Client Case Studies

We are proud to be a high quality, Liverpool Accountants on a mission to push your business forward. Our goal is to provide you with the tools, advice, and support you need to achieve your business goals.

At JDA, we care about our clients and their businesses just as much as we do about our own.

It can be confusing when trying to pick the right accountant for you. Getting it right is vital for the success of your business. If you are looking to work with a tech savvy, passionate and supportive accountant then we could be the right fit for you. We’ve helped to grow and support many businesses just like yours!

When searching for any new product or service, it’s important to hear what existing clients have to say. We don’t expect you to take our word for it – take a look at what our clients have to say about us.

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Name: Tamara Jackson
Position: Director
Business: Matchetts Music

Date: Summer 2023

Matchetts Music

Matchetts music has been a client at JDA for over a year now. We look after all of the accounting side of the business, from Management Accounts to Payroll.

Based in Belfast, Matchetts is a music store selling a range of instruments from classical to rock, even with a couple of celebrity customers!

We caught up with Tamara Jackson from Matchetts to talk through her experiences working with Jon Davies Accountants…

What does Matchetts music do?

Matchetts is a music retail store based in Belfast City Centre on the High Street. We’ve got two stores beside each other. One’s more rock based with guitars, amplifiers, PA, and the other one’s more classical and folk with piano, bass, woodwind, and more traditional instruments. A little something for everyone I suppose!

What is the history of the business?

Matchetts itself was established in 1936 by Stanley Matchett, however, my mum and dad bought the business in 1979 and have been running it ever since!

Before buying Matchetts, my dad was an apprentice church organ builder. When my mum fell pregnant with me, my parents bought a house and planned to sell second hand pianos underneath. However, when their town was unfortunately bombed in the Troubles, they relocated to the provincial town of Newtownards where my dad set up a general music shop.

My dad then got big into selling home organs and began to open shops. These were really popular instruments in the 70s and many people were buying them for their homes. When he discovered that Stanley Matchett was retiring, he bought Matchetts music in Belfast City Centre and I guess you could say the rest is history!

What is the best part about running a business?

Well, for me it’s just the variety. I just love that no day is the same.  I need to know my numbers, I need to learn about accounts, I need to do marketing, sales, maintenance, the list is endless!  It all comes back to me, so I need to know a little bit about everything.  I really love the variety and having the ability to be able to make changes and do what’s best for the business.

 

What is your day-to-day role in the Business?

My day-to day-role is I oversee a lot of the things that are going on in the business. I focus a lot of my time onto marketing the business and the accounts. However, I have been able to pass that on to you guys now and that has been such a great help!

What is the biggest lesson you have learnt running a business?

I think the biggest lesson I have learnt is that there is always going to be something that you don’t know. There is always something else that you are able to learn in order to elevate your business. Another lesson I have learnt is that you can never be complacent. In business, you just don’t know what is around the corner. You have got to keep pushing forward and always keep your eye on the ball.

What services do you get from JDA and how do these benefit you?

JDA looks after all our payroll whilst also doing our management accounts quarterly and our year end accounts. It benefits me having the comfort of knowing that all of our accounts are being done properly and having that back up there incase of any issues. For me, I run Xero and it is great to have Serena there to check everything and make sure I haven’t messed up!

I find it really beneficial having our management accounts done quarterly as it helps us to plan throughout the year and understand our numbers, rather than just all at the end of the year. Having our payroll looked after is a real weight off my shoulders. Recently, we had an employee go on to maternity leave and an employee leave within the space of a month. It is great having JDA there because I could just send that information over and not have to worry about anything myself!

What do you like to do outside of work?

Well, I’ve got three children, so I spend a lot of my free time with them! We like to go to the cinema a lot and my daughter’s started swimming, so every weekend at the minute I’m at a gala timekeeping! And if I get some time for me, I love reading. If it’s not a business book, it’s a good crime novel.

Have you ever had any famous people come into the store?

A couple of months ago, Robert Plant actually came into our store! We got a photo with him and posted it on Facebook, and it went viral. We had the front page of the Irish News and were also in the Belfast Telegraph!

We’ve had a lot of people in over the years, we did a really good drum clinic years ago with Chad Smith from Red Hot Chilli Peppers in 2000. And I think Rich said one day he remembered looking up at the counter to serve someone and it was Slash from Guns n’ Roses. And then, of course we have lots of the local bands in.

