Service: Payroll and Bookkeeping Services
Specialism: Management Accounts
Katy joined the firm in 2016, having started her ACA studies at a small chartered accountancy firm in 2013. She has since finished her exams and qualified in 2018 – passing all her exams first-time.
She leads a team of highly trained accountants, where she is pioneering the creation of bespoke management account reports for a wide range of clients using Xero’s innovative software.
The information she provides not only supports the firm’s directors and other managers in their growing advisory work but directly assists boards to make key strategic decisions by creating effective departmental budgets and accurate financial forecasts.
Katy is taking an active role in not only producing reports but also clearly explaining her findings at board meetings, while also providing training and support to clients doing their own accounting using the latest software.
Since coming into the role, Katy has been focused on building strong relationships with clients, by offering a professional and friendly service.
