Practice Accounts Assistant
About Candidate
Education/Qualification
- 2023 Macclesfield College – Advanced Diploma in Accounting Level 3
- 2020 Tytherington Sixth Form – Health and Social Care Level 3
- 2019 Tytherington School – GCSEs including Mathematics and English
Systems used
- Xero
- Dext
- Sage Online
- Sage Desktop
- Quickbooks
- Free Agent
- CCH Digita Accounts Production
- CaseWare
- MyWork Papers
- Word
- Excel
Career Summary
Current Employer – Accountancy and Business Advisory Service
Position – Accounts Assistant
Dates – February 2024 – Present
- Working within the SME department preparing accounts using both My Workpapers and Digita Accounts Production for Sole Traders/Partnerships/Charities/Companies
- General client bookkeeping alongside training clients to use the software independently
- Tailoring each job to meet varied criteria for different manager.
- Attending training to stay up to date on accounting policies and new legislation
- Ensuring any information received is filed correctly according to GDPR
- Using Excel to analyse data from Sage/Xero/QuickBooks
Previous Employer – Accountancy and Business Advisory Service
Position – Accounts Assistant
Dates – November 2020 – February 2024
- Bookkeeping/preparing and submitting quarterly VAT returns for clients using Sage online as well as Sage desktop
- General communication with clients both over the phone as well as email and written correspondence.
- Preparing and submitting annual confirmation statements with Companies House
- Preparing iXBRLs to be submitted with HM Revenue & Customs
- Communicating with colleagues to ensure every member of the team is aware of the current work in progress.
Previous Employer – Restaurant
Position – Crew Member
Dates – October 2019 – November 2020
Previous Employer – Coffee Shop
Position – Barista / Waitress
Dates – October 2019 – November 2020
Previous Employer – Restaurant
Position – Waitress
Dates – November 2017 – September 2019