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Name: Lee Mitchell
Position: Director
Business: Sort Rehearsal Rooms Limited

Date: Autumn 2022

Sort Rehearsal Rooms

Sort Rehearsal Rooms has been a client at JDA since the very beginning! We look after all of the accounting side of the business, from VAT, to End of Year Tax to Payroll.

Based in Liverpool, Sort Rehearsal Rooms Limited provide soundproof professional rehearsal spaces for musicians!

We caught up with Lee Mitchell from Sort Rehearsal Rooms to talk through his experiences working with Jon Davies Accountants…

What does Sort Rehearsal Rooms Limited do?

In short, Sort Rehearsal Rooms Limited provide soundproof professional rehearsal spaces for musicians! We pride ourselves on providing the perfect space for a musician to
rehearse their music, hang out with like-minded musicians and become part of a creative community. We have just expanded to a second floor so, in total, we now have 8 rehearsal rooms, a writing room, and a studio in Liverpool’s Baltic Triangle!

Why did you start the business?

I have always had a love for music and have a degree in music. I opened the business back in April 2017. At the time, I was a touring manager and found that in Liverpool there was a lack of rehearsal spaces for musicians. I really wanted to create a professional space and offer stability to these musicians for an affordable price, so I opened Sort Rehearsal Rooms. It has been non-stop ever since!

What is the best part about running a business?

This answer is easy – music and the people! I love interacting with musicians and people who share my passion for music. I have never been interested in an office 9-5 job and this offers me flexibility throughout work and combines my passion for music. I love working with like-minded people and watching everything come together.

 

What is the biggest lesson you have learnt running a business?

I love the business and my job, but I would say staffing can be difficult. I love to offer the staff flexibility as most of our staff are freelance musicians. This means they do not have a set contract so that they can have the flexibility to tour if they want to.

However, this can be difficult to navigate when it comes to time off! Though we always figure it out and I wouldn’t have it any other way as I love being able to offer this stability to my staff!

What services do you get from JDA and how do these benefit you?

Jon Davies Accountants help us manage all aspects when it comes to accounting. They manage my VAT, End of Year Tax, Self-Assessment and Payroll! I find this so helpful as I know it is sorted without having to fret and I can focus more on the business!

I love that I have a reliable Client Manager, and I can ask all my weird and wonderful questions. Having that point of contact is really helpful and means I can get all the answers I need from a knowledgeable source!

What do you like to do outside of work?

I spend most of my time working but if I am not working, believe it or not, I go to gigs! I absolutely love music, so it is in most aspects of my life! However, apart from music, I would say I love to spend quality time with my family.

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Name: Tim Leigh
Position: Director
Business: The Pillow With A Hole

Date: Spring 2022

The Pillow With A Hole

The Pillow With A Hole have been a client at JDA for over 2 years now. What they do is pretty self explanatory… they sell pillows with a hole in the middle! The benefits are astounding and have aided so many people who have difficulty sleeping.

We caught up with Tim Leigh from The Pillow With A Hole to talk through his experiences working with Jon Davies Accountants…

What does The Pillow With A Hole do?

The Pillow with a Hole simply creates pillows with a hole! Though this sounds like a crazy notion, our pillows have life changing effects. They relieve pressure and friction from the ear, and this is useful in several situations. Such as healing ear pressure sores, post operative healing and ear-piercing aftercare.

They can even relieve pulsatile tinnitus and we’ve saved more than one marriage by allowing people to sleep comfortably with earplugs or earphones. Our pillows help individuals as they not only address their issue directly, but also give people a better night’s sleep!  We offer a variety of products all designed and manufactured in Liverpool!

Why did you start the business?

I have always been a creative character! I used to work as an English teacher in Asia when the business idea first came around. My mum, Judy, has always suffered with ear problems and in 2014 she was on a trip in the Sahara Desert where she was given a sandbag upon which to sleep. 

She had always suffered with sleep due to ear pain, so the thought of sleeping on a hard sandbag was not pleasant! However, she found that poking a hole in the sandbag not only offered relief but was more comfortable than her normal pillow! When she returned home, she began creating designs for the original ‘Pillow with a Hole’.

At the time, I thought this was a crazy idea, but I knew it was something that had potential. I was passionate about this idea and helping others, so my Mum and I set up the business together and have been in business ever since.

What is the best part about running a business?

I would say the best bit about running a business is helping others. The letters of thanks I receive from clients who we are genuinely helping is so rewarding. The thought that I have created something that is changing people’s lives fills me with pride.  I also love that I can transfer my creative skills to this job. I find leading in something important to me extremely exciting!

