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My responsibilities are preparing Self Assessments, annual accounts, VAT returns, and completing bookkeeping while assisting clients with a variety of queries.
Starting the day with responding to any emails from clients, and prioritising tasks with writing a daily to-do list, this allows me to be organised and prepared for the day. Then normally, I’m monitoring my emails, answering calls, and supporting clients with queries while working on accounts, Tax/VAT returns and bookkeeping during the day.
Occasionally, meeting a deadline can be difficult if records were received close to submission date, which will certainly create challenges, however, with having an amazing working environment and helpful colleagues, tackling these issues are very achievable.
The two main ones I can think of are understanding the calculation of tax liability as this can cause confusion with payments on account etc., and managing the bookkeeping accurately, if a client is completing their own bookkeeping, understanding how to correctly account for all records can be overwhelming at times.
Communication is key. Effectively communicating to the client and identifying the problem would be the first step. I use my research skills to find a solution while liaising with the client to understand their needs and meet their expectations.
My favourite part is learning about different businesses to expanding my knowledge in accountancy. While I enjoy analysing data and preparing financial statements, I also find it very rewarding that I can help our clients.
The atmosphere, I’m lucky to have friendly and supportive colleagues with a positive work culture.
My positive attitude always helps to handle any situation.
Simultaneously, being organised and always being prepared gives peace of mind. Excellent time management skills and prioritising my workload also comes hand in hand to ease the pressure, successfully meet deadlines and complete any task.
Enjoying a peaceful weekend on the beach or visiting the zoo with my family.
I would say my proudest achievement is gaining my degree in Accounting and Finance.
My colleagues would describe me as helpful, friendly, dedicated and hardworking.
I started to read The Hidden Life of Trees; nature can be absolutely fascinating.
I admire my Grandad; he was truly an amazing person.
What is success? “Success is the sum of small efforts, repeated day in and day out.”
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You will receive our bookkeeping software Pandle for free, as part of your package.
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