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Maldon
I am self employed, and a qualified AAT member. My career started in London heading up the accounts for a small insurance brokers that grew from 3 staff to 25 staff in 5 years and i stayed in this job for 13 years. My role was ALL aspects of accounting which included specialised reporting for an insurance company. I then had children and choose to leave the City and started working for myself as a self-employed bookkeeper/Accounts Manager.
Maldon
We pride ourselves on getting to know the client and their needs, both for businesses and individuals. Taking the time to speak and meet with clients and gather a clear understanding on what they would like to achieve, enables us to provide a far greater level of advice and service.
Essex
We are a well established, tech-friendly firm of accountants. We specialise in the Construction and Recruitment sectors but we currently look after businesses as diverse as teaching and wholesale dairy, literally chalk and cheese and everything in between! We are Xero and Sage specialists - Xero since 2013 and Sage since 1988 (we also speak Freeagent and Quickbooks!). We add value by setting clients up for remote accounting and bookkeeping using Xero and Receipt Bank (where appropriate) so all the parts of the accounts process click together and you know where you are financially... We are also skilled in connecting add-ons to the accounts which can provide cash flow forecasting, credit control and automating various parts of the business.
All the usual things you would expect from an Accountant: Accounts, Bookkeeping, Tax Returns, Limited Company filings, Payroll, Cash flow forecasts, Management Accounts but also some things you wouldn't expect. For instance, does your accountant provide you with Apps to make your business run more smoothly? We do...
Accountants are not just about the numbers. Sure, that's important but it's also about having a professional you can trust for sound advice. Our clients have an accountant like that...
The people we meet, the different ways we help our clients along the way whether it's getting a mortgage for their first house, selling a business to allow retirement or just helping them avoid problems by getting it right and keeping them up to date.
By providing our customers with the latest Apps we can work with them during the year not just several months after. We are more than just "the accounts". We can provide proactive advice rather than being "wise after the event". Time and again our customers tell us how much better this is for them than the traditional way of doing the accounts.
Yes, we communicate with our clients using an online portal, text, WhatsApp and email. This allows communications to remain secure yet traceable.
Skype/Teams/Zoom meetings, electronic signing, uploads to portal, communications via WhatsApp, text & email.
