Professional Business Services

I am a chartered accountant with 12 year’s experience working in practice both in the UK (PwC) and in New Zealand (Ernst & Young). I have worked with many Blue Chip clients including Gap Clothing, Ford Motor Company and Manchester United. I have experience in audit and assurance, but my main area of expertise was corporation tax, including compliance and consultancy, with a specialism in Transfer Pricing. I currently volunteer with small local charities, providing accounting guidance and Independent Examination of accounts.

In 2010 I moved into education, and I have experience teaching across a range of qualifications in Accounting, Business and Economics, including ILM Leadership and Management courses and apprenticeships, AAT professional accounting courses, A levels, Foundation Degree in Business (UCLan) and vocational business courses.

I was employed in the industry in both the public and private sector, including in senior Human Resources roles and in specialist leadership and management roles such as the Equality, Diversity and Inclusion Manager for the University of Cumbria, Organisational Development and responsible for Payroll within a medium-sized public sector body.

I have over 25 years’ experience with Human Resources and Leadership and Management with a professional curiosity in Coaching and Mentoring and Diversity. Moving into teaching over 10 years ago, I have taught level 3, 5 (degree) and 7 (post-graduate) at the University of Cumbria, University of Central Lancashire, Cambridge University and Oxford University.

I studied AAT before going on to become a chartered accountant. I have 10 years’ experience of working in accounts in the industry, firstly working for a building company where I covered all aspects of accountancy including the sales and purchase ledgers and credit control. I also dealt with the VAT returns, stage payments and CIS deductions. I then worked for seven years as a Management Accountant for a privately owned Motorway Service Company where I prepared weekly, monthly and ad hoc management accounts, completed the VAT returns and collated the grants for a visitor centre. I also reconciled the control accounts and carried out internal audits throughout the company.

In education, I have 12 years’ experience of teaching AAT Professional accounting courses at Levels 1 to 4. I have also taught Business at BTEC and Foundation Degree (UCLan) levels.

I am a chartered accountant with 20 years of experience working in practice at a medium-sized accountancy firm. I have worked with a variety of clients, from large group companies to sole trader accounts and individual tax returns. My specialisms are in charity accounting, including independent examinations, and farm accounts. At the beginning of 2020, I set up my own accountancy business as a sole practitioner, where I prepare accounts, tax returns and provide general business advice for small businesses and individuals.

I began to teach AAT at Kendal College because I wanted to share my knowledge and help others achieve their potential in the accountancy profession.