Experience

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  Atlantic container line

  Apr 2004 - Sept 2006

  Accounts assistant

  Report voyage costs to European HQReport & Reconcile voyage revenues to European HQMonthly UK and European depot reconciliationProviding voyage estimatesAssisting with monthly statements of accountsOther inter-company reconciliationsUpdating reporting scheduleResolving queries from colleagues in the UK, USA and EuropeProviding support to team leader

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  Russel & company chartered accountants

  Sept 2006 - Apr 2008

  Accounts assistant

  Preparation of annual accounts & financial statementsVAT returnsSage Line 50

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  Verinder & associates chartered accountants

  Apr 2008 - Aug 2010

  Trainee accountant

  Production of financial statements up to final draft, before being signed off by a partner.Manual preparation of the extended trial balance, profit and loss account and balance sheet.Preparation of control accounts, including debtors, creditors, VAT and wages.Analysis work from clients records, bank, cashbook, sales and purchases. Liaising with clients and management regarding queries with accounts.Participated in one audit, which involved working on client site.

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  Taxcall accountants

  Aug 2010 - Dec 2012

  Accountant

  Management of the sole trader and partnership desk, responsible for the maintenance and management of circa 300 clients, with turnovers of £500k or less.Responsibility for the growth of the sole trader & partnership customer base, attending networking meetings, and managing new branches of the practice when initially opened.Quoting for services to potential new clients, identifying client needs, and tailoring services to match. Analysis of business records up to ETB using Microsoft Excel.Discussing and advising on the record keeping of the clients, aligning these with the needs of the practice, and the client .Preparation of financial statements using CCH or Absolute accounting software.Preparation of self assessment and corporation tax returns.Preparation of VAT returns.Liaising with clients on a day to day basis.Liaising with HM Revenue & Customs on behalf of clients regarding investigations.Review of financial statements and tax returns with clients.Supervision of junior members of staff, including the allocation of work and time resources.Provision of management cover for the practice. Show less

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  Southern fresh produce

  Feb 2013 - Jun 2013

  Management accountant

  Month end pre-payments and accruals.Intercompany reconciliations.Local and foreign currency bank reconciliations.Foreign currency bank account revaluations.Monthly board reporting:- balance sheet, income statement, debtors report, creditors report, sales volume report, cashflow.Debtor and creditor reconciliations.GST and UK VAT returns.Logistics to include:- shipping plans, vessel plans, order processingAnalysing accounting processes/in house software and making recommendations for improvements and efficiencies. Show less

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  Myob

  Jul 2013 - Mar 2017

  Implementation of practice solutions services, including installation, training, process improvement, change management and ongoing support and assistance.Products and Services delivered include:-- Cloud Accounting- Document Management- Practice Management- Process Review- Practice Review- Development and preparation of training materials- Development of preparation of webinar based training- Development and production of online content- Provision of support to client managers- Delivery of internal training to support, consulting and other colleagues- Developed and delivered content on nationwide annual tax roadshow Show less

  • Professional Services Consultant (Enterprise Solutions)

    Sept 2016 - Mar 2017

  • Consultant (Practice Solutions)

    Jul 2013 - Sept 2016
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  Xero

  Sept 2017 - Feb 2022

  Fulfilling the role of trusted advisor, change advocate, project manager, product and industry expertMotivating my Partners to digitise their Practice and subsequently their clients businesses by identifying my Partners vision, goals, and pain points, proposing and getting buy-in to deploy a viable project plan designed to overcome and achieve those goals

  • Lead Partner Consultant

    Apr 2021 - Feb 2022

  • Partner Consultant

    Sept 2017 - Mar 2021
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  Smartsheet

  Feb 2022 - Sept 2023

  Solutions consultant
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  Decision focus

  Sept 2023 - Dec 2024

  Implementation consultant
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  Treehaus

  Jan 2025 - now

  Director

  As the Director of Treehaus, I lead a dynamic Smartsheet consultancy, helping businesses streamline operations, improve collaboration, and automate workflows. With over a decade of experience in delivering systems and process change, I specialise in low-code solutions that drive efficiency and scalability. I work closely with clients to design and implement tailored Smartsheet solutions, from project and resource management to data automation and reporting.