I started working for David Allen in 2015 after completing my AS Levels at Keswick school. Since then I have completed my Association of Accounting Technicians (AAT) qualification at Carlisle College and am now a full member (MAAT). I chose accountancy as I always enjoyed economics and business studies in school, particularly the accounting side of things. Accountancy is a career that provides lots of opportunities to do further training once qualified, which was also appealing to me.
In my day to day role I prepare accounts for a wide range of businesses from limited companies to sole traders and partnerships. I also prepare and submit quarterly and monthly VAT returns for our clients, ensuring they are complying with Making Tax Digital regulations. I also complete and submit monthly Intrastat returns. Internally I manage the workflow for the Workington office, ensuring everything runs as smoothly as possible. I am a mentor for junior member of staff that is still working towards the AAT qualification.
I enjoy helping my clients, making a difference for them and their business, they would say I am friendly, helpful and professional.