Colin McNally

CJM Project Financial Management Ltd

Client reviews

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

We were running four separate businesses and struggling to align. Our previous accountant had not submitted responses in time to HMRC so we were keen to explore a more efficient service and to streamline our businesses.

How has Colin McNally helped you?

Colin has made himself available for routine and crisis talks regarding our finances. He has provided valuable advice and support and made helpful suggestions on how to move forward. His team are also friendly and approachable and I feel confident in their knowledge.

Have you seen the outcome you were hoping for?

We are still in the process.

What could they have done better?

We would benefit from a basic book-keeper to prepare finances for Colin. He has suggested one woman but she has been difficult to contact. An in-house, affordable service would be good.

Review from verified client

May, 2023

Overall

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Value

Based in Aberdeenshire

What were the circumstances that caused you to initially look for an accountant?

I am a limited company and my previous accountant went into liquidation.

How has Colin McNally helped you?

As above I was in the dark for a very long time on the old accountant. My books were left in a mess and I had bills fro HMRC that were unpaid. Colin and his company came to aid and basically fixed the mess and now provide me with a more pr0-Clive service that suits my needs. Furthermore I have since stated a new company and Colin and his colleagues have been there at every stage to support, offer guidance and consult on all matters relating to forming a company.

Have you seen the outcome you were hoping for?

Yes I have no complaints at all about the service we receive from Colin or his team.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

I started a social enterprise business and had no experience of accounting so needed a professional.

How has Colin McNally helped you?

Colin met with me in person at the very start of my business journey. He advised what was required in relation to setting up and requirements in relation to accounts, TAX, HMRC etc. His initial advice was under no obligation to go with his company. Colin has guided and advised throughout and when we became a charity he made sure that we were compliant with all aspects of what was required from being a charity. He advised using a banking account App which I now do, XERO. If I have any questions Colin is on hand to answer and make sure I am clear about the answer.

Have you seen the outcome you were hoping for?

Absolutely. I have every confidence that our financials are well looked after and moving to XERO has made it so much easier for me.

What could they have done better?

From my perspective I can see nothing that I can show fault in or comment on negatively

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

We were looking to move from our accountants who were based in Manchester, having known Colin and his firm for a number of years, and that they were local based, we thought they would be perfect for working in partnership with our business. Their knowledge, experience and professionalism is outstanding and I would have no hesitation to recommend this firm.

How has Colin McNally helped you?

Colin, supported the business through a compliance check which was conducted by HMRC. He audited the accounts in relation to this and had collated all the necessary records, documentation required to support the compliance check. which resulted in no further action or intervention by HMRC.

Have you seen the outcome you were hoping for?

Absolutely,

What could they have done better?

I cannot fault them in anyway, Colin and his team are professional qualified accountants, extremely knowledgeable in business and are a huge support to my business.

Review from verified client

May, 2023

Overall

Advice

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Value

Based in Dumfriesshire

What were the circumstances that caused you to initially look for an accountant?

I TOOK OVER THE BUISNESS JUST OVER 4 YEARS AGO AND COLIN WAS ALREADY THE ACCOUNTANT , AND AFTER SPEAKING WITH COLIN PERSONALLY , WE WERE VERY HAPPY TO CONTINUE WITH HIS SERVICES.

How has Colin McNally helped you?

COLIN AND HIS TEAM HAVE KEPT US WELL INFORMED WITH EVERYTHING WE HAVE NEEDED , WITH HELP FROM DEALING WITH ACCOUNTS AND VAT RETURNS AND ANYTHING ELSE TO DO WITH HMRC.

Have you seen the outcome you were hoping for?

YES

What could they have done better?

NOTHING , ANY INFORMATION OR HELP WITH ANY QUEERIES , THEY WERE THERE TO HELP.

Colin's reply

Thank you so much Scott.. Love working with the team at WCT

Review from verified client

May, 2018

Overall

Service

Advice

Value

Based in Dunbartonshire

What were the circumstances that caused you to initially look for an accountant?

To do my accounts and sort my tax.

