Carpenter Box

Carpenter Box are Chartered Accountants, Auditors and Tax Advisers based in Worthing on the South Coast serving local businesses and private clients.

Their clients range from contractors and owner managed small businesses up to medium and large corporates and not for profit and public sector entities. With their accountancy and audit staff together with their chartered tax advisers, Carpenter Box cover almost every aspect of business, from starting up to profit improvement and from tax mitigation to buying and selling businesses.

Case Study:

Download a PDF copy of the case study.

Left to right:Kevin Curran, Auditel Consultant; Stuart Noakes, Head of Tax Services, Chris Coopey (in car), Business Development Partner & Practice Director, Kevin Blake, Head of Business Services.

A year ago, Stuart Noakes, Head of Tax Services at Carpenter Box, had already been discussing the possibility of offering cost management services to their clients, when HSBC Regional Director, Kevin Curran, and client left the bank and took up his new career as an Auditel consultant.

Stuart immediately saw a possible opportunity to joint venture with someone he knew and respected and thought Auditel’s service would be a valuable addition to the Carpenter Box portfolio.

Stuart explains, “I knew Kevin’s professional manner would sit well with our clients and thought the Auditel service could work very well for them too, but before that, I wanted to try it out on Carpenter Box to get the client experience first hand.

“I put him in touch with Practice Director, Chris Coopey and told Kevin to treat us like a client and see what he could do for us.”

“We weren’t so much interested in the savings he could make for Carpenter Box, more the client experience of working with Auditel.”

In fact, Auditel’s analysis and recommendations have delivered substantial savings amounting to 30% on electricity, 37% on stationery and 29% on print and served to further strengthen Stuart’s plans to add the Auditel service to their offering.

Practice Director, Chris Coopey is very pleased with the results and intends to create a ‘hub and spoke’ product offering to their clients for those services outside of their core business, with cost management being one of them.

Stuart adds, “The only thing holding us back at the moment is us! We are working on putting a referral methodology together so that we can pursue the opportunities for Auditel. We are particularly looking at companies with high cost bases and all the client relationship managers are now actively talking to their clients.

“We have a number of clients who think they don’t need cost management services. Having experienced the Auditel service first hand, we know they probably do!”

Savings Breakdown:

Electricity 30%
Stationery 37%
Print 29%

Download a PDF copy of the case study.