Team Work
We are a small team of dedicated individuals, who really listen when our clients talk. We are involved with new businesses just starting out, providing advice on those first steps, and businesses that may have been trading for some time but feel that they want to step the business up. We are also building up a portfolio of clients who use our services in a sort of financial director role – we visit the client on a regular basis (weekly or monthly) and help to produce meaningful management accounts on which we can comment and give advice. Some of these clients use another firm of accountants to prepare the final statutory accounts and to give specialist tax advice at the year end, but find our hands on approach invaluable during the year.
Sally Reed
Qualified as a Chartered Accountant in 1991. She graduated from the London School of Economics in 1985, and spent some time working in London and Launceston before deciding to study for the Chartered Accountant qualification.
Sally particularly enjoys spending time with clients, learning about their businesses, and getting involved.
Steff Williams
Steff has been with us since 2006 and is now a qualified AAT (Accounting Technician). She is continuing her studies, training to become a fully qualified Chartered Accountant. Steff is extremely conscientious and hard working, and a highly valued member of the team.
Helen Davis
Helen joined us in February 2009 as a qualified AAT (Accounting Technician), and has also started training to become a Chartered Accountant. Helen has brought an extensive working knowledge of Sage and has also developed a knowledge of Act! to enable us to offer full CRM training to clients interested in this software.