Experience

Cowan & Partners Limited

• United Kingdom
• Accounting
• 1 - 100 Employee

• Client Support Co-ordinator

  • Oct 2021 - Present

• Client Support Supervisor

  • Mar 2021 - Oct 2021



Haines Watts Scotland

• United Kingdom
• Accounting
• 1 - 100 Employee

• Financial Outsourcing Manager

  • Nov 2019 - Mar 2021

  My current responsibilities include, but are not limited to the following: . Managing a small outsourcing team. Responsible for keeping the staff motivated and ensuring we work together to meet deadlines. · Summarise client’s records using book-keeping software’s (Mainly Xero,Sage Line 50 and Receipt Bank) to Trial Balance and draft Profit and Loss stage. · Preparation of client VAT Returns of which we then submit for the clients to the revenue through MTD compatible software. . Assessing various VAT clients and schemes available. Standard VAT, partial exemptions, flat rate, etc to ensure the client is getting the most from their VAT and are complying with HMRCs rules and guidelines. . VAT registrations and de-registrations. · Liaise with existing clients regarding their VAT returns. . Reviewing VAT returns. . The training of junior members within the team. . Working closely with accounting managers to ensure the standard required per client is met. . Ensuring client satisfaction in a timely manor when clients need assistance regarding queries, software issues, etc. . Cloud accounting software training. Responsible for the initial set up, client training and follow up assistance where needed. . Make client payments to suppliers, staff wages, etc . Preparation of client fees. Authorising staff fees for clients and analysing any write offs. . Xero Adviser Certified. Show less



Gillespie's Chartered Accountants & Business Advisers

• United Kingdom
• Accounting
• 1 - 100 Employee

• VAT/Cloud Accounting Software Advisor

  • Feb 2019 - Nov 2019

  My current responsibilities include: · Summarise client’s records using book-keeping software’s (Mainly Xero,Sage Line 50 and Receipt Bank) to Trial Balance and draft Profit and Loss stage. · Preparation of client VAT Returns of which we then submit for the clients to the revenue through MTD compatible software. · Liaise with existing clients regarding their VAT returns. . Reviewing VAT returns before manager review. . The training of junior members within the team. . Working closely with accounting managers to ensure the standard required per client is met. . Ensuring client satisfaction in a timely manor when clients need assistance regarding queries, software issues, etc. . Cloud accounting software training. Responsible for the initial set up, client training and follow up assistance where needed. . Make client payments to suppliers . Xero Adviser Certified. As I progress the role will progress too and in time the duties required will expand allowing me to advance to more of an accounts assistant given experience in management accounts, account preperation, tax returns and much more. Show less



Geoghegans Chartered Accountants

• United Kingdom
• Accounting
• 1 - 100 Employee

• Bookkeeping Supervisor

  • Dec 2017 - Feb 2019

  Alongside my previous duties, I am also responsible for:.The training of junior members within the bookkeeping team. . The allocation of all VAT returns and to ensure they complete to a high standard and are submitted on time to HMRC.. Working closely with accounting managers to ensure the standard required per client is met. . Ensuring client satisfaction in a timely manor when clients need assistance regarding queries, software issues, etc.

• Bookkeeper

  • Aug 2016 - Dec 2017

  Geoghegans is a firm of Chartered Accountants based in Edinburgh city centre which provides day-to-day accounting, auditing and taxation services for its portfolio. As part of the Outsourcing team which specialises in bookkeeping tasks for all of the clients I am responsible for a portfolio of around 30 - 40 clients quarterly. My current responsibilities include:· Summarise client’s records using book-keeping software’s (Sage line 50, Xero, Freeagent, Sage one and VT Transaction+) to Trial Balance and draft Profit and Loss stage.· Preparation of client VAT Returns of which we then submit for the clients to the revenue· On occasions have begun creating working papers (when time allows) for the accounts department· Liaise with existing clients through other management regarding their VAT returns Show less



Ladbrokes

• Entertainment Providers

• Customer Service Manager

  • Mar 2007 - Aug 2016

  · Having begun this role at the start of my studies, I continued this Senior position whilst seek employment in the Accountancy profession · I was Responsible for ensuring that all cash is reconciled at end of day, and that double-entry trading figures have been correctly logged by staff · As a result, record in reducing deficits in such balances is excellent · Further responsible for opening and closing premises at varying locations throughout Fife and the practical nature of the role involves communicating face to face with the general public to ensure compliance in all our actions with ethical and legislative issues relating to the Gaming industry Show less



SmarterTax

• Accounting

• Trainee Accounts Assistant

  • Mar 2015 - Jul 2016

  I volunteered at this small Accountancy practice for around 6 hours a week whilst I was working full-time at Ladbrokes to gain an insight into working in a professional environment. During this time, I was able to gain exposure in various accounting tasks. My responsibilities included: · Summarise client’s records using book-keeping software (VT Transaction+) to Trial Balance and draft Profit and Loss stage · Preparation of client VAT Returns · Collation of Property Lettings Income and Expenditure using MS-Excel · Monthly payroll processing using Moneysoft Payroll Manager · Also responsible for liaising with existing clients regarding VAT returns and collection of their papers, and also to engage in follow-up marketing tasks with new and prospective clients Show less