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This month we spoke to Andrew Harper, Accounts Semi-Senior at The Accountancy Partnership!
Accounts, VAT returns, Self Assessments, and ongoing tax advice for clients.
In the morning I will look at my emails first and complete a set of accounts. Later I will have initial consultation calls with clients to introduce myself and discuss any initial queries they have.
The rest of the afternoon is usually spent checking my CRM and organising any outstanding tasks I may have, and potentially having more calls with clients.
I sometimes get quite specific tax queries from clients which require me to do a bit of research, so I can ensure I offer the best advice possible to them.
I like to try and explain everything in a way anyone can understand, so I always email a written explanation to a client’s query as well as offering a call, in case they prefer to discuss it further.
Generally, just speaking with clients and establishing a point of contact they can rely on. I aim for them to come away from the call understanding the advice given to them. I always try to explain how the advice benefits them in a way they understand.
I like how we are allowed to work independently; some days require more focus than others and managing our own time allows me to spread out important tasks and complete them in a timeframe that also suits the client.
Attention to detail and spotting things that may have been overlooked by clients.
On the days Liverpool FC play at home it would have to be Anfield with my brother. Otherwise going for walks anywhere with my partner Hannah, and dog Millie.
Laidback and friendly. Unless you ask Chris, who would probably say annoying.
My Mum and Dad, both for their achievements in their careers and for everything they do to support myself, my brother and sister.
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