Experience

Rute Accounting

• United Kingdom
• Accounting
• 1 - 100 Employee

• Director and owner

  • Nov 2020 - Present

  Helping clients realise the potential of their business via strategic planning, business risk assesment, goal setting and review of management information including identification of and monitoring KPI's. For those clients who wish to work with us on a more strategic level I engage in formal quarterly meetings to review progess and management information, discuss strategy and performance (in relation to targets) and agree an action plan for next 3 months. As part of this process assistance can be provided in writing or reviewing business plans, exit planning and identifying and obtaining the most form of suitable financing for the business. I deal with compliance matters including preparation of statutory accounts and dealing with tax affairs (personal, corporate, PAYE, VAT, Capital Gains (CGT) and Inheritance Tax (IHT). Show less



Dexter & Sharpe (Lincoln) Ltd

• Lincoln, United Kingdom

• Director

  • Mar 2017 - Oct 2020

  Helping clients realise the potential of their business via strategic planning, business risk assesment, goal setting and review of management information including identification of and monitoring KPI's. For those clients who wish to work with us on a more strategic level I engage in formal quarterly meetings to review progess and management information, discuss strategy and performance (in relation to targets) and agree an action plan for next 3 months. As part of this process assistance can be provided in writing or reviewing business plans, exit planning and identifying and obtaining the most form of suitable financing for the business. I deal with compliance matters including preparation of statutory accounts and dealing with tax affairs (personal, corporate, PAYE, VAT, Capital Gains (CGT) and Inheritance Tax (IHT). Show less



Dexter & Sharpe

• United Kingdom
• Accounting
• 1 - 100 Employee

• Director (Dexter & Sharpe (Lincoln) Ltd)

  • Mar 2017 - Oct 2020



Russell Payne & Co

• Consultant

  • Apr 2009 - Mar 2017

  Helping clients realise the potential of their business via strategic planning, business risk assesment, goal setting and review of management information including identification of and monitoring KPI's. For those clients who wish to work with us on a more strategic level I engage in formal quarterly meetings to review progess and management information, discuss strategy and performance (in relation to targets) and agree an action plan for next 3 months. As part of this process assistance can be provided in writing or reviewing business plans, exit planning and identifying and obtaining the most form of suitable financing for the business. I deal with compliance matters including preparation of statutory accounts and dealing with tax affairs (personal, corporate, PAYE, VAT, Capital Gains (CGT) and Inheritance Tax (IHT). Show less



Rute

• Director

  • Apr 2009 - Oct 2010

  RUTE is a business established to provide business and strategic planning to businesses owners who do not have the luxury of their own in-house financial expertise and who would appreciate some additional support. Rute’s focus is on looking forward, working with you to plan what your business can achieve, rather than concentrating purely on what it has achieved in the past. Our philosophy is that the business exists to serve and achieve your goals and ambitions, not the other way round. To this end key elements of our strategy are:  Clarifying what you wish to achieve through your business  Identifying the Key Performance Indicators (KPI’s) of the business so these can be tracked, measured and used to drive the business forward  Identifying key risks to the business and devising ways of minimising exposure to these  Reviewing and, where appropriate, revising business plans  Identifying and assist in obtaining appropriate financing for the business  Acting as an independent sounding board for you to bounce ideas off Our focus is on you, the business owner, and your personal aspirations, so first and foremost our advice is tailored to developing the business to achieve these. Rute only aims to work with a small number of businesses at any time which means we are able to work very closely with and dedicate more time to your business. We want to meet with you regularly throughout the year to provide you with proactive advice based on live data and what is happening in your business now, not data which is anything from 10-22 months old. One of the most important elements of our service is that it ensures you take time to think about and work on your business rather than working in it. Our goal is build long term relationships with our clients, being valued as a trusted adviser helping them realise the potential within their businesses and increase their wealth and happiness. Show less



RSM Tenon now RSM UK

• Accounting
• 300 - 400 Employee

• Director

  • May 2007 - Jan 2009

  Chartered Accountant and Business Adviser. Handling existing client relationships and Business Development. Advising entrepreneurs to assist them develop their businesses via strategic reviews, tax planning and advising on overcomes the problems they face on a daily basis. Tenon is broadly, organised as follows: Business Services dealing with accounts preparation, full audits, and provision of strategic business advice. Tax covering personal tax, corporate tax, IHT, CGT, VAT and remuneration planning. OutSourcings provides anything from payroll processing to book-keeping and production of management accounts to full out sourcing of your finance function. Corporate finance and corporate recovery can assist with any needs from raising finance to business sales and purchases and restructures. Financial Services help our clients with invest, protection and retirement strategies. Human Resources provides help and advice from recruitment through to cessation of employment. Show less



UHY Hacker Young

• United Kingdom
• Accounting
• 400 - 500 Employee

• Owner

  • Feb 2002 - Mar 2007

• Partner

  • Feb 2002 - Mar 2007

  Chartered Accountant and Business Adviser.Handling existing client relationships and finding new clients. Helping businesses develop and move forward through business plans, forecasts and cash flows.Advising on personal and corporate tax issues (including Inheritance and Capital Gains taxes), business structure and tax efficient remuneration.Discussing any aspects of clients business they are experiencing problems with and helping them find solutions, either directly or by referal to a 3rd party.The firm deals with compliance work, such as accounts preparation, taxation services and audits, payroll processing, advising on accounting software and implementation and book-keeping.Corporate finance, from raising finance to business sales and purchases.Management accounts services including preparation of monthly or quarterly management accounts and cash flo projections. Show less



J.Nicholson & Co

• Partner

  • Jul 1998 - Jan 2002