OVERALL PURPOSE:

To provide the business with a proactive Accountancy Service that supports the growth of the business and keeps it legal.

RESPONSIBLE TO:

Chantal Cornelius, Business Owner

KEY RESPONSIBILITIES:

Accountabilities Success Measures Activities to Include:
Legally compliant and up to date business Always up to speed with business timetable

Proactive, timely reminders

Filing annual Confirmation Statement

Completing and submitting Statutory Accounts

Completing Self Assessment tax at the same time as Statutory Accounts

Consultation and advice for management decision making Quality decisions

Opportunities exploited

Regular meetings and phone calls

Being on hand to offer advice when it’s needed

Proactive and creative tax advice Very healthy business working to the 3 year Business Plan Regular planning meetings and phone calls
Effectively managed relationship with existing Bookkeeper Good feedback from our Bookkeeper

Quality reporting from Kashflow

Quality management decisions

Liaising with our Bookkeeper to get the data that is needed to complete accounts etc

KEY ATTRIBUTES

  1. Personal care – you won’t pass us on to someone else within your business
  2. Experienced with and interested in working with small businesses
  3. Looking for new clients and the has capacity take on a new client
  4. Wanting to build a relationship for at least three years
  5. Proactive and reminding us of key dates, so that we don’t have to do the chasing
  6. Available to answer questions when they arise
  7. Speaking English and not technical; having the patience to explain what you’re talking about
  8. Ideally based within the Thames Valley and no more than an hour’s drive away
  9. A real desire to support our business
  10. Positive, patient and friendly attitude at all times.

 

If you’re interested in providing this service to Appletree, or you would like more information, please call Chantal Cornelius on 01635 578 500.

 

 

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