I joined David Allen in 2018 and I have worked in the accountancy industry for over twenty years.
I look after a wide range of clients and specialise in company, sole trader and partnership accounts for small and medium sized businesses. My role covers preparation of year end accounts, VAT returns and accounting software. I am one of the accounting software experts in Dumfries, clued up on QuickBooks, Sage and Xero to help a wide range of clients to get real-time financial information about their businesses and therefore make better-informed business decisions.
I am responsible for the training of junior members of staff to not only ensure that their work is carried out in an efficient manner but to also help to manage client expectations.
It’s always a pleasure to get to know clients, to provide help and support and to be an integral part of their journey. I am always at the end of a phone or email to offer help and advice at any time, and I love receiving feedback about how I have made a real difference to the way that the operate.