Client Manager Accountant

Education/Qualification

• Self-Studied ACA – CTA Qualification
• AAT Level 4 Professional Diploma in Accounting
• Certified Advisor and Trainer for Xero, QuickBooks, Sage One and Dext
• Power BI Microsoft Certification (ongoing)
• 2017 Runshaw College – A Levels in Accounting, Film Studies and Mathematics
• 2015 Shevington High School – 10 GCSEs including Mathematics and English

Systems used

• Microsoft Word and Excel
• Xero
• Quickbooks
• Sage One
• FreeAgent
• Dext
• Hubdoc
• Google Sheets
• Pivot Tables

Career Summary

Current Employer – Organization

Position – Client Manager Accountant and Analyst

Dates – August 2023 – Present

• Manage a portfolio of 85 sole traders and 45 limited companies, with a strong focus on dental and aesthetics businesses
• Prepare financial statements, tax returns, VAT submissions, including partial exemption VAT, ensuring accurate reporting and compliance with UK accounting standards
• Develop and maintain budgets and cash flow forecasts alongside monthly & quarterly management accounts to help clients track financial performance against set targets
• Provide strategic tax planning and forecasting, advising clients on opportunities for tax efficiencies and financial structuring
• Designed and implemented a Xero training program as a billable service, enabling clients to take control of their bookkeeping, improving reporting accuracy, and freeing up internal capacity within the firm
• Introduced and integrated company secretarial software, centralizing compliance tracking for clients’ accounts filing and CS01 deadlines, reducing administrative workload and ensuring timely submissions
• Provide internal training for team members on accounts preparation, working paper completion, and cloud-based accounting software, improving overall efficiency within the firm
• Act as a key point of contact for clients, offering ongoing advisory support related to financial performance, tax compliance, and process improvements
• Identified and rectified a £12,000 capital allowances mistake from a previous financial year, ensuring correct financial reporting and providing additional tax savings for a client
• Designed and delivered a semi-automated accounts payable system for over 10 dental practices, reducing administrative time and late payment of invoices to suppliers. Revenue generated of around £10,000 thus far
•  5x winner of Player of the Month since inception 12 months ago, recognising my consistent ability to overperform beyond the regular scope of my duties.

Previous Employer – Accountant (Various roles from August 2017 – April 2022)

Position – Practice Developer

Dates – March 2021 – April 2022

•  Managed a diverse client base, predominantly in the contracting, construction and online marketplace sectors
•  Responsible for year-end statutory account, management accounts, VAT returns, and tax submissions for sole traders, partnerships, and limited companies
•  Assisted clients in budget creation and cash flow management, helping businesses make informed financial decisions
•  Conducted variance analysis, comparing actual financial performance against budgeted figures to identify trends and areas for improvement
•  Provided tax planning and compliance support, ensuring clients optimized their tax positions while remaining compliant with regulations
•  Worked extensively with Xero, QuickBooks, and cloud accounting tools, integrating software solutions to improve efficiency in financial reporting
•  Supported the onboarding of new clients, ensuring a smooth transition into the firm’s accounting systems and processes
•  Built strong relationships with clients, acting as a trusted advisor for their financial and business needs
•  Supervision of 2 junior accountancy staff members

Position – Client Manager Accountant

Dates – August 2017 – April 2022

Previous Employer – Business to Business Service

Position – Recruitment Consultant

Dates – May 2022 – July 2023

• Managed client relationships, liaising between schools and candidates to match hiring needs
• Tracked performance metrics, monitoring placement success and revenue impact
• Developed strong stakeholder management skills, working across multiple departments