Caroline Vondy Email and Phone Number

• I am vital to the smooth day to day running of a business• Co-ordinating surveyors to ensure surveys completed on time and reports finalised on time• Overseeing work of office Administrators and Marketing Manager• Top class customer service• Renewal of and renegotiating of supply contracts e.g. Gas, electricity, stationery supplies• Renewal of and renegotiating cost of insurance policies, e.g. Private Health Insurance, Public Liability Insurance, Professional Indemnity Insurance• Purchases of big ticket items, such as laptops, PCs, furniture• Maintenance of the office, for example basic plumbing or decorating, or contacting a tradesman • Ordering office supplies• Mass mailouts including corporate gift orders• Responsible for ensuring all bills and expenses are paid on time, including office rent, business rates, Directors’ and staff expenses, suppliers’ invoices• Induction of new starters, and leavers • Recruitment of and training new support staff• Drafting and implementing of office policies, e.g. Equal Opportunities, GDPR, Maternity, Complaints procedure• Preparing for internal and external audits, for example RICS and ISO audits• Implementation of ISO scheme• Appealing parking tickets and penalty notices on behalf of Directors• Basic updates to company website and renewing domain name registration • Office diary management• Identifying and booking of training courses on behalf of other staff members • Basic bookkeeping for inbound expenses and staff expenses, as well as working with bookkeeper for VAT returns, end of year books• Liaising with accountant for Company Accounts, Company Tax Return and Annual Return• Payroll - Distribution of payslips and ensuring company pension contributions are paid • H&S – ensuring safe place of work e.g. smoke and fire alarms regularly tested, fire extinguishers tested, arrange annual PAT testing, Carbon Monoxide alarm tested, boiler serviced

A bit more about me... http://www.bambridgeaccountants.co.uk/our-team/#/caroline/As Client Services Manager I am the main point of contact for all Bambridge clients and I'm on hand to guide clients through the entire process of completing their taxes for both the UK and US returns. I also line manage the client services team, and what a great team we make! I thoroughly enjoying getting to know both our existing and new clients and assisting them with all their accountancy queries. • Ensure efficient and effective service for clients by liaising between team members and clients• Line Manager to two administrators• Chase accountants to ensure work completed on time• Respond to simple tax queries from Clients• Meet potential new clients to get them ‘on board’• Point of contact between Accountants and Clients• Respond to extremely high volume of calls and emails on a daily basis• Front of House• Diary Management for team of 8 Accountants• Ensure 8 accountants hitting monthly targets• Prepare, send and chase invoices (Xero)• Prepare, send and chase T&Cs for signature (Docusign)

Tax advice for actors, film directors, photographers, writers, stage managers and many other creative groups. We advise individuals, groups and companies. We are a Covent Garden based practice providing unique, innovative solutions for our clients. Our values Bambridge Accountants is built on the understanding that clients can and should receive exclusive, specialised advice suited to their individual needs. Through professional consultation, and honest and open communication with clients, we can save our clients time and money while helping them pursue their unique goals.1 Mercer Street, London, WC2H 9QJ+44 (0)20 3757 9290http://www.bambridgeaccountants.co.uk/us-tax-services/

• Preparing fee proposals for new work• Preparing and sending Client contracts • Preparing and sending invoices using Xero• Updating Excel Spreadsheet• Diary management for three surveyors (Outlook)• Handling and filtering telephone calls• Taking credit card payments over the telephone• Updating database• Preparing case files for each surveyor• Setting up effective and efficient filing systems • Drafting emails and responding to large volume emails daily (Outlook)• Proper disposal of confidential waste• Liaising with solicitors, estate agents and search agents to arrange surveys• Attending surveys to assist Surveyor

Temp Contract Policy and Partnerships TeamBusiness Support Unit