How has Colin McNally helped you?

My last accountant was teribble and left my accounts in a mess but Colin has been excellent and sorted everything out for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Honestly nothing and if anyone was to read this I would highly recommend to anyone if they need an accountant he would be perfect choice

Review from verified client

May, 2018

Overall

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Value

Based in Renfrewshire

What were the circumstances that caused you to initially look for an accountant?

To make sure that my Self Assessment tax Return is accurate before sending it.

How has Colin McNally helped you?

He checked my income and expenses calculations then he assisted in completing my Self-Assessment Tax Return online.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2018

Overall

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Value

Based in Midlothian

What were the circumstances that caused you to initially look for an accountant?

Our members and our main funders required the accounts to be audited. We also wanted someone to deal with any statutory returns as required.

How has Colin McNally helped you?

Colin met with key members of the Board and quickly understood our operation and what we would need help with. He was always available if needed and his happy outlook meant we never felt any question was too daft. He dealt with our statutory returns and attended our agm to answer any questions from our members.

Have you seen the outcome you were hoping for?

Colin went delivered beyond the terms of our contract.

Review from verified client

March, 2018

Overall

Advice

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Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

Grant funding application for re-brand and development of established business.

How has Colin McNally helped you?

Marketing plan, cash flow projections and business plan.

Have you seen the outcome you were hoping for?

Almost....still a work in progress at the moment.

What could they have done better?

Nothing....Colin's advice and guidance was excellent at the time.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

Previous accountant gave up accountancy.

How has Colin McNally helped you?

He put the accounts in order to enable us to do our self assessment.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

Impartial advice on Business matters.

How has Colin McNally helped you?

Private consultation for discussion on Business matters.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Ross-shire

What were the circumstances that caused you to initially look for an accountant?

Required professional services of a qualified accountant.

How has Colin McNally helped you?

Colin and his team have been professional and friendly from the very first point of contact. Colin has been at the end of a phone should we have any questions. His attention to detail is second to none and his professionalism is to be highly recommended.

Have you seen the outcome you were hoping for?

Neat and professional production of our accounts and tax returns.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

Reporting back to funder.

How has Colin McNally helped you?

To provide a report.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Renfrewshire

What were the circumstances that caused you to initially look for an accountant?

I was running a small business.

How has Colin McNally helped you?

Legal advice, tax and changing my business to a not for profit organisation.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Honestly I don’t think k there is anything I’d have changed, he was very professional, friendly and polite and got the job done efficiently.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

In recent months I have found myself in some financial difficulty. I also fell my Xero is all over the place.

How has Colin McNally helped you?

At the start Colin gave me and my business sound advice. Cokin explained everything in a way that me and the business understood and continues to understand. We now have an accountant who is in the process of making my xero more produvtive and offering training to all my staff. This has eased stress and my new accounts will allow me to seek if required funding to help my business grow. Colins greatest asset was he never pushed you into any product or service. We were given time to consider the advice given, which is rare today.

Have you seen the outcome you were hoping for?

Yes and we will continue to see the benifits of cokibs help.

What could they have done better?

Nothing. As simple as that.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

I knew absolutely nothing about starting up a business or what taxes I would be liable for.

How has Colin McNally helped you?

Colin made me aware of when I would need to be VAT registered, he gave me confidence in keeping track of my income and expenditure, he gave me sound advice on financing my business but most of all he made me feel confident that I know how to stay on the right side of the tax man and won't get hit with unexpected tax bills or fines.

Have you seen the outcome you were hoping for?

Yes, I have an awareness of how to stay in control with my finances.

What could they have done better?

As I'm completely new to starting up a business, I felt the advice I was given was completely appropriate to my situation. I'm quite sure that as my business develops and my understanding of running a business grows then I will have a need for more advice but to have received that advice just now would have been overwhelming. So right now, I have no constructive criticism to offer.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Dunbartonshire

What were the circumstances that caused you to initially look for an accountant?

To do my taxes and do my books.

How has Colin McNally helped you?

