Ceri Millar has been a Chartered Accountant for over 20 years, all her time spent in practice.
She manages clients’ affairs in the firm to ensure they are dealt with efficiently and promptly. She prepares accounts and specialises in personal tax returns.
She reviews all limited company accounts to ensure accounting standards are followed.
She regularly advises on Capital Gains Tax and Inheritance Tax and will make planning recommendations.
She studied for the financial planning exams of the Financial Services Authority. Although the firm is not authorised to advise on an insurance company’s products, she can recommend consultants and can review their suggestions.
Paul Roberts has over 20 years experience in practice.
He has extensive experience in preparing company accounts as well as sole trader/partnership accounts and tax work. He manages our payroll bureau and VAT Return services.
He specialises in helping new businesses in particular advising on the most appropriate accounting systems, debtors, stock and cash controls and VAT planning opportunities.
He conducts our responses to Revenue enquiries for complex cases.
Steven Nelson has 20 years experience in practice.
He has experience in preparing accounts including company accounts and dealing with their tax work. He is responsible for the smooth operation and development of our computer system in the firm ensuring our accounting and other software are kept up to date including our website.
He will install accounting software on clients’ computers and has extensive experience of Sage and Quickbooks. He will attend a clients’ workplace to assist until the client is confident to proceed alone. He can also assist with implementation of Making Tax Digital.
Ellen Maddern has 20 years experience in practice.
She is our front line receptionist handling telephone calls and counter enquires. She operates the payroll service and the regular book keeping services to clients on a monthly basis. She also prepares VAT Returns and Income and Expenditure Accounts for the firm and for clients.
She has an AAT qualification (Association of Accounting Technicians) and a sound knowledge of Sage Software.