Jaspreet Heer

Trainee Accountant
  • Jaspreet has 7 years of experience in accountancy – mainly in bookkeeping and deals with clients on a day-to-day basis.
  • Proficient in Xero, Sage and QuickBooks.
  • Prepares of some tax returns and accounts.
  • Prepares and submits the quarterly VAT returns.
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Jelena Trivunovic BSc

Accounts Semi-Senior
  • BSc (Hons) Accounting and Finance
  • Completes statutory accounts (limited and sole trader).
  • Prepares more complex accounts, including inter-company accounts.
  • Experienced in tax planning, including the preparation and submission of tax returns and VAT returns.
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Josh Halls

Accounts Trainee
  • Josh has five years of experience in an accountancy practice.
  • Prepares VAT returns and accounts for limited companies, sole traders & partnerships and CIS returns.
  • Completes clients’ VAT returns on time to avoid late penalty fees and answering any queries or concerns the client may have.
  • Prepares accounts and monthly reporting packs
  • In-depth understanding of  Sage, Xero, QuickBooks, and Iris packages.
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Sarah-Jane Carter CIMA AAT

Business Solutions Manager
  • Chartered Institute of Management Accountants (CIMA)
  • Association of Accounting Technicians  (AAT)
  • Sarah-Jane has over 30 years of experience in bookkeeping and management accounting.
  • Manages the implementation of systems and services to increase client efficiency.
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Esther Akindele BA

Trainee Accountant
  • BA (Hons) Accountancy and Business
  • Esther specialises in preparing annual accounts for private limited companies.
  • Ensures financial statements are accurate and compliant with regulatory standards.
  • Advises clients on the implementation of systems to streamline their accounting procedures, reduce errors and save time.
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Kim Loder

Finance Assistant
  • Kim has over 8 years of experience in the Financial Accounting field.
  • She works in the Internal Finance department.
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Steve Fleming FCCA

Senior Manager
  • Fellow Member of the Association of Chartered Certified Accountants (FCCA)
  • Steve qualified with a top-20 firm.
  • 20 years of post-qualification experience.
  • Areas of expertise include: corporation tax, personal tax, management accounts and ad hoc projects.
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Harrison Osborne ACCA

Accounts Senior Manager
  • Chartered Accountant – ACCA
  • Member of the Association of Accounting Technicians (MAAT)
  • Harrison has more than a decade of wide-ranging accountancy experience.
  • He oversees our Aylesbury team who assist clients in their accounting needs in areas such as financial statements, bookkeeping, VAT and personal and business tax.
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Karen Stone FCCA

Senior Enquiries Lead – Accountancy and Tax Advisory Services
  • Fellow of the Chartered Institute of Certified Accountants (FCCA)
  • Member Association of Accounting Technicians (MAAT)
  • Extensive knowledge with which to advise owner-managed businesses, personal tax and trust clients.
  • Sector experience includes consultancy, agriculture, property ownership/management, construction and training.
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Diana Horgan MAAT

Accounts/Training Senior
  • Member of the Association of Accounting Technicians
  • Diana has over 30 years of experience working in the financial sector, mostly in accountancy practices.
  • She has a wealth of knowledge for preparing accounts for sole traders, partnerships and limited companies managing their payroll, VAT and other statutory returns.
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