Helped me sort out my tax as I had a previous accountant who made a mess of my accounts and was getting fines and has sorted everything out for me.

Have you seen the outcome you were hoping for?

Yes everything is up to date and I can get in touch with him if I have any issues.

What could they have done better?

There's not much to be honest I am pretty happy with everything. As he has done amazing to sort out my mess

Review from verified client

June, 2017

Overall

Advice

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Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

I was introduced to Colin through Business Gateway as I was setting up my Limited Company and had to produce a business plan and accounts in order to secure funding.

How has Colin McNally helped you?

Colin's help has been invaluable to Empower Studios Ltd. He massively helped with our business plan which then led to securing funding. Our business today would look incredibly different had we not had the help and support from Colin. As an entrepreneur juggling many aspects of the business and learning many lessons as I go, I still have areas of the business that are challenging for me and Colin made one part of this less daunting and actually enjoyable. I can't thank Colin enough for his help and support over the past year.

Have you seen the outcome you were hoping for?

Absolutely. We are proud to say that we have secured all funding which will now take Empower Studios to be the business we have visualised for many years.

What could they have done better?

I can't think of anything Colin could have done better. We have been delighted with the work Colin has done for us over the last year and gladly we will continue to work with him as the business expands.

Review from verified client

June, 2017

Overall

Advice

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Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

A new Scallop group was started and I wanted Colin to independently review the accounts before I took them over.

How has Colin McNally helped you?

He took notes reviewed accounts and gave suggestion required for group to go forward in the right direction.

Have you seen the outcome you were hoping for?

I got the guidance I needed from Colin to move forward with a group I have recently taken over doing the accounts.

What could they have done better?

Honestly nothing first class service from start to finish. I will be sticking with Colin... Friendly approachable and professional.

Review from verified client

April, 2017

Overall

Advice

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Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

Our organisation has increased its turnover significantly over the last 12 months. An independent review was required to provide advice and feedback that could be agreed and implemented.

How has Colin McNally helped you?

Colin had an excellent understanding of our operations. He provided options for progressions, group discussions for service convergence and an overall good practice guide for financial prudence.

Have you seen the outcome you were hoping for?

The Board of ACDI are currently finalising our outcomes and looking to implement these procedures in the coming weeks.

What could they have done better?

N/A

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

Restructuring finance model to support business growth.

How has Colin McNally helped you?

Colin helped me put together financial projections and also introduced me to other personnel working within the financial institutions.

Have you seen the outcome you were hoping for?

yes We have been able to put a robust set of financial projections to support the business aspirations along with a business plan and are now 95% ready to implement the new restructuring finance model.

Review from verified client

July, 2016

Overall

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Value

Based in West Lothian

What were the circumstances that caused you to initially look for an accountant?

looking for information, advice and guidance on the setting up of an enterprise.

How has Colin McNally helped you?

Colin was employed as a consultant who was given a clear brief to undertake a feasibility study on our behalf. Colin completed the work as per the contract, spent time with individuals and answered all questions related to the study.

Have you seen the outcome you were hoping for?

yes, the feasibility study helped the partnership to consider the best way forward. Colin gave, impartial, practical advice and helped partners to focus on the main considerations.

What could they have done better?

I have no comments. COlin was very helpful, understood what was asked of him and constantly checked out that we were happy with the service.

Review from verified client

May, 2016

Overall

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Value

Based in Lanarkshire

What were the circumstances that caused you to initially look for an accountant?

We needed to look at the feasibility of expanding our service and needed to gain feedback from stakeholders, clients and prospective partners.

How has Colin McNally helped you?

Colin undertook a thorough fact finding scan of all respective parties and produced a clear and practical report.

Have you seen the outcome you were hoping for?

we are still in the process of realising the findings of the feasibility study and are looking to create a business plan based on it.

What could they have done better?

there were times when schedules did not match up - but this was as much our schedules and Colin still managed to bring the report in on time.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Lanarkshire

What were the circumstances that caused you to initially look for an accountant?

