Put the face to the names…
We’re interested in the people behind the businesses we work with. Can we help you make your business more profitable?
What can we do to help you improve your cashflow?
Starting-up? Struggling for cash? Thinking about growing your business? I’m always looking at how we can help our customers understand their business finances better.
I’m a mathematician, Chartered Accountant, Chartered Tax Adviser, and have experience in setting up, buying, growing and selling businesses in both my corporate and personal life. My mission is to increase business owners understanding of their numbers by providing training courses, mentoring and coaching programmes and supporting business owners to help them achieve their goals. I’m always ready to hear from you about what would help you and your business.
As a new grandad, my family has given me more reasons than ever to enjoy time away from my desk, and live life to the max!
Practice Management Director
I get to know our customers, and help them get to know our team. As a small business champion, I’m always looking for ways that we can support our customers better. Whether that’s helping you get what you need out of Xero, working on your business plan, or practical stuff like filing information for your company or working out your day-to-day routine in the office. Often things aren’t as complicated or difficult as they seem, and the first step is always to ask the question!
When I’m not at work I do love the outdoors, so give me a chance I’ll be at the beach with my children, or lighting a campfire with my girl guides. A closet geek, I’m always on the hunt for a good app. And don’t get me started on Sherlock…
Customer Relationship Director
Does your business have sustainable cash flow? Are you on track to make the money you need? As one of our Chartered Accountants, my focus is helping you to understand what’s really going on with your business finances, and plan with you to help make sure your activities are tax-efficient. However I’m well aware that accounts don’t make everyone tick, so my focus is ensuring you have the information you need, so you can concentrate on doing what you love.
When I’m not crunching numbers, I enjoy spending time with family and friends. And when I get time to myself, my first thought is to put on my running shoes and head to the gym. Believe it or not I get there!
Ready for new way to do accounts? As a Xero Champion, I help our customers get their online accounts up-and-running, tailoring the settings to meet the needs of each individual business. Once you’ve got started? My role is to ensure you have up-to-date management information available on a regular basis. This means you can check that your business is performing as well as you expected and planned. At Wessex we don’t save up your questions till the year-end, so I’m regularly talking to businesses about any queries they have.
When I’m not at my desk I’ll be cooking, baking and working through my home craft projects. But there’s nothing I enjoy more than the chance to get out and cycle, run or swim. My dog sits patiently at my desk when I’m at work, we both look forward to our morning and afternoon walks!
Want to spend time typing in supplier invoices every month? Or wait until the end of the month to check your bank balance ties in with your accounts? None of the business owners I work with do! I help move our customers onto paperless, effortless bookkeeping. They’re always pleasantly surprised how easy it is! Ask me if you’d like to see automated bookkeeping in action 🙂
I’m the person who ‘gets things done’ at work. And at home too! If you’re a fan of Yeovil Town FC, you’ll see me regularly at Huish Park. When I’m not following the Glovers, I’m squeezing in family camping and train rides with my children. Loving the Somerset life!
Our team know me as the person who’ll call customer services and demand the highest level of service! And that’s what you can expect from us at Wessex. I work with Linda and our team to ensure that we meet and exceed your expectations. Whether that’s organising meetings and events, setting up customer files or handling a support call. As a Certified Adviser, I use Xero every day, and can help you find your way round your online accounts.
When we’re not talking business, I’ll be working on a craft project with my daughter, or planning next year’s family holiday. If it involves fairytales or Disney, I love it!
Ready to find out more about how online accounts can make your business life easier? Want to understand a bit more about your business finances? I spend much of my time setting up meetings and arranging events so you have the time and space to talk through these issues with Graham and the team.
At Wessex we don’t just advocate cloud technology, we use it ourselves. So as well as being a certified adviser, I’m also a Xero user, and can talk through any questions you have about how it really works!
Time at home is all about dog-walking with my dobermann, baking for friends and family, and of course, catching up with The Great British Bake Off on a Wednesday! When it’s time to get away from it all, I’ll be first to hit the slopes in the winter or the beach on my summer holidays!