ACA-qualified accountant with over a decade in practice, progressing from trainee through to Client Relationship Manager. Brings deep experience across audit, accounts, tax, and advisory for a diverse portfolio including SMEs (up to £30m turnover), charities, LLPs, and group structures. Known for building strong client relationships, delivering under tight deadlines, and coaching junior staff. Combines robust technical knowledge with a commercial, solutions-focused approach that adds real value to business owners.
? Key strengths and impact:
- ACA qualified with 12 years’ experience in a growing accountancy practice.
- Acts as trusted adviser to SME owners, providing year-end accounts, management accounts, and group reporting.
- Led statutory audits across multiple sectors including manufacturing, engineering, healthcare, retail, technology, and not-for-profit.
- Hands-on in complex areas such as stock valuations, revenue recognition (including construction contracts), and investment property accounting.
- Regularly delivers budgeting, forecasting, corporation tax, and self-assessment compliance services.
- Supports clients with ad-hoc tax planning – profit extraction, pensions, capital investment, and CGT.
- Strong people manager: trains and develops staff, conducts appraisals, and provides constructive feedback.
- Reputation for high standards, tight deadline delivery, and strong client service.
? Best suited for:
Finance Manager or Finance Controller roles within SMEs, owner-managed, or not-for-profit organisations. Brings the depth of experience of a practice background with the commercial acumen to transition into industry leadership.