We have identified the potential opportunity to become an accredited training centre providing a wider range of qualificaitons and to become an Employability Fund Provider. We sought a further feasibility study to establish if the wider training and employability fund options do have market demand and will be financially viable for us to deliver and generate potential income.

How has Colin McNally helped you?

He produced a comprehensive feasibility study which will be fully utilised by our governance team and will inform the future business strategy. He perfectly understood our needs and provided a full analysis of our organisational structure, our resources, financials, the market and potential for the delivery of the training courses and vocational qualifications.

Have you seen the outcome you were hoping for?

Yes, the feasibility study was completed to very high standards.

What could they have done better?

His services were exceptional and I would strongly recommend him.

Review from verified client

March, 2016

Overall

Advice

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Value

Based in Lanarkshire

What were the circumstances that caused you to initially look for an accountant?

Preparing a Business Plan for a new charity.

How has Colin McNally helped you?

Colin made a thorough assessment of the business needs, researched and formulated the plan. Included valuable suggestions and expertise in financial formats and operational outcomes. He was professional, knowledgable and constrctive in completing a valuable document that is an excellent comprehensive management tool.

Have you seen the outcome you were hoping for?

Yes. We received, in a short timeframe, the completed substantial Business Document.

What could they have done better?

We were very satisfied with the manner in which this service was conducted and the results.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

The need for account audit.

How has Colin McNally helped you?

Gives good advise and audits two accounts for two charities for which m the treasurer.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

As far as I'm aware he has done everything I was looking for

Review from verified client

February, 2016

Overall

Advice

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Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

To provide OSCR returns.

How has Colin McNally helped you?

Hi Prepared the accounts to OSCR standards and advised me on completing the return.

Have you seen the outcome you were hoping for?

Yes, accounts were approved by OSCR with no queries.

Review from verified client

February, 2016

Overall

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Value

Based in Wigtownshire

What were the circumstances that caused you to initially look for an accountant?

TO reduce our accounting costs and receive a faster service.

How has Colin McNally helped you?

Colin delivered reduced costs and a prompt service.

Have you seen the outcome you were hoping for?

Yes it is now easy to keep accounts up to date.

What could they have done better?

Nothing

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

moving into the area and needing to fill in the tax return. discussion of investments.

How has Colin McNally helped you?

he fulfilled both of the reasons I sought an accountant, and was easy to ask for advice without feeling "thick".

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

I can't think of anything, it was a good consultation and remains a professional relationship I would look to continue.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Lanarkshire

What were the circumstances that caused you to initially look for an accountant?

I was in need of specific advice relating to a number of client situations, as well as in need of a good accountant to manage my own accounts and personal tax.

How has Colin McNally helped you?

Colin has provided expert advice on a number of situations, carefully outlining the pros and cons of each option and providing informed and well-balanced guidance on the best course of action. He also completed all of the statutory reports to an excellent standard.

Have you seen the outcome you were hoping for?

Yes. I've been very happy with all advice and services provided. Colin provides friendly and expert advice and represents excellent value for money.

Review from verified client

January, 2016

Overall

Advice

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Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

I needed professional guidance and assistance with my self employed accounts which led me to find local accountant, Colin.

How has Colin McNally helped you?

He provided me with a real quality of knowledgeable, accurate, speedy and reliable service. I can wholeheartedly recommend him as being someone who will seek to understand how he can help and explain what he can do for you in a clear and succinct manner. He is completely trustworthy and someone that I can totally rely upon to guide me with my accounts at the highest level.

Have you seen the outcome you were hoping for?

Absolutely, Colin has been a real beacon of light and support to me in assisting with working through and summising/ entering my end of year accounts!.

What could they have done better?

na

Review from verified client

January, 2016

Overall

Advice

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Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

We needed an Accountant to carry out the year end Audit, submit accounts to Companies House and calculate and submit Corporation Tax Return.

How has Colin McNally helped you?

Colin fully understood our requirements and carried out the work in a very professional manner. All work was completed within the required timescale. Working with a local company is really important to us and we found Colin to fit in with all our requirements.

