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Annie appreciates the excellent support of the whole team.
Mark Davis is our accounts manager, dealing with the preparation of
financial and management accounts, as well as VAT Returns and related matters.
He deals with QuickBooks and Sage and provide support to Clients with these packages in particular.
Mark oversees Sha who joined us on 2 April 2007. Although Sha has an MSc in Accounting and Management Science,
she has been studying to become ACCA qualified. She is currently undertaking her level 3 stage studies.
We are pleased to help support Sha with her studies.
Mark continues to over see Chris who has passed his AAT Foundation exams and is now
working on the intermediary AAT exams. Chris has already gained extensive experience and knowledge of our
working practices and client base in the time he has been with us.
Colin joined the team to take over the Tax department at the end of July 2007.
He was joined by Belinda at the start of September. Between them they have a
wealth of knowledge and experience on taxation
Ruth continues to deal with payroll processing for clients. She also helps with
accounts preparation and providing book-keeping support, in particular she gives direct
support with spreadsheets for clients and our QuickBooks book-keeping service.
On the secretarial side, the firm is delighted to have Pam. Pam joined over 10 years
ago and deals with secretarial matters as well as maintaining stationery and other stock levels.
Pam also mans the reception desk and telephones and is the welcoming smile for all our visitors.
Mandy now works as PA to Annie and continues to maintain our database. She is also responsible
for our on-line filing and company formation with Companies House and deals with the company
secretarial work such as filing of Annual Returns. Mandy also undertakes book-keeping for our clients.
She is with us on Mondays, Tuesdays and Wednesdays, being still on a part-time basis at present.
Louise joined us in the autumn of 2003 as office secretary and to support Pam with reception duties.
Louise works part time on Mondays, Wednesdays, Thursdays and Fridays.
Natalie has recently joined us to provide extra support on the secretarial side.
We are proud of the level of support provided by all our staff. We offer a ‘hand-holding’
approach to those of our clients who want this while keeping our involvement to a minimum for those
who prefer to do most of their accounting themselves.
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