Responsible for statutory accounts and related services for businesses including application of IFRS, FRS 101, FRS 102, FRS 102(1a), FRS 105 & Charities SORP.Cloud Accounting Expert (Xero & Quickbooks primarily)Recruitment of teamControl of VAT & Management AccountsEnsure that clients receive an efficient and proactive service.Business practice development -proposals for new work, attendance of marketing events together with identification and development of opportunities.Engaging new clients and setting work schedules and timetables.Monitor and control billing for the client portfolio.Monitoring staff performance, appraisals and provision of training as required.

An Auditel Franchise, Specialising in Cost Management

Responsible for statutory accounts preparation management and statutory accounts and related services for businesses with up to 6 Billion turnover, including application of IFRS, FRS 101, FRS 102, FRS 102(1a), FRS 105 & Charities SORP.Cloud Accounting Expert (Xero & Quickbooks primarily)Recruitment of teamControl of VAT & Management AccountsCross office system implementationEnsure that clients receive an efficient and proactive service.Business practice development -proposals for new work, attendance of marketing events together with identification and development of opportunities.Engaging new clients and setting work schedules and timetables.Monitor and control billing for the client portfolio.Monitoring staff performance, appraisals and provision of training as required.

Managing the 62 delivery accountants, with 5 accounting delivery teams, who specialize in accounting and taxation for small and medium sized entities.Assisting with the development and issuance of new processes to enhance service offering to clients.Creation of master accounts template within Iris Software, deployment and training on the software across all delivery centres.Review of the FRSSE and FRS 102 & FRS 102(1a) financial statements prepared by the team prior to issuance to Clients for approval.Charity expert, assisting with review and or preparation of the financial statements, ensuring compliant with SORP FRS 102.Quality reviews of accounting and tax work of the entire Birmingham team.Client query & complaint handling - esclation point for complaints or queries which can not be resolved by the individual delivery team leaders.Recruitment of staff, including designing and updating interview questions & staff selection.Development, mentoring and where required disciplinaries for team members.Monitoring and assessing resource requirements for the delivery centres.

Review of financial reports prepared by colleagues prior to issue to clients.Preparation of financial information as required.Assistance with the client on boarding process.Allocation and control of workflow.Mentoring, training and assisting colleagues.New client liaisonInterviews & recruitment of staff

Managerial duties including:- Review of colleagues work prior to submission to the directors- Client meetings- New client liaison- Training of colleagues & clients- Assistance with practice marketing- Client billing- Creation of new audit procedures and ways of workingAudit & Accountancy duties including:- Audit of and preparation of annual consolidated financial statements for large Limited Companies, annual and management financial statements for SME Limited Companies, LLP's,Partnerships, Sole Traders & CharitiesSpecialism in Software Solutions including:- Installation and training on new software packages including Xero, WorkflowMax- Training clients on new software, including Xero, Sage & Quickbooks.- Implementation of new software both in house and at clients premises- Working knowledge of Sage 200 & integration with Sage PayrollCorporate Finance & Business Development including:- Preparation of predictive cash flow statements, profit and loss accounts and balance sheets, together with working business plans to assist in finance applicationsLiaison with Clients, Tax Inspectors, Authorities and Banking Institutions

Audit of accounts for Limited Companies, LLP's,Partnerships, Sole Traders & Charities.Preparation of annual and management accounts for Limited Companies, LLP's,Partnerships, Sole Traders & Charities.Liaison with Clients, Tax Inspectors, Authorities and Banking InstitutionsTraining and mentoring of team membersInstallation and training on new software packages including Xero, WorkflowMaxTraining clients on new software, including Xero, Sage & Quickbooks.Implementation of new software both in house and at clients premisesPreparation of predictive cash flow statements, profit and loss accounts and balance sheets, together with working business plans to assist in finance applications

Manage the VAT department, to ensure returns are accruate and submitted on time and in the correct format Review of Accounts and Tax Computations prepared by colleagues. Liaison with Clients, Tax Inspectors, Authorities and Banking Institutions Delegation of work to team members, suitable for their experience. Preparation of annual and management accounts for Limited Companies with a turnover of up to £18 million Training and mentoring of team members Training clients on new software Implementation of new software both in house and at clients premises Preparation of predictive cash flow statements, profit and loss accounts and balance sheets, together with working business plans to assist in finance applications Research and preparation of reports to assist third parties. Generation of customer invoices and management of own work in progress list

Preparation of annual and management accounts for Sole Traders, Partnerships and Limited Companies with turnovers up to £18 million Assisted on audits, and preparation of audits up to the testing stage and analytical review Preparation of Corporation Tax Computations Systems development work, encompassing software training and adjustments Training colleagues and clients on accounting software, inclusive of Sage, Quickbooks, Money Manager, Final Accounts, Digita and Xero Preparation of contractor monthly returns for submission to HMRC Calculation of VAT and completion of VAT returns for submission to HMRC General administration duties as necessary Liaison with VAT and Tax inspectors Preparation of corporation tax returns Preparation of predictive cash flow statements, profit and loss accounts and balance sheets

Preparation of annual and management accounts for Sole Traders, Partnerships and Limited Companies with turnovers of up to £3 million Assisted on audits with a Senior, preparation of audits up to the testing stage and analytical review Preparation of Corporation Tax Computations Specialisation in the preparation of Doctors' Accounts Experience of Solicitors Accounts Rules' Audits Systems development work, encompassing software training and adjustments Training of colleagues and clients on accounting software, inclusive of Sage, Quickbooks, TAS Books, Money Manager, Final Accounts, Viztopia and Iris Calculation of payroll for small limited companies Preparation of contractor monthly returns for submission to HMRC Calculation of VAT and completion of VAT returns for submission to HMRC General administration duties as necessary Liaison with VAT and Tax inspectors Preparation of personal, partnership and corporation tax returns Preparation of predictive cash flow statements, profit and loss accounts and balance sheets Completion of companies' house forms

Accounts preparation for sole traders, partnerships and limited companiesCalculation of VAT and completion of VAT returns for submission to HMRCGeneral administration duties as necessaryLiaison with VAT and Tax inspectorsPreparation of personal, partnership and corporation tax returnsPreparation of predictive cash flow statements, profit and loss accounts and balance sheetsCompletion of companies' house forms