Joanne Grant Email & Phone Number

Sheffield, England, United Kingdom

My role involves any aspect of the Marketing strategy for Shorts. Shorts is a rapidly growing and progressive accountancy practice which has meant that over time I have had the opportunity to be involved in many projects of significant size and the organisation of several milestone celebrations. Working within such a forward-thinking and market-leading practice, has meant that embracing new technologies has been essential. I have been heavily involved in the introduction and implementation of a number of new CRM and marketing tools, which support the back-office functions of the firm. Understanding the product you are marketing is essential, and having over 30 years of accounting experience has proved invaluable to me, as the role becomes ever more demanding. Duties include:• Assisting the Managing Partner in determining the key strategic marketing priorities• Communication of the brand guidelines• Responsibility for events schedule and how they fit into the overall strategy• Monitoring and ensuring updates of online presence, including Website and content / Social Media• Coordination of Communication of news• Company Press Releases to newspapers and third parties• Approval of news articles and blogs for the company website and topic clusters• Coordination of Business Awards sponsorship packages and submission of nominations• All firm collateral, including brochures, pull up banners, stationery and corporate gifts• Joint Super-Admin for CRM and marketing systems• Coordinating all external advertising requirements• Working alongside Graphic Designer as required• Production and distribution of periodic employee newsletters• Approval for support of charitable events• Share ideas for continual personal and firm development• Represent the firm to the highest level of professionalism

In 2002, Jack Wilkinson retired from accountancy and sold the practice. The business was subsequently transferred to Shorts Chartered Accountants. For client continuity, I initially maintained contact with many of the old Jack Wilkinson clients during my first years at Shorts. I also worked for a period within the tax compliance department before eventually assuming responsibility for the management of the entire portfolio of sole traders and partnerships handled within Shorts’ Sheffield office. • VAT returns• Management accounts• Annual accounts for sole traders and partnerships• Management of client portfolio of around 150 clients• Self-assessment compliance

Beginning my career within a family-run environment gave me the opportunity to learn the profession from the ‘bottom up’ and I was initially given a training contract with a Youth Training Scheme (YTS). For two years I attended a business college one day a week, gaining skills and qualifications in bookkeeping, payroll, typing and word processing. I subsequently attended college on day release to obtain qualifications from the Association of Accounting Technicians (AAT) and the Association of Chartered Certified Accountants (ACCA).• VAT returns• Management accounts• Annual accounts for sole traders, partnerships and small limited companies• Self-assessment compliance• Payroll management for clients• General office duties

Education record

Education record