🚀James Paoloni Email and Phone Number
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A personable, qualified Accountant with a passion for developing long standing client relationships and adding value to SMEs and OMBs.Offers a unique mix of expertise gained from both an industry and practice background, early accountancy experience includes 4 years within a FTSE 100 business. I used this experience and transferred my knowledge into a practice environment qualifying in 2008 and obtaining a Practising Certificate in 2011.Subsequently gained and in-depth understanding of client’s challenges and what they really need from a business and personal accountancy service.Established J2 Accounting in July 2018 to offer a full cloud based, innovative, accessible and modern approach to Accounting for like minded clients. Made the move to a local practice in June 2017 to implement a cloud platform and international outsourcing function, this was after working in a forward thinking, innovative Top 50 City based practice in a position responsible for the development and implementation of Cloud Accounting (Xero) and providing a full accounting service to OMBs and SMEs across a wide range of industry sectors. Now focused on providing a holistic accountancy service, whilst advising existing and new clients on the benefits of Cloud Accounting, Real Time Information and the impending introduction of MTD (Making Tax Digital) which will effect most!Building business relationships is key to any industry sector and I am keen to utilise LinkedIn as one of these methods. I enjoy attending networking events, hearing from individuals and businesses that need honest and personable finance advice. Can be contacted on james@j2accounting.co.ukSPECIALITIES: Xero Certified, Xero, Cloud Accounting, Real Time Information, MTD, Tax Planning, Statutory Compliance, Accounts Prep, VAT Returns, Management Accounts, Client Management, HMRC Investigations, Payroll, Auto Enrolment
J2 Accounting
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DirectorJ2 Accounting Jul 2018 - PresentLondon, United KingdomEstablished J2 Accounting to offer a modern, accessible, fully cloud based accountancy offering to SMEs who are interested in real time information and building a relationship with their accountant. J2 Accounting sets out to be a little different to your run of the mill practice, having built a portfolio of clients made up of entrepreneurs, growing businesses and well established firms who all wanted an accountant available when they need them, not between 9am - 5pm and at the end of the phone, email or WhatsApp. Business communication and access to information is evolving all the time, this is why J2 Accounting is passionate about giving real time information and clients access through portals and cloud offerings. This also means clients are ahead of the curve with the governments impending Making Tax Digital legislation coming into force (April 2019). J2 Accounting also practise what we preach, being totally cloud based and paperless.Lots of things are bubbling away at J2 Accounting H/Q in 2019 the roadmap is interesting!
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PartnerHalsey & Co. (Accountants) Ltd Jun 2017 - Jul 2018Cheam, SurreyHalsey & Co is a third generation accountancy practice which has been providing a wide range of businesses with a full accountancy, audit and tax advice service since 1952. I joined in a newly created position to modernise the practice and support the further introduction of cloud accounting with a focus on OMBs and SMEs. During a very busy 12 months, the following was achieved:- Successfully implemented an international outsourcing structure- Ensured all relevant staff became Xero certified - Recruited a portfolio Manager to compliment the new efficiencies- Implemented a firm wide cloud platform, including add on partners - Up-skilled existing staff members and identified overlap areas and training needs- Bought in a large volume of new business - Took a active role in developing a new website -
Portfolio Manager - Cloud Accounting SpecialistCbw (Carter Backer Winter Llp) Mar 2012 - Jun 2017London, United KingdomAn award winning City Accountancy, Tax and Financial Planning firm offering a depth and breadth of experience usually found only in the top 20 practices. However, with fewer than 20 Partners, this is a business which is small enough to care about your business.The team at CBW are a genuine, motivated and talented group of people who enjoy delivering exceptional client experiences which leads to a level of profit that enables us to invest and grow for the benefit of all our stakeholders.I am predominately responsible for Malcolm Somerston’s client portfolio, which is well established and continuing to grow. Main responsibilities include:-• Statutory Compliance • Accounts Preparation • VAT Returns• Management Accounts• Company Tax Returns • Guiding clients through HMRC Investigations• Having close working liaison with the CBW Personal Tax Team• Client liaison• Managing clients with T/O from £50,000 to £12million• Manage and develop staff, including mentoring trainees through exams
