Expertise
- Accounts preparation
- Corporate & personal taxation
- VAT
- Bookkeeping
- Payroll
- Management accounting
- Self Assessment Tax Returns
- CIS
- Making Tax Digital
- Xero
- Xero Training
- QuickBooks Advisor
- Quickbooks
- Sage
- Free Agent
- Tax Planning
- Limited Company Accounts
- P11Ds
- ATED
- Company Secretarial Services
- Virtual Financial Director Services
- Financial Controller
- software conversions
Summary
So why do I say I'm not your stereotypical accountant?
Surely all accountants are the same? They deal with numbers, sit quietly in a corner, contact me once a year and charge me hefty fees?
Because I do the opposite to 3/4 of the points above (obviously numbers is my game!).
I like to get to know my clients find out their motivations, what they want to achieve and how they want to grow.
I'm excited to hear your ideas, plans for the future and above all I'm excited to help you in that growth process.
My training and experience comes from big accountancy firms which gives me the technical experience to help you.
It has also unfortunately shown me the lack of client service being offered and the big bills that go with that! That's NOT how I operate! ❌
I work differently and I genuinely want to help you.
Accountancy doesn't need to be scary or boring but it is essential and it is essential as a director or business owner that you understand your finances to make those important decisions!
I break it down for you, in jargon you understand and NO question is a stupid question. I arrange meetings with you throughout the year and encourage you to tell me about any significant changes.
Experience
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HB Associates Chartered Accountants
Managing Director
2023 - Current -
James Todd & Co
Accountant and Business Services Manager
21 - 100 Employees 2019 - 2022 -
Sheen Stickland
Accounts, Audit and Business Services Manager
21 - 100 Employees 2019 - 2019 -
Lewis Brownlee
Client Relationship Manager
21 - 100 Employees 2015 - 2019 -
Taylor Cocks
Trainee Accountant
21 - 100 Employees 2014 - 2015
Education History
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ACA
ICAEW
2015 - 2018 -
Business and Finance
University of Chichester
2010 - 2013
Qualifications
BFP ACA