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.