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Client ManagerHaines Watts Apr 2010 - Mar 2012Kingston Upon Thames, United KingdomHaines Watts are a top 20 listed Accountancy practice with over 30 offices throughout the UK. Reported directly into the Managing Partner with responsibility for a large varied portfolio made up of OMBs, Groups, Property Developers, Pharmaceutical, Recruitment Agencies, Building Services, HNWI and Fashion Houses, T/O range from £100k - £8million.Working for the Managing Partner at a fast paced, demanding practice which was the most profitable within the HW Group.Main responsibilites inlcuded: Managing a varied client portfolio in a role that was 70% Accounts and 30% Audit.Key Achievements include: • Successfully developed service charge audit procedures, resulting in a increase in fee income and recommendations • Assisted with the development and training of Seniors, Semi Seniors and Juniors by being approachable and guiding them through queries• Developed system skills by using new IT systems including IRIS, Caseware and Docusoft -
Client ManagerLedger Sparks Ltd Feb 2007 - Apr 2010Ledger Sparks are Croydon’s leading firm of Chartered Certified Accountants providing financial and business services to local business owners and individuals. ACCA approved employer.70% Accounts and 30% Audit based role, providing full support to multiple Partners. -
Assistant Financial ControllerFairways Partnership Limited 2004 - 2007Funeral Services Company, part of Co-Operative Funeral Care, with funeral homes all over the UK. Company had around 50 branches throughout the UK. Responsibilities:• Assist with the production of monthly management accounts, reporting to Senior Financial Controller• Supervised and monitored work of three accounts staff• Produce monthly financial statements statements• Review and report variances of monthly trading activity• Reconcile balance sheet control accounts• Collate monthly reporting requirements and transactions from all branches• Account for prepayments and accruals• Prepare and maintain monthly/quarterly journal entries• Control the treasury function for best deposit interest• Quarterly/annual projects (bad debt analysis, stock adjustments, audit requirements, budgets, VAT returns etc)Key Achievements:• Set up reporting requirements for acquired companies and liaised with new directors to facilitate a smooth transition into the company• Cleared old reconciling items detailed within bank reconciliation’s, investigated discrepancies and followed up errors• Introduced new system for accruals and prepayments
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Management AccountsBunzl Plc 2001 - 2004Leading distributor of catering disposables, vending ingredients and hygiene products to the UK hotel, catering, restaurant, vending, leisure and travel sectors. Part of Bunzl Plc (FTSE 100). Responsibilities:• Assist with the preparation of monthly management accounts, reporting to Management Accountant and Financial Controller• Monitoring company costs of approx £20m per annum• Analyse budget variances and report findings to Senior Management• Reconcile and produce monthly prepayments and accruals• Maintain fixed asset register approximately £8m, providing monthly depreciation and accounting for disposal of assets• Produce monthly sales ratio schedules detailing variance analysis for all branches - gross margin, contribution, costs and headcount• Stock schedules for management information, stock valuation, stock weeks cover and slow moving products• Produce branch and department Profit & Loss statements• Deal with branch manager profit & loss queries and act on any discrepancies• Daily sales reports showing actual and budgeted figures, analysing branch performance• Monthly reconciliation’s of Inter Company accounts. Ensure Invoices are raised for charges and payments received are allocated correctly. Produce a monthly statement and send to Finance Directors of relevant companies• Reconcile monthly sundry debtors and meet with credit control to discuss outstanding debts.• Company VAT return totalling approximately £1million and report to group• Produce and distribute finalised accounts packs for senior managementKey Achievements:• Reconciled 15 large Inter Company accounts £1+ million• Built Look-up table for Intrastat purposes containing over 4000 codes which assign a commodity code to a product code• Spotted duplicate payments of Invoices made by the purchase ledger department, which has saved the company money
🚀James Paoloni Skills
🚀James Paoloni Education Details
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The Beacon School
Frequently Asked Questions about 🚀James Paoloni
What company does 🚀James Paoloni work for?
🚀James Paoloni works for J2 Accounting
What is 🚀James Paoloni's role at the current company?
🚀James Paoloni's current role is Director of a modern, innovative accountancy firm supporting business owners through their journey. Lover of numbers, tech, and using data to enable better decisions..
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🚀James Paoloni's email address is j2****@****ail.com
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🚀James Paoloni's direct phone number is +4479671*****
What schools did 🚀James Paoloni attend?
🚀James Paoloni attended The Beacon School.
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🚀James Paoloni has skills like Accounting, Tax, Financial Reporting, Forecasting, Auditing, Ifrs, Account Management, Budget, Sage, Budgets, Financial Accounting, Payroll.
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