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I complete the annual accounts for my portfolio of clients, as well as filing VAT Returns, Self Assessments, and Corporation Tax Returns. I also help my clients with any questions they may have.
I often have an initial consultation booked in first thing in the morning. These are designed for new clients to understand the key information relating to their accounts and tax returns. I then work through the emails in my inbox from clients and colleagues and then work on the accounts for a client.
As all of my clients are completely different, I am often faced with very niche situations and queries that I may not have come across before. Luckily, I can always rely on my colleagues for help if I need it.
It can be difficult to get the hang of everything they need to know about tax and accounting. Luckily, they’ve got us to help!
I like to think I’m good at explaining tricky concepts clearly to my clients, which can help when they have just started their business and are unsure about how the taxes and accounts work.
The wide range of clients means that the job is never boring, as there’s always unique challenges every day.
I love how we all get on – it’s a very friendly environment. I also enjoy the free smoothies!
I think I’ve always been pretty good at maths, which is very important, especially when I have to get my head around tricky adjustments to the accounts.
Not really visiting, as it’s right on my doorstep, but I love talking walks along the Wirral Way on the weekends. I also like going shopping in Liverpool City Centre every so often.
Outside of work I do some local theatre, and I’ve recently been cast in my first lead role in a stage adaptation of Terry Pratchet’s Wyrd Sisters which I’m very proud of.
They’d probably say I’m a bit quiet – I usually just come in and get my head down. But I’d like to think they’d say I’m fun on a work night out!
Since the Wicked movies came out, I’ve been making my way through the books – so far, I’ve read two out of four, and I’m really enjoying them!
Elle Woods from Legally Blonde – she used her confidence and hard work to get into and graduate from Harvard, even when everyone around her thought she couldn’t!
Who’s your favourite doctor from Doctor Who? Peter Capaldi!
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Read MoreThe 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?
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It is unlikely you will need this service, unless you are voluntarily registered for VAT.
Are you sure this is correct?
Call us on 020 3355 4047 if you’re not sure.
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.
Call us on 020 3355 4047 if you’re not sure.
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:
Call us on 020 3355 4047 if you’re not sure.