Advising SME businesses and their owners develop and build their business through; input into their strategic planning; providing impartial comment and advice on business operations, preparing/ providing comment on management accounts, management information and other KPI's, advising on the implementation of new accounting software and associated procedures; preparing budgets and cashflow forecasts and advising in connection with exit planning, business sales and business owners’ retirements.

Chartered Accountant (FCA) with extensive experience in practice, much of it at partner level.Providing a range of compliance and advisory services to a portfolio of clients including;Preparation of clients Year end accounts, management accounts and VAT returns.CompliancePreparation of clients Personal, Corporate, Trust and Inheritance tax returns.Responsible Individual on Audits including:Trading companies with Turnovers up to £130mDevelopment companies with GDV of… Show more Chartered Accountant (FCA) with extensive experience in practice, much of it at partner level.Providing a range of compliance and advisory services to a portfolio of clients including;Preparation of clients Year end accounts, management accounts and VAT returns.CompliancePreparation of clients Personal, Corporate, Trust and Inheritance tax returns.Responsible Individual on Audits including:Trading companies with Turnovers up to £130mDevelopment companies with GDV of £450mProperty Companies with assets of £80m+AdvisoryAdvising on matters such as tax efficient structures and profit extraction.Advising in connection with business sales and business owners retirements.A member of the firm’s forensic accounting and litigation support department.Acting as virtual FD for clients. Responsible for all aspects of the finances of the practice, including VAT returns, monthly management accounts, budgets, statutory accounts preparation, liaison with auditors, liaison with company's bankers.Responsible for the preparation of monthly key performance indicators (KPI's) for the firm.Lead consolidation of firm from two locations to one including dealing with all major aspects of relocation. Responsible for the acquisition of and full refurbishment of the new premises.Data officer for GDPR purposes and Anti money laundering officer. Show less

Financial Advisers

Responsible for the sourcing and acquisition of new 10,700 ft2 office premises, including negotiating with sellers agents and all liaison with solicitors and llp members.Negotiated finance for the acquisition.Created an SPV (LLP) for the property.Liaising with solicitors and LLP members in connection with the LLP partners agreement and the lease.Responsible for all ongoing financial, tax, statutory and legal aspects of the LLP, including bookkeeping, VAT returns, year end… Show more Responsible for the sourcing and acquisition of new 10,700 ft2 office premises, including negotiating with sellers agents and all liaison with solicitors and llp members.Negotiated finance for the acquisition.Created an SPV (LLP) for the property.Liaising with solicitors and LLP members in connection with the LLP partners agreement and the lease.Responsible for all ongoing financial, tax, statutory and legal aspects of the LLP, including bookkeeping, VAT returns, year end accounts, partnership tax returns, distributions to members, filing accounts and confirmation statements at Companies House, dealing with the LLPs bankers, Show less