- Manage a diverse portfolio of over 60 clients across multiple industries, ensuring the delivery of high-quality accounting and advisory services. - Implemented and streamlined internal processes and workflows to enhance efficiency and service delivery across the client portfolio, including a client timetable system that eliminated all missed deadline errors.- Supervise and guide a team of accounting professionals, fostering a culture of excellence, collaboration, and continuous improvement. - Developed and maintain strong client relationships, serving as the primary point of contact and addressing complex accounting issues and inquiries. - Oversee the preparation and review of financial statements, tax returns, and other financial reports, ensuring accuracy and adherence to regulatory guidelines. - Analyse financial data to provide strategic insights and recommendations, aiding clients in making informed business decisions. - Stayed current with industry trends, regulatory changes, and best practices to ensure clients received up-to-date and relevant advice.

- Supervision and coaching of junior team members. - Preparation of more complex accounts for limited companies, charities, sole traders and partnerships. - Acting as the focal point of contact for clients within an owned portfolio. - Advising on new internal procedures via the company policies preparation team. - Preparing assignments in accordance with pre-assignment instructions and relevant reporting requirements. - Conducting on-site audits.

- Preparation and review of accounts for limited companies, charities, sole traders and partnerships through CCH, Iris, MS Excel and MS Word. - Guidance and supervision of junior team members through statutory and management accounts preparation, VAT returns, and bookkeeping. - Training and assisting junior members of staff. - Monthly and quarterly VAT returns from core records. - Preparation of management information for companies, including franchises. - Preparation and reconciliation of CIS returns. - Bookkeeping on a variety of platforms, including Xero, KashFlow, QuickBooks and Sage 50. - Reconciliation of inadequately maintained client control accounts. - Responsible officer duties. - Completing company stock takes and year-end audits.

- Preparation and review of accounts for limited companies, charities, sole traders and partnerships through CCH, Iris, MS Excel and MS Word. - Guidance and supervision of junior team members through statutory and management accounts preparation, VAT returns, and bookkeeping. - Training and assisting junior members of staff. - Monthly and quarterly VAT returns from core records. - Preparation of management information for companies, including franchises. - Preparation and reconciliation of CIS returns. - Bookkeeping on a variety of platforms, including Xero, KashFlow, QuickBooks and Sage 50. - Reconciliation of inadequately maintained client control accounts. - Responsible officer duties. - Completing company stock takes and year-end audits.

- Preparation of charity year-end accounts on Sage. - Carrying out the bank reconciliation on a daily basis. - Credit control function within the events department. - Raising sales invoices and maintaining debtor contact through to collection. - Managing sales and purchase ledgers, expense forms, and payment requests. - Reconciliations of Direct Debit mandates. - Managing petty cash transactions and ledger. - Cheque and general post management.