Lindsay Surridge

• Oversaw 7 team members workflows to ensure accurate and timely preparation of client accounts to meet all regulatory deadlines.
• Reviewed financial statements and working papers prepared by team members, ensuring accuracy and compliance with accounting standards.
• Identify discrepancies and provided guidance to team members, fostering culture of continuous improvements.
• Conducted training sessions to enhance junior team skills, contributing to their professional development.
• Oversaw filing of all statutory accounts with Companies House, consistently meeting regulatory deadlines.
• Acted as point of contact for diverse client portfolio, providing support and guidance.

• Prepared annual statutory accounts for limited companies.
• Prepared tax computations for limited companies.
• Performed analytical reviews of balance sheets and profit & loss statements, highlighting discrepancies and providing detailed notes for reviewer.
• Processed journal adjustments directly to client accounting software.
• Prepared partnership and sole trader accounts to assist tax team with personal tax returns.
• Prepared quarterly management accounts for portfolio of clients.
• Ensured compliance with accounting standards, including FRS 102 and FRS 105.
• Maintained strong client relationships through direct communication, gathering financial information, and resolving queries efficiently.

• Prepared annual statutory accounts for limited companies.
• Prepared tax computations for limited companies.
• Prepared quarterly VAT returns and management accounts.
• Assisted audit team with audits, providing supporting documentation.
• Managed bookkeeping for large property portfolio across 8 limited companies, ensuring accurate financial records and timely reporting.
• Liaised with clients to gather information and resolve queries efficiently.

Provided and maintained bookkeeping duties for 2 recruitment companies.

• Raising sales invoices
• Processing supplier invoices and employee expenses
• Bank reconciliations
• Credit control
• Prepare monthly management accounts
• Processing payroll
• Processing supplier payments