Personnel profiles

Our three key personnel have the following skills:  

Mrs Heidi White 
Qualifications
Part qualified with ICB in Bookkeeping
18yrs experience in accounts preparation
Skills
Data input to all ledgers in Sage Accounts software and other accounting packages
Reconciling bank accounts and Customer/Supplier accounts 
Making BACS payments and controlling creditors' payment lists for Directors
Liaising with clients and their customers and suppliers
Credit Control

 

Mrs Katie Rendell
Qualifications

Fully qualified with ICB in Payroll

Part qualified with ICB in Bookkeeping

Completed Sage Payroll Training Course for Windows and Sage Payroll Processing 
18yrs experience in accounts preparation
Skills
Sage payroll for 12 companies covering weekly and monthly paid staff
Payroll year-end statutory filing requirements and filing on line
Making payments via BACS to employees and HMRC
Preparing staff contracts for new employees
Liaising with clients and their employees
Data entry to Sage Accounts software and other accounting packages
Producing sales invoices using Sage system and other accounting packages
Completion of accounts in order to produce a tax return
Preparing Self-Assessment Tax Returns
VAT Returns preparation and completion

 

Mrs Pamela Keen
Qualifications
Fully qualified member of ICB
Trained in Sage Line 50 Accounts
Over 25yrs experience in Bookkeeping and Management Accounts
Skills
Data input to Sage Accounts software and other accounting packages
VAT returns preparation and completion
Self-Assessment Tax Returns for individuals and small companies
Statutory filing for small companies
Monthly management accounts with budget comparisons using Excel
Liaising with clients to produce budgets and cash flow forecasts
Making BACS payments to a variety of beneficiaries for clients
Providing reconciled and completed accounts to client and their Accountant