Who we are

Qualified:

1992

Specialist in:

Financial & Commercial advice to owner managed businesses

Core areas of work:

Raising finance, management accounts, preparation of cashflow forecasts and business plans, business start up, systems advice and set up, tax planning and commercial advice.

Recently involved in:

Preparing management accounts and cashflow and profit projections for client raising asset finance and to meet requirements to factoring provider.
Preparing cashflow and profit projections to assist client identify cashflow requirements and identify how fluctuations in sales and changes in overheads affect cash and profit.
Setting up systems to improve accuracy of internal financial information.
Assisting several start up businesses get up and running.
Reviewing business structure for a client where different shareholders involved in each part of the business.

Interests:

I have a 12 year old daughter who keeps me busy outside of work. I also enjoy reading - John Le Carre, Evelyn Waugh, Daphne du Maurier and Agatha Christie are current favourites. I enjoy shopping, films, food and wine, holidays and sunshine. I love sport – especially cricket and rugby – watching not playing and I can be a bit of an addict to Facebook games.

What clients say:

“Kate is pro active in helping my business grow and provides a great sounding board for ideas”

Qualified:

1998

Specialist in:

Taxation advice to owner managed businesses

Core areas of work:

All areas of tax compliance
Tax planning for individuals and companies
Tax advice for business start ups and individuals
Client liaison

Recently involved in:

Advising limited company start ups on dividend/salary structures
Assisting a client in bringing their vat affairs up to date
Advising clients on the implications of buying rental properties
Giving advice on VAT online and the changes to the VAT rate
Advising a client on simplifying their business structure

Interests:
(guilty pleasures!)

The Yellow House in Arles by Vincent Van Gogh
The Peer Gynt Suite by Edvard Greig
Blackadder Goes Forth
Ropert Capa’s WWII photographs
Berry/Mills/Stipe harmonies
Travelling across Europe by train
Please by Pet Shop Boys
Dancing to Eighties music
James Wilson in House MD
Hot chocolate in the bar at the Westin Grand, Berlin

What clients say:

“Very happy! You take the tax pain away. Thank you”.

Core areas of work:

Accounts preparation
Management accounts
VAT returns

Interests:

I am an outdoor person. I am still actively involved in my caving club although no longer an active caver. I cycle every day and I enjoy hill walking and mountaineering.

Core areas of work:

Personal tax compliance
Payroll processing
VAT return completion
Accounts preparation

Interests:

I enjoy playing and watching football, I also like to watch Formula One Grand Prix and I occasionally play snooker with my Dad. I enjoy watching action and comedy films and reading, mostly fantasy books. I also really enjoy going to music festivals in the summer.

Core areas of work:

Office management
Client liaison
Marketing

Interests:

I spend a lot of my spare time with family and friends and I have also been known to spend many hours in the kitchen baking various new recipes! I enjoy travel when I have the opportunity to do so and utilising the languages I am able to speak. I also am a fan of film, both English speaking and foreign, and am a regular visitor to Quad in Derby.