new ways of working to win and retain business – working smarter and faster whilst maintaining a high level of customer service.

The Rosemary Bookkeeping franchise has over 20 nationwide franchised offices with a potential market size of approximately 6 million individual businesses. The franchise is based on a business concept that has been established and refined since 2002 providing a unique bookkeeping system within a fully-supported franchise package. Franchisees obtain huge flexibility with superb work-life balance – they work the hours they want, around their own commitments.

With so many businesses now operating online and using third party software to integrate into their businesses to complete sales activity it is vital that bookkeepers understand how this impacts their clients’ business so that they don’t get left in the dark ages whilst everyone else flies into the digital world and this is where Rosemary Head Office can offer support to their franchisees.

“One of our key customers is an online retailer. The biggest difference between an online client and a regular client is the lack of paperwork. We exchange all of the documents we need online and then upload them into our own online software in order to generate an invoice for each transaction. It’s a very simplistic system. There can be VAT issues depending on where their customer is and foreign currency can be a bit more complex. Rosemary Head Office support us in the technical aspects of the work and if we ever have any queries they’re our first port of call. We structured our online system along the lines of the Rosemary system which gives us guidelines for our own business,” explain Tony and Rosie, Rosemary Bookkeeping franchisees in Cheshunt.

“At Rosemary Bookkeeping, we provide our franchisees with a knowledge bank called ‘Herbal Essences’. This helps our franchisees to differentiate between different types of client and a guide on how to provide the best service for each one. As the bookkeeping world evolves, at Rosemary Bookkeeping, we keep on top of changes and make sure that everything we do is in line with the changes. Technology changes what we do for clients and how we do it,” explains Lisa Curteis, Franchise Director at Rosemary Bookkeeping.

Rosemary Bookkeeping ensure that they stay ahead of the competition and keep their franchisees successful and thriving in the bookkeeping sector.

If you would like to find out if the Rosemary franchise would suit you please contact our Franchise Team on 0345 862 0072 for an introductory chat.

The best time of year to start…

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When you speak to the experts on this topic the replies are varied. Some say in January, some say after the school summer holidays. The truth is, it really depends on the industry, the potential clients and with the biggest differentiator being the new business owner themselves.

It’s been a successful Q1 for Rosemary Bookkeeping Franchisees with more satisfied new clients than ever! The number of small businesses operating in the UK has been steadily increasing. In the last 24 months alone there’s been 146,000 new businesses formed, taking the total number of SMEs to around 6 million. That’s a huge market! It’s no wonder Rosemary Bookkeeping are seeing even more small business clients coming to them to keep their books tidy and up-to-date.

The how, what and when to business!

With business ownership being such a fashionable and attractive route to earning a living, many people turn their thoughts towards how they will make good money and in what sector to start in. The beauty with franchising is the greatly reduced risk in using someone else’s tried, tested and proven business model. Let them make the mistakes, so you can avoid them and fast track your own success – it’s a no brainer really. That’s why franchising has an over 97% success rate (according to the bfa/NatWest annual survey). Plus, there’s already a market need established – vital if you want to get ahead.

So, we go back to timing – the when. If you are considering a service based business, then the first rule of thumb is to make sure you have a good, solid target market. We’ve already explained that business ownership is on the increase (check out recent stats on the FSB website too). Rosemary Bookkeeping is so successful because their franchisees help small firms to intelligently process and keep financial records. Yawn yawn ,boring boring some might say, but hang on a minute! Having clear and meaningful accounts isn’t just something the banks like to see when considering lending. If you’re serious about growing, you’ll need to look weekly and monthly at meaningful management accounts: profit levels and payment schedules alone help clients understand what is happening in their business so they can make decisions about how to grow, what support they need or when to get finance.

What a client says:

“I’ve always been interested in how businesses make decisions to grow and what information they use. Our Rosemary Bookkeeping franchisee provides super tailored reports before our board meetings so we can really see what is happening,”

Sarah Carlile, Director at Coconut Creatives Ltd.

The Rosemary Bookkeeping franchise has over 20 nationwide franchised offices with a potential market size of approx. 6 million individual businesses. The franchise is based on a solid business concept established in 2002 with a unique charge-by-transaction bookkeeping service. It’s clear to clients exactly what they’re paying for which offers complete transparency for new sole traders or Ltd companies. Franchisees obtain huge flexibility with superb work-life balance – they work the hours they want, around their own commitments.

If you would like to find out if the Rosemary franchise would suit you please contact our Franchise Team on 0845 862 0072 for an introductory chat.

A Lifestyle checklist for 2016

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Whats Holding you back?

We’re looking for more Franchise Partners to join our growing network. Why not take the Rosemary Bookkeeping Franchise Partner quiz to see if you’ve got what it takes.

  • Do you want to choose the hours you work?
  • Are you ambitious?
  • Do you want to be your own boss?
  • Do you have drive and determination?
  • Can you delegate and manage people?
  • Can you follow a proven system?
  • Are you looking for a business with growth potential?

If you answered yes to 5 or more of the above, then Rosemary Bookkeeping could be the franchise opportunity you’ve been looking for.

Rosemary Bookkeeping delivers intelligent bookkeeping services to SMEs, accountants and franchisors ensuring consistency of delivery and high-quality work. We enable clients to make decisions on their businesses and give peace of mind that HMRC will be happy. With a market of over four million businesses in the UK, we know that our services are in demand and valued by business owners who are looking to spend time building their businesses. Our franchise is based on a unique business concept that has been established and refined since 2002 providing a bookkeeping system within a fully supported franchise package.

Shape your future

Not only will we support you in setting up and running your business, we offer three entry levels to reflect the added training and support we provide at the higher entry levels. We know that everyone has different goals and skillsets which is why our entry levels vary depending on your goals, aspirations and experience.

  • Associate Franchise Partner – £8,970
  • Franchise Partner – £16,970
  • Managing Franchise Partner – £21,970

In the progression from Franchise Partner to Managing Franchise Partner you will receive even more training and expert advice on growing your team to help you develop your business even further.

By offering these entry levels, we give you a process of managed progression to allow qualified professionals a lower entry level with vast opportunities to grow at your own pace and when the time is right within our extensive support structure.

Please contact us today if you’re ready to become a Rosemary Bookkeeping franchisee.