Josh Halls
Accounts Trainee
Qualifications
- AAT Level 2 (Distinction)
Experience
- Josh has 5 years’ experience in accountancy practises.
- Proficient in the preparation of VAT returns, accounts for limited companies, sole traders, and partnerships, as well as CIS returns.
- Possesses an in-depth understanding of Sage, Xero, and IRIS software packages and a strong working knowledge of QuickBooks.
- Undertakes on-site visits to prepare and file quarterly VAT returns, as well as finalising quarterly management accounts in preparation for year-end financial reporting.
- Involved in the preparation and finalisation of accounts for several charity clients, resulting in a comprehensive understanding of charity accounting procedures.
- Supported an international beauty product distributor with their monthly financial reporting. He works closely with the company’s internal bookkeeping team to ensure VAT returns, management accounts, and year-end financial statements are accurate, up to date, and clearly presented.
Achievements
- Completing clients’ VAT returns on time to avoid late penalty fees and answering any queries or concerns the client may have.
- Preparing accounts and monthly reporting packs.
Personal
- Josh enjoys spending time with family and friends. His hobbies include playing and watching football, as well as maintaining an active lifestyle through regular visits to the gym.