 

What is the biggest lesson you have learnt?

As this business holds an extremely close place in my heart, I sometimes find it difficult separating my personal emotions from the business! As the business is so idiosyncratic, I am still learning to separate the two. I know this is extremely important to help the business grow.

What services do you get from JDA and how do these benefit you?

I couldn’t operate without JDA! Our business is such a global complex business, and I am not a numbers guy. I find it so relaxing that I have accountants that are so knowledgeable and care about my accounts. All the team are extremely helpful, and I feel they enjoy what they do.

Jon Davies Accountants help me with everything from my book-keeping to my management accounts. I really find the regular management account meetings extremely helpful as they offer me an informative and knowledgeable service in a way that I can understand. It allows me more time to focus on my business knowing the numbers are sorted as I have professionals on my side!

What do you like to do outside of work?

I have the cutest dog called The Baron Vladimir Harkonnen. I have had him for five years and spend a lot of time hiking with him. I love computer games, so I spend some of my spare time playing them. I find it really interesting how computer games bring together all forms of art. They encompass storytelling, narrative, music, visuals and are also interactive, which I love! Beyond that I’m either making watches or hanging around on Lark Lane!

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Name: Hilary Collins
Position: Director
Business: Grafton Nursery and Envisage Gardens by Design

Date: 07 December 2022

Grafton Nursery and Envisage Gardens by Design

Grafton Nursery and Envisage Gardens by Design is family run, with the two businesses complimenting each other. They have been a client at JDA for over two years now, and Hilary is also an Entrepreneurs Circle member like Jon.  .

We caught up with Director, Hilary Collins to discuss her experiences working with Jon Davies Accountants…

What do Grafton Nursery and Envisage Gardens by Design do?

We are a family concern, and we have two businesses that complement each other. At Grafton Nursery we grow and sell eucalyptus trees to a wide range of clients. We sell to the paper production industry, biomass power stations, and the cosmetic industry to name a few.

Envisage Gardens by Design provides landscape garden services. My daughter Charlie and my husband Stephen are responsible for the design and implementation.  These projects are large, and can last several years. 

Why did you start the business?

I’m unemployable, so I work for myself! All jokes aside, I was rebellious but creative at school. I either wanted to be a dietitian or a horticulturist. I’ve always been fascinated by plants that can do jobs.  I met my husband Stephen at the University of Bath where we read horticulture together. Stephen grew up on a 12-acre tomato and salad crop nursery and I’d been growing things with my dad since I was 3!  When we graduated, we set up a temporary nursery in Liverpool. Our first joint design commission was for Eddie Braben, who was one of my dad’s friends and the main scriptwriter for Morecambe and Wise.

In 2008, we bought a derelict bedding plant nursery with a plan to build our forever home. The nursery would be our retirement plan. We would keep a few plants for Envisage Gardens by Design and focus on the nursery in our spare time. However, the nursery became the priority as the planning permission dictated that the nursery needed to be active. Suddenly we had two businesses to get up and running.  We had the freedom to grow whatever we wanted, and I was interested in the eucalyptus tree because they are evergreen and I wanted to research them more. That’s how Grafton Nursery was born!

What is the best part about running a business?

I like being in control of my future, and I like running teams of people to get a result.  It can be super stressful, but it’s really rewarding too. No other job would allow me to blend my passion with my career.

 

What is the biggest lesson you have learnt?

Since starting the business, we’ve learnt many lessons. Delegation, cash flow control, having a business mentor, and having the right people to support you, will help to grow your business. However, something that encompasses all of those would be joining the Entrepreneurs Circle.  We get so much value from the EC. They provide a business mentor, marketing support and guidance to help understand what will drive the business forward.

What services do you get from JDA and how do these benefit you?

We have Management Accounts included in our package from JDA. It has been a real breath of fresh air for me. We’ve had 6 previous accountants, but nobody buys into what we do like JDA do. They are lucky number 7! They provide the type of analysis that we’ve wanted for years. The feedback and comments we receive give us more confidence for the future.

What do you like to do outside of work?

I’m a self-confessed workaholic, so that doesn’t leave much spare time. I’ve previously written a book ‘Fantastic Foliage and How to Farm It’, and I plan to write more books in the future. Aside from tending to my collection of plants, I like to spend time with my two spaniels, Archie and Teddy. We like to visit National Trust Gardens, and this year we’ll be starting to build our dream house!

