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What are your qualifications and experience?
I gained my CIMA (Chartered Institute of Management Accountants) in 2007. I also obtained an MsC in Construction Commercial Management in 2018. I am supervised by CIMA as a Member in Practice, which ensures I comply with best practice and meet their eligibility criteria.
What services do you offer?
I offer services ranging from annual accounts to regular management accounting and business advice, see my products / services page for more details. If you cannot see the services you require please complete my contact me form and I will get back to you to let you know how I can help.
What software do you use?
I currently use Sage Cloud Accounting and FreeAgent. I am also happy to work with Xero or Quickbooks.
If you use any other packages, please contact me and I will see if I can accommodate this or your accounts could be transferred to one of the above software packages with your agreement.
Frequently Asked Questions
How do you stay current with tax laws and industry changes?
I am subscribed to the HMRC help and support email service. I also aim to keep up with my clients industry news by subscribing to relevant industry press. I am a CIMA Member in Practice which is a highly supportive group with a lot of learning resources and advice from other members when someone is struggling to find information.
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How do you communicate with your clients?
I am happy to be guided by you about how you would like us to work together. I can offer face to face meetings when geographically possible or online. I can contact you regularly to see if you would like any assistance or I can only contact you as and when required. Whichever way you would prefer, I can accommodate you
What are your fees and how are they structured?
I work on a fixed fee basis, if there are any variations to the scope of work required I will discuss the costs of these with you before we agree on the work. Fees are based on the individual needs and complexity of the work required. Please complete my contact me form to discuss your needs further.
For companies, my fees are collected by monthly direct debit. This reduces any pressure to pay the full amount in one go and helps your cashflow and planning. For individuals annual returns the fees would be due at the time the work is completed, prior to submission.