Beginning her accounting career in 2012 at ACCA approved practices, Julia brings a unique perspective to her work. Before becoming an accountant, she successfully ran her own company, supplying products to retailers across the UK. This entrepreneurial background gives her valuable insights into the challenges small business owners face daily.
Clients consistently praise Julia's work, while colleagues and friends highlight her delightful personality and sociable nature. Her exceptional work ethic ensures every project receives thorough attention and care – a commitment that shines through in all her client relationships.
Credentials & Expertise
– Awarded prestigious ACCA Fellowship in May 2024 – the highest recognition within the association
– Member of International Association of Bookkeepers (IAB)
– BSc(Hon) in Applied Accounting
Certified Advisor across leading accounting platforms:
– Xero
– Quickbooks Online Advanced
– Sage Business Cloud Accounting
Julia combines technical expertise with practical business experience to deliver accounting services tailored to your specific needs – whether you're just starting out or scaling your established business.
Julie brings an exceptional academic foundation to our team, holding a PhD in Materials Engineering from the prestigious Durham University. Her doctoral research developed her analytical mindset and attention to detail – qualities that prove invaluable when navigating complex financial landscapes for our clients.
With over 15 years of technical experience across various industries, Julie has cultivated a unique perspective on business operations. Her background spans leading innovation projects, conducting research and development initiatives, and managing complex technical programmes. This wealth of experience allows her to understand the intricacies of how businesses operate beyond just their financial statements.
Julie is currently pursuing her ACCA qualification, combining her existing analytical strengths with formal accounting expertise. This dual perspective – engineering precision meets financial acumen – enables her to approach bookkeeping challenges with both technical rigour and commercial understanding.
Julie specialises in supporting small businesses with precise, technology-enabled financial services. Her particular areas of focus include:
- R&D tax credit work, where her technical background proves invaluable
- Streamlined bookkeeping processes using cutting-edge software
- Tax return preparation with meticulous attention to detail
- Financial analysis that goes beyond numbers to understand business operations
Lucy brings a distinctive background to our team, with extensive experience in the healthcare sector that shapes her entire approach to financial services. Her years in healthcare have instilled in her the values of precision, empathy, and patient care – qualities she now applies to supporting business owners with their financial wellbeing.
Lucy's healthcare background provides her with an intimate understanding of the unique challenges facing medical practices and healthcare-related businesses. She appreciates the complexities of healthcare operations, from managing patient flow and regulatory compliance to understanding the financial pressures that healthcare professionals face daily.
Currently advancing through her ICB (Institute of Certified Bookkeepers) qualifications, Lucy is building formal credentials on top of her already strong analytical foundation. Her healthcare experience has honed her problem-solving abilities and attention to detail – skills that translate perfectly into meticulous financial record-keeping.
Lucy has developed particular expertise in:
- Medical practice bookkeeping and financial management
- Healthcare sector compliance and regulatory requirements
- Small business financial organisation across various industries
- Streamlined record-keeping systems that save business owners time
- Financial processes tailored to service-based businesses