WHO WE ARE

Suzanne joined in 2010 and is our office manager. She has a wide range of experience in all aspects of administration, secretarial and personal assistant expertise gained in a variety of companies.

Abi joined in 2018 and is an Accounts Senior. She is AAT qualified, having trained at Newby Castleman. She has experience of various accounting soft-wares including IRIS, Xero and Sage providing client support on bookkeeping. She will also be assisting on payroll, company accounts, business and personal tax return preparation and other general accounting matters.

Donna joined in 2019 as an Accounts Senior from DK Rumsby & Co, where she attained her AAT qualifications. She has vast bookkeeping and management accounts experience using software such as Iris, Sage, Xero and KashFlow and will also be assisting with year-end accounts, payroll and tax returns.

Liz, a member of our Senior Management Team, qualified as a Chartered Accountant in 2005 training with Clear and Lane and then worked at various accountancy practices including PKF, Magma and Dains. She joined in June 2024. She has worked with businesses ranging from sole traders to listed companies across many sectors and the breadth of her previous roles brings strong technical knowledge and experience to the team.

Phil, a member of our Senior Management Team, qualified as a Certified Accountant in 2003, worked for Tenon and Baker Tilly in Nottingham before joining Brockhurst Davies in June 2015. Phil has primarily dealt with owner managed businesses in that time, forming first rate working relationships with numerous clients providing an all-round business advice support service. In addition to annual compliance he also specialises in management accounts and cash flow forecasts.

Sue joined us as a Tax Consultant in August 2024. She qualified as a Taxation Technician in November 2009 and has over 30 years of tax experience having worked in both the Public & Private sectors. She will be mainly managing our clients personal tax compliance obligations to cover sole traders, partnerships, rental, and Trust work as well as ad hoc tax planning as required.

Tamzin, a member of our Senior Management Team, qualified as a Chartered Accountant in 2008 training with Bentley Jennison and KPMG before working in industry in technical roles. She joined in November 2013 and has since gained additional tax experience and qualified as a Chartered Tax Advisor. She has worked with businesses ranging from sole traders to listed companies and the breadth of her previous roles brings strong technical knowledge and experience to the team.

Ann joined in February 2020 as an Accounts Senior. She initially trained with Ernst & Young and part qualified as a Chartered Accountant before moving into industry to a hands on commercial finance role. Ann has many years experience in management accounting, budgeting, pricing and year end accounts preparation.