Stefan Walker Email & Phone Number

Middlesbrough

Based in the North East our mission is: To provide reliable, honest and proactive accountancy and tax solutions at an affordable price.Our core services are all the bread and butter compliance services you would expect from any accountancy practice including corporate and individual tax returns, construction industry scheme tax, VAT (including annual accounting and flat rate scheme), Payroll (including P11D returns and applying for dispensations), general and specific company… Show more Based in the North East our mission is: To provide reliable, honest and proactive accountancy and tax solutions at an affordable price.Our core services are all the bread and butter compliance services you would expect from any accountancy practice including corporate and individual tax returns, construction industry scheme tax, VAT (including annual accounting and flat rate scheme), Payroll (including P11D returns and applying for dispensations), general and specific company secretarial returns, statutory financial accounts, bookkeeping, partnership returns, capital gains tax etc.Further added value services include tax planning, computerised accountancy software training for a variety of products, succession planning and dealing with HMRC enquiries.We also have experience in preparing forensic accounting reports in accordance with the Proceeds Of Crime Act 2002, assessing the defendants recoverable amount, being the lower the benefit or available amount figure.We offer comprehensive packages at competitive prices and pro-actively market this to potential clients in the region.www.fortisaccountancy.co.ukstefan@fortisaccountancy.co.uk Show less

Middlesbrough

I served as a Councillor for Coulby Newham in Middlesbrough during this period and towards the end of this role served as an executive Councillor for Finance and Governance.This role was an amazing experience - from communicating with residents on various platforms to setting and approving policy during extremely challenging times for local government, it was a pleasure and a massive challenge.

Providing umbrella payroll and invoicing solutions our mission is simple: We aim to simplify contracting.From the perspective of the contractor they can utilize our three main services:Swift! UmbrellaSwift! CISSwift! SoloAs well as providing all of the usual invoicing and payment services we are proactive in giving the best possible tax savings advice and input to those using our services. We deal with many different workers from different nationalities and… Show more Providing umbrella payroll and invoicing solutions our mission is simple: We aim to simplify contracting.From the perspective of the contractor they can utilize our three main services:Swift! UmbrellaSwift! CISSwift! SoloAs well as providing all of the usual invoicing and payment services we are proactive in giving the best possible tax savings advice and input to those using our services. We deal with many different workers from different nationalities and understand that each person requires a different amount of help from us and what I am always told by the people who we pay is that they appreciate our transparency in detailing everything with their pay.Are you an agency who has a lot of operatives working for you? Lose the stress of worrying about employment status, agency workers regulations, complicated CIS returns and long BAC's runs on every pay day. We take care of all of this meaning you make one payment and make one entry on the CIS return - all of which is cost free to you.Back office support - minimal cost - maximising take home pay - simplifying contracting. That's what Swift Pay is about.www.swiftpaynationwide.co.ukhello@swiftpaynationwide.co.uk Show less

Darlington, United Kingdom

Being tasked with the sole responsibility of the finance function of the company general duties included:• Established and maintained systems of internal financial controls and authorised purchase orders.• Processing credit card receipts on sage pay• Held weekly finance reviews with company management team as the lead finance person.• Monthly accounts actual / budget variance analysis.• Operated web based management and sales systems such as salesforce and… Show more Being tasked with the sole responsibility of the finance function of the company general duties included:• Established and maintained systems of internal financial controls and authorised purchase orders.• Processing credit card receipts on sage pay• Held weekly finance reviews with company management team as the lead finance person.• Monthly accounts actual / budget variance analysis.• Operated web based management and sales systems such as salesforce and regonline.• Prepared and monitored annual budgets and quarterly forecasts for a variety of internal and external stakeholders.• Producing VAT returns and EC Sales List returns – also ensuring EU VAT is properly accounted for to conform with the EU general rule and EU rules for events which Pure Insight run several times per year.• Credit Control, invoice chasing &banking cheques etc.• Tracking Cost Centres. Full sales, purchase and general ledger control.• Monthly Payroll & sales commission calculations• Controlled weekly and monthly financial forecasting including daily cashflow forecasting updates.• Use of e-invoicing systems (SABIC, UPM and GlaxoSmithKline)• Preparing monthly board meeting statements.• Management of funds and accounting for foreign currency conversions.I also collaborated on a daily basis with the operations department ensuring that ongoing business processes were both monitored and controlled from a financial perspective.Open Intelligence Services Limited T/A Pure Insight is a leading provider of learning and professional development solutions for Innovation and Product Development executives, practitioners and teams. With over 600 Corporate customers across 14 countries (spanning all major industry sectors), their customers include some of the most admired innovation leaders such as: 3M, BT, Boots, Cadbury, Deutsche Telekom, Hasbro, ICI, Johnson & Johnsson, Mars, Unilever, Sara Lee, Smith & Nephew, Raytheon, Reckitt Benckiser, P&G etc. Show less

Tees Valley Region

Starting with only a few clients I began to develop an accountancy practice as a part-time business providing all aspects of personal, corporate, VAT, PAYE, CIS and capital gains taxation.

Stockton-On-Tees

North South Contracting Services Limited was a company with an annual turnover of £1.3 million specialising in modular building on MOD sites.This company, along with Nationwide Technical Recruitment Limited and NTR Supplies limited forms a holistic package of services to the construction, rail and PPE sectors.I was given full group responsibility for the finance functions of each company individually and for the group structure ensuring compliance whilst also producing… Show more North South Contracting Services Limited was a company with an annual turnover of £1.3 million specialising in modular building on MOD sites.This company, along with Nationwide Technical Recruitment Limited and NTR Supplies limited forms a holistic package of services to the construction, rail and PPE sectors.I was given full group responsibility for the finance functions of each company individually and for the group structure ensuring compliance whilst also producing comprehensive management reports. This role also required that I trained two administrative assistants in general bookkeeping and showing them how to complete a VAT return with general advice on what items can and cannot be claimed for.I also had a unique insight in being at the heart of formulating a successful CVA for North South Contracting Services Limited - ensuring this was successful was my primary reason for joining the company. Show less

Wynyard, Billingham

Argentum-Lex Wealth Management Limited combined both financial advisory services and accountancy services.I was given a hugely valuable insight into the mechanics of each role and a great deal of responsibility in liaising with clients and preparing various statutory and added value management accounting documents.I was tasked with management of a small portfolio of clients ranging from local self-employed and high net worth individuals to limited companies with turnovers of up… Show more Argentum-Lex Wealth Management Limited combined both financial advisory services and accountancy services.I was given a hugely valuable insight into the mechanics of each role and a great deal of responsibility in liaising with clients and preparing various statutory and added value management accounting documents.I was tasked with management of a small portfolio of clients ranging from local self-employed and high net worth individuals to limited companies with turnovers of up to £1million plus operating nationwide.The main tasks were dealing with all compliance returns (corporate, individual, PAYE, VAT, CIS and company secretary) and dealing with HMRC enquiries arising within the portfolio.I was also required to research and provide technical advice and assisting in general and bespoke planning solutions for corporate and individual clients with colleagues on both the IFA and accountancy side of the company. Show less

Acca, Accountancy

Aat Nvq 4 Technician, Accounting

2.1 Ba (Hons) Business Studies, Business, Economics, Accounting, Marketing, Hrm, Strategic Management.

Education record

Education record

Education record