Busy Bees provides bookkeeping services to a variety of clients, from sole traders to limited companies. We have embraced cloud technology and integrated it into our day-to-day work when dealing with our clients.

Assisting clients globally with accounting/bookkeeping queries relating to the day to day use of Xero accounting software.Fully Xero certified

All aspects of Bookkeeping for a portfolio of clients to the required timescalesUse of Sage/Quickbooks/Xero, Sage Payroll & Iris.Entering customer invoices and receipts, monthly bank reconciliations,management of the accounts through to Trial Balance.VAT returns and preparing of sage reports as and when required. My payroll duties include entering payroll information, setting up new payroll schemes and liaising with HMRC, preparing payslips and processing P60s and P45s.

Management of a client portfolio of currently 1500 business clientsConduct face to face meetings with new business start ups and existing clientsDeliver excellent customer service within agreed timescalesMatching business solutions to clients specific goals and needsBusiness lending and overdraft accreditedOverdraft renewalsManagement of accounts facing financial difficultyDiary management ensuring achieve weekly requirement of 12 appointmentsAccount ManagementAccount processing ensuring achieve accuracy goals of 90%Prioritise and manage telephone/ E-mail portfolio queries Drive to achieve business goalsComplaint Handling-Investigation through to resolution

• Telephone based role dealing with general after sales enquiries• Responsible for delivering excellent customer service• Answer telephone and e-mail after sale enquiries • Investigation and follow through to resolution of customer after sale issues/complaints• Product expertise• Support sales executives on pre and post sale technical enquires • Support and problem solve customer installation and product issues • Operational management of external suppliers• Liaison between customer and our outsourced delivery companies• Weekly reports Investigating customer feedback left• Be aware of call stats

• Meeting with customers who want advice on how best to invest their savings• Responsible for providing excellent service to all of our customers• Achieved 100% in the last two quarters against home insurance (policies converted) target • Self-motivated, pro-active and supporting the branch manager in motivating our counter team to identify opportunities that meet our customer’s needs.• Use of MI to help set direction for my day/week• Complaint Handling as per FSA requirements-Full investigation through to resolution, updating outcome by letter to customer directly

• To monitor , challenge and develop a team of three Cashiers as well as three Banking Hall colleagues• Service target of 80% was exceeded most months• Facilitated cashier targets for leads, as a team we achieved 100% of this target• Attending monthly management meetings/weekly conference calls• In the Branch Managers absence, I would also need to oversee the sales team of four plus two stakeholder’s activity and performance.• Providing high quality training when necessary, offering constructive appraisal and addressing any issues or concerns in a professional, prompt manner.• Use Of MI to track branch sales performance• Use of MI to plan ahead each month/quarter• Use of MI to set daily/weekly expectations• Structured Complaint Handling as per FSA requirements-all complaints• Twelve week project involving full and comprehensive Investigation of PPI complaints made at branch level including collation of fact-finding reports for transfer to specialised team at Head Office, providing estimated re-dress figures, followed by updating customer of first stage investigation results by letter• Remaining up to date with industry legislation and adaptations including money laundering, data protection and Financial Services Authority regulations