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!
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’m an AAT qualified Bookkeeper, and 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!
Running your own business is all about multi-tasking – delivering customer service, managing stock, running your operations – something I learned in my days as a publican in Kent, Sussex and Somerset. It was at this time I found that I enjoyed accounting.
I’m now AAT qualified and have provided management accounting services within a local dairy business and a garden machinery business with an international supply chain. I like things to be clear, simple and make sense, and my aim is to put you in a position where you can focus on providing the service you are passionate about.
When work is done I love weekends away with friends and family, whether it is in London at a Rock concert, or closer to home where within an hour you can be at the beach or in the beautiful wilds of Exmoor and Dartmoor. I have 2 Springer Spaniels, a cat, husband and 2 amazing sons that are growing up far too fast.
Having run my own business I completely understand that dealing with your annual accounts and tax returns is not usually at the top of your ‘to do’ list!
As a chartered accountant with over 15 years experience in both practice and industry, I will work with you to ensure your annual reporting requirements are met in a timely and efficient way, with minimum fuss. I want to make your year-end processes less onerous and more commercially relevant, specifically looking for any tax savings or planning opportunities; or indeed anything that might help to drive, support or develop your business.
Outside of work, as Mum to 4 school – aged children, life is fun, varied and lively! In between the trips to dance, cubs, scouts etc, we enjoy our family time together on days out and about making the most of the beautiful Somerset countryside…and can often be found quizzing in each on our shared specialist subject….. Harry Potter!!
After an initial spell in practice, I held senior finance / general management executive roles in the UK and overseas, working in diverse businesses involved in electrical and mechanical manufacture, importation and distribution. In those roles I got businesses ready to sell and managed turnarounds.
I’m a Chartered Certified Accountant, as well as a New Zealand qualified Chartered Accountant, and following my corporate career I have been involved in teaching the next generation of accountants at the technical and professional level.
Away from work I enjoy running and being outdoors … which occasionally spills over into star gazing!