Wilson & Gilkes Outsources Bookkeeping Needs to Numeric Eight

The Solution

Upon their first meeting (organised by Colin), Numeric Eight's Founder and Director, Trudi Yip, walked Wilson & Gilkes through her plan for addressing the business's requirements.  

"She was very clear," said Hunt. "Trudi is always accessible, always responsive, and available all of the time — I trust her!"

Trudi's strategy first involved placing two Numeric Eight staff on-site at Wilson & Gilkes. Aside from identifying the business's main challenges, these team members ensured the transfer of its financial management was as smooth as possible.  

Next, the company was assigned an Account Manager, Cheryl. To help Wilson & Gilkes avoid roadblocks, Cheryl made certain that any bookkeeping issues were swiftly addressed, provided comprehensive feedback detailing its current financial outlook, oversaw significant project deposits, and more.

"Cheryl is really good," said Hunt. "We've had a particular issue: sometimes we take deposits on projects, and accounting for it can be a bug-bear… Cheryl understands what we're trying to do and is making that process easy for us."

The Result

Following a seamless transfer of its bookkeeping needs, Wilson & Gilkes has benefited from Numeric Eight's streamlined approach to financial management, as well as its commitment to remaining accessible, competent and responsive. Furthermore, thanks to Colin’s input and advice, Trudi's leadership and Cheryl's management expertise, the company has overcome its previous challenges and remains on track for success.

"I was impressed with the level and extent of the resources available from Numeric Eight, which gave me the confidence to proceed with the engagement," said Hunt.

Through this partnership, Numeric Eight has once again sustained its record of providing premier bookkeeping services, enabling Wilson & Gilkes to continue exceeding expectations.