Advisory Team of the Year – SME Finance


Visit our 'How to Enter' page for our Items Checklist & Step-by-Step Guide. CLICK HERE.

Once you have created your PDF submission and you have all items in the Items Checklist, submit your entry via the Online Entry Form. CLICK HERE.

This award recognises the SME finance advisory team working for a small-to-medium sized accountancy practice that can best demonstrate a high level of professional advice to their client(s) in relation to financing business growth projects up to €1M.

Entry is by a 5 A4 page submission; the judges will be looking for clear information backed up by evidence that pays particular attention to the criteria listed below.

  • Team background: Please outline the members of the team, including definition of roles, skills and expertise, professional accreditation, and allocation of tasks.
  • Sample Project(s): Please outline an outstanding project (or multiple projects) undertaken in the past 12 months, including the objective and outcomes.
  • Innovation: Please include details of any unique approach that resulted in a better outcome for the client.
  • Teamwork: Outline any challenges faced and how the team demonstrated collaboration, creativity, and flexibility to overcome them.
  • Impact: Summarise the contribution and achievements of the team, outlining how the work demonstrated the importance of high-quality professional accountancy advice and the resulting benefits to the client and practice.
  • Other facts & statements: Please include any other statements or facts that support the entry, and testimonials from clients, the team’s head of department or supervisor where possible.

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