David Yeates Email & Phone Number

Alton, Hampshire, United Kingdom

1 of 3 Directors for this small accountancy practice. Responsible for the Sales & Marketing strategies, as well as growth and new client management. Main duties also include:- Preparation of Statutory Accounts- Preparation of Company Tax Returns- New Business set ups- Preparation of Self Assessment Tax Returns- Client Payroll processing- Client Meetings- CIS Returns- Business Management advice

Alton, Hampshire

Worked closely with own base of clients, managing their accounts effectively and efficiently whilst also meeting each client’s requests and needs. Excellent communication and customer service skills were expected at all times to avoid misinterpreted instructions from clients, which could result in financial and reputational losses. Responsible for ensuring client payments are made on time, communicating any issues with the client and supporting their Process Manager with any difficult client queries. Main duties were:• Managing P&L’s and delivering to clients• Monitoring client’s bank accounts & managing their cash flow • Liaising with HMRC• Liaising with suppliers• Liaising with clients for any missing information, eg. Credit card statements• Responding to client queries via emails and telephone calls• Explaining and discussing accounts with clients• Authorise wages• PAYE payments• VAT payments• Wage % breakdown• Breakeven calculations• Cashflow Management

Alton, Hampshire

Responsible for producing monthly management accounts, and providing support to the Relationship Managers with any client based queries. Main duties were:• Produce & analyse monthly management accounts (P&L and Balance Sheet) • Data entry of supplier and customer invoices/credit notes • Posting of wage, takings and petty cash journals • Data entry and reconciliation of bank accounts • Maintaining FAR, Accruals and Prepayment • Cash control reconciliations and investigations • Month End/Year End checks • Aged debtors/creditors analysis • Ensuring internal and external deadlines are met • Processing and submitting VAT returns to HMRC

Alton, Hampshire, United Kingdom

First point of contact for most client correspondence, especially telephone calls and post. Organised, sorted and filed the post so that the Process & Relationship Managers could easily find any documents they required. Responsible for planning the Process Manager’s weekly accounts schedule, based on what was received from the clients. Main duties were:• Sort and file post • Print and file invoices • Update work checklist • Add complete salons to Process Manager’s plan • Request missing documents • Make payments • Answer telephone calls • Manage incoming emails