Reliable and driven professional with a strong commitment to growth and change for the better. Known for clear, confident communication, both written and verbal, and a consistently high standard of professionalism. Leads by example and is an asset to the team.
Overview
8
8
years of professional experience
Work history
Bookkeeper / Accounts Assistant
Shoreline Accountants Limited
Seaford, East Sussex
10.2023 - Current
I re-joined Shoreline after being offered a more senior role with increased responsibilities and salary, despite the same title on my contract.
Being a point of contact and managing my own client pool, providing them with a bespoke personal service, dealing with regular Ad hoc queries covering VAT, personal tax, payroll and accounts, responding promptly and in depth.
Completing year end accounts and tax returns for all of my clients on primarily Xero and spreadsheets, with occasional clients on FreeAgent, using Digita accounts production, personal tax and payroll manager.
Hold a high level of both verbal and written communication with clients and staff, pride myself on clearly laid out working papers and email correspondence. Update job statuses with notes, receive paperwork, send accounts and set up monthly processes through Client Engager.
Calculate monthly subsistence claims for overseas travel, create an interactive bespoke spreadsheet for my clients employees.
Onboard clients, price new jobs and consistently train clients in office, on teams or at their place of work, move clients from other software over to Xero ensuring complete mirroring of the previous.
Create custom management reports in Xero for various clients, upkeep timely updates and attend meetings.
Always actively adapting and streamlining jobs, going against old processes that are currently in use and are slowing down work, questioning the why and the need.
Use data extraction software Dext and Apron extensively ensuring quick data processing.
Train all junior members of staff and determine level of knowledge, report any current or predicted issues to my boss.
Trainee Accountant
Friend-James Ltd
Brighton, East Sussex
07.2023 - 10.2023
I joined Friend-James to go down the route to becoming a chartered accountant, working in central Brighton at a much larger firm.
Preparing tax returns, sole trade accounts, limited company accounts start to finish for a wide variety of clients.
Introduction to working papers and the value of detailed notes with all different types of year end processes, working papers were kept to a very high strict standard.
Training new clients and existing clients on Xero and various integrations both in person and via teams. Due to the large client base this almost became a weekly occurrence which i had no issues with due to my strong understanding of the software.
Price new jobs for bookkeeping services, provide solutions and ways to streamline processes, ultimately to reduce time spent.
Use CCH to complete accounts, tax returns and log time spent.
Bookkeeper / Accounts Assistant
Shoreline Accountants Limited
Seaford, East Sussex
06.2022 - 07.2023
Executed VAT returns from initiation to completion for diverse clients, including beauty salons, motor garages, cafes, builders etc.
Contacted suppliers on behalf of clients to obtain necessary documentation for account reconciliation.
Gained strong confidence in the software Xero, providing support to clients and colleagues.
Assisted accountants with advanced bookkeeping tasks during year-end accounts preparation.
Utilised various accounting software, including FreeAgent and QuickBooks, to reconcile accounts and file VAT returns.
Cultivated strong client relationships through regular communication and in-person meetings for complex issues.
Prioritised workload effectively, managing queries via email and phone while maintaining a timesheet.
Office Admin
Claremont Designs Ltd
Newhaven, East Sussex
09.2020 - 06.2022
i Joined this kitchen and bedroom manufacturing company as it started to expand and they'd never really had anyone in the 'office' before, i was therefore set the tasks of creating all sorts of useful templates on excel and word to help the business be more organised as they grow. I.E online cut lists, order forms, delivery notes, price lists and anything that a computer can be used for. This was mainly done through initiative and done independently, due to this my excel and general computer skills have grown tremendously and i feel very confident using these systems.
Helping organise the fitting side of current/future jobs through calling up multiple different trades and booking them in where needed. Making sure everything runs smoothly and to ultimately keep customers happy.
Coordinating customer calls and enquiries, dealing with them calmly and professionally even when emotions maybe high due to their jobs being delayed etc and helping them where possible.
Helping with production of units during busy spells, taking in deliveries keeping Dropbox organised and giving any general help i can give when needed outside of the office.
Till Supervisor
Tates Garden Centres
Newhaven, East Sussex
02.2017 - 08.2020
Watch over till staff members and assure everything runs smoothly
Answer telephone calls and make sure customer's queries/questions are dealt with appropriately
Show customers/inform them on products within the store
Deal with refunds on products and customer feedback on them
Complete the daily voucher banking sheet to assure no errors have been made during the day when issuing them
Count the coffee shop float and exchange it into the correct float for the following day
Fill out the end of day till sheet using the Z report to tally up the different amounts taken of i.e cash/card/vouchers, to ultimately work out what has to be banked and what is needed for the following days float.
Produce Colleague
ASDA
Brighton, East Sussex
12.2016 - 12.2016
Show customers where certain products are within the store
Stock up and rotate shelves with appropriate items dependant on expiry dates.
Education
GCSE - undefined
Seahaven Academy
Newhaven
2016
Accounting & Business
Metropolitan College
Brighton
2017
Business
Metropolitan College
Brighton
2018
Accountancy
Sussex Downs College
Denton Island
2019
About me
I live in a flat with my partner and our 2 babies (cats), i am unfortunately a West Ham season ticket holder and travel up to Stratford every other weekend with my Dad and partner (newly converted football fan).
I enjoy spending time with my mates, at the pub, at the gym or playing football (when my knees allow me to).