Practice Accountant
About Candidate
Education/Qualification
- ACCA Qualified
- A Levels in Maths, Business and Economics
- 10 GCSEs including Mathematics and English
Systems used
- Microsoft Word and Excel – Intermediate
- Sage 50 / Sage 500 / Sage Cloud (For Final Accounts)
- Quickbooks
- Xero
- Dext
Career Summary
Current Employer – Accountancy Practice – Providing Accountancy Services for Sole Traders and Limited Companies
Position – Senior Accountant
Dates – November 2023 – Present
- Work as Senior Accountant – overseeing and leading a team of Accountants and Bookkeepers
- Prepares Statutory Accounts for a diverse client base, including sole traders, partnerships, and limited companies, from Incomplete and Complete Records
- Produces comprehensive financial statements such as Balance Sheets, Cash Flow Statements, and Profit and Loss accounts, ensuring compliance across relevant accounting standards
- Prepared Full Sets of Weekly, Monthly, and Quarterly Management Accounts for clients across various sectors
- Provides actionable insights into Financial Performance, Forecasting, and Strategic Planning to assist businesses in decision-making and operational improvements
- Manages VAT Returns for clients, including the accurate calculation, filing, and payment of VAT, ensuring full compliance with current tax regulations
- Handled Capital Gains and Inheritance Tax Returns, providing end-to-end support for clients, including planning, filing, and managing associated tax liabilities
- Prepares and Reconciles Year-End Financial Statements, ensuring all financial records were accurate, complete, and compliant with accounting standards
- Provides Bespoke Accountancy, Taxation, and Tax Planning Advice to a wide range of clients, offering tailored strategies to aid them
- Reviews and supported the work of the Accountants and Bookkeepers, offering guidance and resolving technical queries
- Develops New Working Paper Templates and implemented streamlined processes to enhance the efficiency of client engagements
Previous Employer – Fire Safety Services – Turnover Circa. £4 Million
Position – Management Accountant
Dates – March 2021 – November 2023
- Responsible for the preparation of monthly management accounts for multiple group companies, including detailed balance sheet reconciliations and Profit and Loss reviews to ensure accuracy and compliance with financial standards
- Managed accounts for companies with annual turnovers ranging between £2 million and £6 million
- Provided in-depth financial analysis and ensuring all accounting records were up-to-date and accurately reflected the financial position of each entity
- Produced and reviewed inter-company recharges, ensuring proper allocation of costs and maintaining accurate records
- Managed the preparation of wages journals, ensuring the accurate recording of payroll transactions across the group.
- Led the preparation and submission of the group’s VAT returns, involving several distinct entities, ensuring full compliance with VAT regulations
- Ensured accurate consolidation of VAT data across multiple subsidiaries, addressing any discrepancies and resolving issues promptly
- Prepared statutory accounts for the group, ensuring compliance with relevant accounting standards
- Produced half-yearly accounts for subsidiaries, providing senior management with timely and accurate financial information for decision-making
- Regularly worked with Senior Management to provide insights and advice on financial performance, identifying areas for cost control and potential improvements in financial efficiency across the group
- Contributed to the streamlining of financial reporting processes and internal controls, ensuring efficiency and consistency in month-end close procedures and financial reporting
Previous Employer – Accountant
Position – Accountant
Dates – July 2019 – February 2021
- Handled a Broad Range of Accounting Tasks, including the production of financial accounts, preparation of corporation tax returns, and the filing of personal tax returns
- Acted as a point of contact for clients with queries regarding accounting software, troubleshooting issues, and offering practical solutions to ensure smooth day-to-day operations
- Conducted software training sessions for clients, enabling them to fully utilize their accounting software (QuickBooks Online, Xero, Dext) to improve efficiency and accuracy in financial reporting and management
- Gained practical experience processing payrolls using cloud-based software, ensuring correct calculations and timely submissions for clients
- Developed strong expertise in leading cloud-based accounting software, particularly QuickBooks Online, Xero, and Dext, becoming proficient in their use for client bookkeeping, reporting, and tax compliance
Previous Employer – Proposed Railway Network
Position – Accountant
Dates – April 2019 – July 2019
Previous Employer – Accountant
Position – Senior Accountant
Dates – June 2016 – April 2019
Previous Employer – Accountant
Position – Junior Accountant
Dates – September 2012 – May 2017
