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Give an overview of the duties, functions and responsibilities of your job.

Answering calls, processing codes and AMLs, sorting post, verifying IDs with Companies House, chasing outstanding invoices and calling clients for onboarding calls.

What is a typical working day like for you?

Answering emails and phone calls, alongside general admin tasks.

What particular challenges do you regularly encounter?

Managing workload can be tricky when also answering calls/emails.

What are some of the biggest challenges faced by your clients?

Some clients find the accounting process tricky at first, so we need to ensure clear communication to best guide them through the process.

How are you able to use your skills to solve problems for them?

I try to use communication and organisation skills to help guide clients through what we need, while also being approachable and patient to make the process stress free.

What is your favourite part of the job?

My colleagues, they are all friendly and supportive.

What do you like most about working for The Accountancy Partnership?

I enjoy meeting new people and the lunches.

What skills do you find most useful to do your job?

The role has improved my communication skills.

Where’s your favourite place to visit on days off?

Anywhere in Wales for pretty walks.

Tell us about your proudest achievement.

Getting on the property ladder!

How would your colleagues describe you?

Having a funny accent.

What are you reading/binge watching at the moment?

I am currently reading the secret history by Donna Tartt.

Who do you admire, and why?

My mum and dad, they take care of everyone.

 
Find out more about the services we offer by hitting the live chat button, or get an instant quote online. Interested in joining the team? Check out our recruitment page.

About The Author

Milly Manna

With a MSc in Advanced Marketing, I've worked on a variety of projects and campaigns. Outside of work you'll find me travelling, listening to music, and taking photographs.

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Confirm Transactions

The number of monthly transactions you have entered based on your turnover seem high. A transaction is one bookkeeping entry such as a sale, purchase, payment or receipt. Are you sure this is correct?

Yes, submit my quote
No, let me change it

Please contact our sales team if you’re unsure

VAT Returns

It is unlikely you will need this service, unless you are voluntarily registered for VAT.

Are you sure this is correct?

Yes, the business is VAT registered
No, let me change it

Call us on 020 3355 4047 if you’re not sure.

MTD IT Quarterly Updates

Your final, end of year MTD Income Tax submission is included in your fee, without this add-on service.

We would recommend you submit the quarterly updates yourself using Pandle or alternative bookkeeping software.

However, if you would prefer us to submit these quarterly updates for you, there is an additional fee of £35.00 per month.

I will submit the quarterly updates
I want you to submit the quarterly updates

Call us on 020 3355 4047 if you’re not sure.

Bookkeeping

You will receive our bookkeeping software Pandle for free, as part of your package.

You can use this to complete your own bookkeeping, or we can provide a quote to complete your bookkeeping for you.

Please select and option below:

I will do my own bookkeeping
I want you to do my bookkeeping

Call us on 020 3355 4047 if you’re not sure.