Have you seen the outcome you were hoping for?

Our company has greatly benefited by engaging Colin to deal with all our statutory requirements. It is good to have someone reliable and we certainly fould that in Colin.

What could they have done better?

As far as the service provided by Colin is concerned, we could not have asked for better. I would find it difficult to suggest an area which Colin could have done better.

Review from verified client

January, 2016

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Value

Based in Inverness-shire

What were the circumstances that caused you to initially look for an accountant?

Found our previous accountant to be expensive and at times unhelpful.

How has Colin McNally helped you?

Colin was recommended to us and has proved to be not only efficient but his services are very reasonably priced and he always takes the time to explain when I find tax matters confusing. His patience knows no bounds and to top it all he's a really nice guy who, unlike a lot of accountants. still has the ability to speak in layman's terms!.

Have you seen the outcome you were hoping for?

Colin has managed to turn our financial disorder into a thing of harmony and beauty!.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

We were looking to get advice on restructuring our business.

How has Colin McNally helped you?

Colin was clear and concise and assisted us every step of the way. He was easily contacted and imslaways quick to requests for help and assistance.

Have you seen the outcome you were hoping for?

We are pleased with the final outcome.

What could they have done better?

Nothing, we are very pleased with the level of service that we have received from Colin and would have no difficulty in recommending him.

Review from verified client

January, 2016

Overall

Advice

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Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

New business needing quality accountant.

How has Colin McNally helped you?

By completing my annual returns timeously and accurately.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

January, 2016

Overall

Advice

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Value

Based in Lanarkshire

What were the circumstances that caused you to initially look for an accountant?

Business Planning.

How has Colin McNally helped you?

Brought together all our key financial needs into a comprehensive but easy to understand business plan.

Have you seen the outcome you were hoping for?

Ability to secure funding.

What could they have done better?

n/a

Review from verified client

December, 2015

Overall

Advice

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Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

We needed an Accountant that could understand the requirements of OSCR.

How has Colin McNally helped you?

He explained the information that he required to enable him to compile the report for us and then submitted the report for us. We now have a full understanding of why the OSCR report is necessary and what it involves.

Have you seen the outcome you were hoping for?

Yes. We now use Colin's service every year.

What could they have done better?

The only thing that could improve is if Colin was to alert us at the time of year when we should be thinking of compiling the report.

Review from verified client

December, 2015

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Advice

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Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

Needed an accountant to prepare charity accounts for OSCR.

How has Colin McNally helped you?

Colin prepared the accounts for us and gave us some advice in going forward. He explained everything clearly and in a professional manner.

Have you seen the outcome you were hoping for?

Yes we received the service required. The accounts were prepared and presented to us in a timely fashion. This allowed us to submit them to OSCR in plenty of time.

What could they have done better?

Nothing. He did everything very well.

Review from verified client

December, 2015

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Based in Lanarkshire

What were the circumstances that caused you to initially look for an accountant?

My previous accountant was a city firm, that charged a very high fee for performing a company & personal tax return. Whenever I contacted them with a question, I did not always get a response. It made me feel like I was an invaluable client.

How has Colin McNally helped you?

Colin charged me a very fair fee for a detail set of year end accounts. He addressed the questions I raised in a professional and timeous manner.

Have you seen the outcome you were hoping for?

He assisted me in a fast turnaround of my year end accounts, helped me to close my company as I have recently bought an other company.

Review from verified client

December, 2015

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Based in Ayrshire

What were the circumstances that caused you to initially look for an accountant?

Required an honest, knowledgeable, reliable and professional accountant who could relate to our circumstances.

How has Colin McNally helped you?

Honest, friendly, accommodating, professional, knowledgeable, prompt attention to all forms of contact, nothing too troublesome to him. Fully understood our circumstances. Perfectly happy to leave all our financial tax issues to Colin in the full knowledge that he will deal with them timeously, honestly and professionally.

Have you seen the outcome you were hoping for?

In a word, YES.

What could they have done better?

NOTHING. He is the ideal accountant for our purposes.