Terri Casey

• Trusted Executive Assistant supporting up to three Directors simultaneously within a fast-paced accountancy practice, acting as a strategic business partner across operations, governance, compliance and executive support.
• Partner with Directors to manage complex diaries, confidential correspondence and competing business priorities, exercising sound judgement to resolve issues independently and ensuring executive time is focused on strategic objectives.
• Own and lead the firm's Tax Investigation Service programme from supplier negotiation through to client communications, pricing strategy, marketing campaigns, administration and reporting. Since April 2018, generated in excess of £560,000 in client billings while improving operational efficiency and data accuracy.
• Lead credit control activities including fee reviews, billing analysis, debtor management and liaison with external legal representatives and debt collection agencies, contributing to improved cash flow and commercial performance.
• Completely rewrote the firm's 73-page Terms of Business, alongside supporting schedules, incorporating regulatory changes from Companies House, HMRC and professional bodies, reducing legal risk and strengthening governance.
• Led implementation of international Anti-Money Laundering verification processes, sourcing a new global screening provider and establishing compliant record-keeping procedures aligned with evolving Companies House legislation.
• Drive continuous process improvement through the design, implementation and refinement of firm-wide procedures, ensuring compliance with regulatory requirements while improving efficiency and user adoption.
• Produce management reports and workflow analysis using FYI and Xero to monitor workloads, statutory deadlines and operational performance, enabling proactive resource planning and improved client service delivery.
• Played a key role in the firm's migration from IRIS Practice Management to FYI, helping embed new technology, improve reporting capabilities and streamline business processes.
• Supported the successful integration of six acquired accountancy firms through onboarding, systems training and process implementation, ensuring a smooth transition for employees and clients.
• Build trusted relationships with clients, suppliers and senior stakeholders, handling highly confidential commercial information with complete discretion and professionalism.
• Line manage the administration team, providing coaching, performance support and process guidance while promoting high service standards across the business.

This role began as Executive Assistant to the Managing Director, over time it has evolved to working as executive assistant to additional directors when the company added to the ownership and restructured. At various times, I have worked 1:1, 1:2 and 1:3 for directors. Since the beginning of 2026, I am working as Executive Assistant to the Audit Team’s Director whilst assisting and training the Managing Directors’ newly recruited Executive Assistant.

• Designed and implemented a centralised client database and workflow reporting system, improving operational visibility, team productivity and client communication across the practice.
• Delivered training and ongoing support to colleagues on Sage Practice Solution, Companies House and HMRC systems, increasing system adoption and promoting consistent working practices.
• Managed the end-to-end client onboarding process, acting as the primary point of contact to ensure a seamless transition, clear communication and a positive client experience.
• Coordinated the timely preparation and submission of statutory documentation to HMRC and Companies House, ensuring full compliance and eliminating the risk of client late-filing penalties.
• Strengthened the firm's financial operations by implementing structured purchase and sales ledger processes, recovering outstanding debt, introducing Direct Debit collections and improving cash flow management.
• Managed supplier relationships and office expenditure, negotiating improved utility contracts, validating supplier invoices and identifying cost-saving opportunities while maintaining service quality.
• Worked closely with senior leadership to improve operational processes, enhance service delivery and support the continued growth of the practice through efficient administration and commercial awareness.

• Managed the secure acquisition, verification and maintenance of sensitive client information obtained from government bodies, ensuring full compliance with the Data Protection Act and maintaining the highest standards of confidentiality.
• Designed and implemented standardised document templates and client communication processes, improving efficiency, consistency and accuracy across the business while reducing administrative time.
• Acted as the final quality assurance reviewer for client-facing correspondence and marketing materials, ensuring all documentation met professional standards for accuracy, clarity and brand consistency.
• Led the firm's transition from paper-based records to a fully electronic document management system, introducing digital filing and record-keeping processes that improved operational efficiency, accessibility and information governance.
• Supported the company's financial operations through management of the purchase and sales ledgers, contributing to effective cash flow management and the achievement of monthly financial targets.
• Planned and delivered client and networking events from concept through execution, coordinating suppliers, logistics and communications to strengthen client relationships and raise the company's profile within the local business community.
• Managed the firm's digital marketing and social media presence across LinkedIn, Twitter and Hootsuite, increasing engagement with clients, referrers and professional contacts while supporting broader business development initiatives.
• Additional Responsibility: Alongside my core role, I provided dedicated Personal Assistant support to the Managing Director for approximately one year, managing executive priorities, confidential matters and business administration. Following my departure in 2017, I was personally invited by the Managing Director to return to the business in 2018 as Executive Assistant to Directors —a reflection of the value, trust and relationships established during my tenure.

• Provided comprehensive executive support to company Directors, managing complex diaries, international travel, personal commitments and changing priorities to ensure the efficient use of executive time.
• Coordinated confidential personal and business administration, including passports, insurance, memberships and event logistics, demonstrating absolute discretion, attention to detail and a proactive approach to executive support.
• Designed and implemented office systems and a centralised CRM database, improving information accessibility, data management and operational efficiency across the business.
• Conducted detailed research and analysis to support Director commissions and strategic business projects, presenting findings in concise, user-friendly formats to aid informed decision-making.
• Represented the Directors at meetings, networking events and industry functions, preparing accurate meeting minutes, tracking actions and ensuring timely follow-up with internal stakeholders.
• Supported the company's marketing and business development strategy by producing monthly newsletters, enhancing website content, creating event presentations and publishing original blog content across social media platforms to increase client engagement and brand visibility.
• Planned and delivered corporate events from concept through execution, including supplier sourcing, contract negotiation, budget management and on-site coordination, ensuring successful delivery and positive stakeholder experiences.
• Managed Director expense reporting, maintaining accurate financial records and ensuring timely reconciliation in line with company policies.
• Supported the finance function through Sage bookkeeping, including purchase and sales ledger management, invoicing, staff expenses, bank reconciliations and year-end financial administration.

• Provided comprehensive administrative and executive support to the Business Owner and Senior Management Team, acting as a trusted point of coordination for daily operations and executive priorities.
• Managed complex executive diaries, meeting schedules and resource planning, including coordination of meeting rooms and the administration of employee annual leave and absence records to support payroll processes.
• Coordinated extensive international travel throughout Asia, producing detailed itineraries, arranging visas and ensuring compliance with country-specific entry requirements, enabling seamless overseas business travel.
• Managed executive expense administration and supplier invoice processing using SUN accounting software, ensuring accuracy, timely approvals and adherence to internal financial controls.
• Administered confidential personal financial matters for the Business Owner, including payments to external suppliers and the collation of sensitive investment information, maintaining the highest standards of discretion and confidentiality.
• Built strong relationships with international suppliers, coordinating product quotations, managing specification changes and facilitating effective communication throughout the supply chain.
• Identified and sourced new suppliers and prospective clients, supporting business growth initiatives and contributing to increased commercial opportunities and profitability.
• Conducted market and trend research to support seasonal product development, producing presentation storyboards, cost packs and colour standards that informed client presentations and secured new business opportunities.