You can take a look at some of the amazing designs Hilary and the team have done recently at  https://www.envisage-gardens.co.uk/projects or purchase your very own eucalyptus from https://www.hardy-eucalyptus.com/

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Name: Allison Wafer
Position: Director
Business: Silver Fingerprint Limited

Date Spring 2021

Silver Fingerprint Limited

Silver Fingerprint Limited, who trade as Recollections Jewellery manufacture memorial jewellery, capturing something personal from somebody who has passed away.

We caught up with Director, Allison Wafer to discuss her experiences working with Jon Davies Accountants…

What does Silver Fingerprint do?

We manufacture memorial jewellery. Our products capture something very personal from somebody who’s passed away. This can be a fingerprint, some of their handwriting, or some ashes. We know that the product
isn’t for everybody and that’s why we brought in capturing somebody’s handwriting.

Most people have a birthday card or something with somebody’s writing on. We can prevent it from ruin by capturing it in solid gold or silver.

Why did you start the business?

That’s a long story! I was previously an accountant and worked with Jon at Coopers and Lybrand in the 1990s. I then moved to work for one of Coopers & Lybrand’s clients. I travelled the world but worked far too many hours, so I decided I wanted to do something a little more creative. Unfortunately, it just wasn’t the right time.

Back in 2004 we were caught up in the Tsunami, so my husband and I decided to just set up our own business. My husband was an electrician, and I was an accountant, so it was a risk giving up our well-paid jobs. We decided to set up a franchise. We sold our products to Selfridges and Debenhams and it did very well! It was in the keepsake memorabilia market too. We had come across some fingerprint jewellery being done badly and
thought if we could do it better and have good distribution routes, we could move it out of retail and into funeral care. So, we did just that!

Over the next four years, we spent time looking into technologies and getting the process right to take it into market. We did lots of testing and got in with some big players in the funeral market. We sold the franchise and focused on this side of the business.

What is the best part about running a business?

The day-to-day running of the business as there is a variety of challenges. At the minute, I’m focused on growing the business on the sales and marketing side. However, if I’m at the studio, I could be polishing some
jewellery. I could then be on the phone arranging a meeting that could improve our sales by £1 million!

 

What is the biggest lesson you have learnt?

Have a plan and stick to it. Don’t be scared to change the plan along the way but stick to it.

What services do you get from JDA and how do these benefit you?

Even though I’m a Chartered Accountant, I value the services because things always get done on a timely basis. Payroll is the hassle I can do without and this is all taken care of, especially when it comes to furlough. I also have tax advice. Having somebody else who is really good at it means I can hand it over to them and focus on the business.

What do you like to do outside of work?

Spend time with my husband, who I see every day as I do work with him as well. I’m into training, especially in the gym and going to CrossFit. I like visiting different places- I like being by the coast in Torquay.

I spend some time painting and drawing although there isn’t much time for that now!

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Name: Julia Henderson
Position: Director
Business: Tails in the City Ltd

Date Autumn 2019

Tails in the City Ltd

When we’re allowed out of the office, all of the JDA team love to visit Tails in the City and all of their furry friends.

We caught up with Director, Julia Henderson to discuss her experiences working with Jon Davies Accountants…

What does Tails in the City do?

Tails in the City is a Dog Daycare. It caters for up to 50 dogs every day, providing dogs with a safe and natural environment. They spend their time socialising and playing with their furry friends during the day.

Why did you start the business?

I started running a dog walking service called Tails in the Park; as my reputation and client base grew, I realised I needed to expand and provide my clients with a service that combined the walks in the park and the comforts of home to encourage dogs to behave naturally and keep them in a safe enclosed space without cutting out the outdoors.

What is the best part about running a business?

The dogs have become an important member of our social and home life. It is of great pleasure to us to be able to provide a service that enhances the dogs quality of life. Every day is a learning experience and we never know what to expect.

 

What is the biggest lesson you have learnt?

There are all kinds of challenges from day to day – personal and logistic challenges of turning an idea into a reality, having to learn as I go – all to provide a service that myself and the city can be proud of.

What services do you get from JDA?

JDA assist me with so many things to help my business! The ongoing accounting of my business, the employee wages, pensions, even my employee rights.

What do you like to do outside of work?

I enjoy playing tennis and paddle boarding. Also catching up with friends and tv shows, when I can.

If you’d like to know how our team of quality Liverpool accountants can help you, please get in touch on 0151 380 8080 or email us at gr****@jo******************.uk.

If you’d like to know how our team of quality Liverpool accountants can help you, please get in touch on 0151 380 8080 or email us at gr****@jo******************.uk.