Experience

DMC North

• United Kingdom
• Accounting
• 1 - 100 Employee

• Business Advisor

  • Jul 2021 - Present



Azets

• United Kingdom
• Accounting
• 700 & Above Employee

• Director

  • Oct 2020 - Jun 2021

• Associate Director

  • Oct 2019 - Oct 2020



Azets

• United Kingdom
• Accounting
• 700 & Above Employee

• Audit and Corporate Accounts Manager

  • Apr 2017 - Mar 2018

  - meeting with clients to discuss any queries with the accounts or audit- managing a team, coordinating and distributing jobs between different members of staff- ensuring deadlines are met by prioritising work to be done by different members of staff and liaising with different departments- review all work carried out by members of staff- ensuring bookkeeping is kept up to date in order to produce management accounts on demand for clients- making sure all VAT returns are correct and submitted on time to avoid penalties- also ensure all accounts are submitted to Companies on time to avoid penalties- training members of staff in all aspects of their roles, accounts production, audit, VAT, bookkeeping- liaising with directors regularly to discuss budgets, work in progress and workloads



CTC Chartered Accountants

• Manager of the Audit/Corporate Accounts Department

  • Jun 2013 - Mar 2017

  - manage a team of accountants, coordinating and distributing jobs between different members of staff- ensuring deadlines are met by prioritising work to be done by different members of staff and liaising with different departments- review all work carried out by members of staff- ensuring bookkeeping is kept up to date in order to produce management accounts on demand for clients- making sure all VAT returns are correct and submitted on time to avoid penalties- also ensure all accounts are submitted to Companies within 9 months of their year end to avoid penalties- training members of staff in all aspects of their roles, accounts production, audit, VAT, bookkeeping- liaising with partners of the firm regularly to discuss budgets, work in progress and workloads- meeting with clients to discuss any queries with the accounts or audit

• Audit & Corporate Accounts Senior

  • Sep 2010 - May 2013

  - preparation of various sized limited companies accounts from start to finish- preparation of VAT returns for clients- preparation of monthly and quarterly bookkeeping for various clients- carry out audits from planning through to completion- arrange planning meetings with the client (for audits)- taking junior members of staff out on audit to help them gain the experience needed and to teach them how to plan audits, prepare tests, sample (and on what basis), what needs to be tested- attending stock takes and sending out bank confirmation letters at the clients year end ready for the forthcoming audit- attending clients premises on a monthly basis to carry out bookkeeping services, posting of wages journal, posting of accruals and prepayments, bank reconciliations & all other balance sheet reconciliation- preparation of budgets and cash flow forecasts for various clients- ensuring clients are complying with various aspects of the basis, VAT compliance, PAYE compliance, etc - preparing and submitting Annual Returns on behalf of clients and all other Companies House documents- incorporating sole trader and partnership clients, ensuring the correct cut off date is used and preparing the client for trading as a limited company- setting up limited companies for new, or incorporating, clients ensuring all forms are submitted at Companies House- registering clients for VAT and, where necessary, deregistering clients who no longer need to be registered

• Accounts Assistant

  • Jun 2007 - Aug 2010

  - preparation of sole trader and partnership for a wide range of clients- completion of VAT returns for clients- preparation of quarterly bookkeeping for clients

• Payroll Junior

  • Jul 2006 - May 2007

  - preparation of weekly and monthly payrolls for a wide variety of clients- calculating monthly/quarterly PAYE liabilities for clients- dealing with clients over the phone taking clients staff hours, offering advice on various payroll related queries- helping to carry out the year end process, sending out P60's, ensuring clients had paid all of the PAYE due