Our friendly and efficient team have a wide range of expertise which can support and help you develop your business. Don’t just take our word for it, click here to read what our clients have to say.
John – Owner/Director
Before CBS was formed, John built up his knowledge and experience working for various companies starting with heading the accounts department in a company employing over 100 staff when he was only 22.
John then worked in a direct marketing company running all of their admin functions and producing direct marketing campaigns for clients including Barnardo’s, Shelter, British Airways and the British Banking Association.
Following this John worked for an insurance company and an insurance/mortgage brokerage specialising in arranging commercial finance. One of the clients he arranged commercial finance for asked if he could help them with their bookkeeping and accountancy. They became his very first client, who is still a client over 20 years later!
Accountancy and bookkeeping continued to be a sideline with just a few clients until about 2003 when John decided to devote his time to it.
When not at work, John is a Trustee of Homefield College, a local charity providing education, training and support for young adults with learning difficulties, particularly those with autism.
Helen – Office Manager
Helen is MAAT qualified and has over 10 years’ experience looking after the needs of small to medium size businesses. She specialises in helping clients who are struggling to keep up to date with record keeping, business development and has helped many clients to improve their systems and as a result their profits. She also specialises in Limited company accounts.
In her free time looking after her family, foreign holidays and keeping fit all keep Helen busy.
Julia- Account Manager
Julia is MAAT qualified and one of our key Account managers. She specialises in Year-End accounts for Sole traders, Limited companies, Partnerships and Charities. She also handles VAT returns and Personal and Corporation Tax returns.
Julia is highly experienced in QuickBooks and other Online Accounting software packages. She is a central point of contact within the team and frequently undertakes office management duties.
She has worked previously for various manufacturing companies in sales and customer service and has previous experience in volunteering as a treasurer for a local charity.
Beccy – Accounts Assistant
Beccy’s role includes preparing VAT returns, Ltd and Charity accounts for some of our smaller clients and supporting the accounts team with bookkeeping and general administration. Proficient in QBOnline, QBDesktop and KashFlow accounting software, she also coordinates the online invoice scanning process.
Beccy has an engineering degree and has spent the majority of her working life within a range of Business Development, Strategic Management and Manufacturing roles both within the UK and overseas.
She is involved with many local charities as a fundraiser and a volunteer treasurer as well as being an active member of the Ladies Circle. Most of her spare time is spent providing unpaid taxi services to her two children and watching them take part in football and basketball activities.
Lisa – Credit Control Manager
Lisa currently runs our credit control department and holds a HND in Accounting & Finance. Her role includes invoicing, recording of client payments along with the company secretarial tasks of Companies House confirmation statements. She is also responsible for keeping all internal policies and procedures up to date.
Outside of work she keeps herself busy undertaking house renovations, DIY, caring for her family and keeping fit.
Sam – Client Manager
Sam is a valued member of the team she is MAAT qualified and has 3 years experience in the accountancy role but has previously worked as a finance and payroll officer.
When she is not in work she is busy keeping fit by running, spinning and swimming. Her 3 children keep her busy as does her love of holidays, music and concerts. A keen traveller, she is on a mission to tick off a few more places on her wish list.
Stacey – Accounts Assistant
Stacey is currently working towards the end of her AAT level 2 and will be continuing onto her level 3 at the end of this year. Stacey prepares sole trader accounts and tax returns, she is experienced with Quickbooks desktop and online and also with Kashflow system.
She has background in retail management with experience of accounts, budget management and forecasting. She has also been involved with developing and delivering employee training.
When she is not at work she enjoys going to the gym and spending quality time with her daughter and family.
Laura – Client Manager
Laura is part AAT qualified and has worked as an accounts assistant for four years prior to joining CBS in 2015. She supports the accounts team with account management and bookkeeping for sole-traders and limited companies, as well as general administration. She also has an Honours degree in Forensic Science.
Outside of work she has previously been the Group Treasurer for Syston Scout Group, keeping the accounts voluntarily for all of the sections they run, but has now settled as a Cub Scout Leader to make more time to spend with her young family.
Sarah – Payroll Administrator
As a primary contact within the payroll team Sarah is in charge of processing payroll to ensure that the service runs smoothly and on time. She also looks after auto-enrolment, dealing with a number of different pension providers across our existing portfolio and so is well placed to advise on the complexities of this for our clients.
With a Humanities degree and a background in Marketing, Sarah brings a great range of skills and experience to the team.
In her spare time she keeps fit with regular running motivated currently by earning virtual medals, reading and looking after her young family.
Amber – Payroll/Accounts Assistant
A key member of the team who is qualified in level 2 AAT. Amber’s role sits within both the payroll and accounts teams.
Part of her payroll responsibilities include the co-ordination of CIS (Construction Industry Scheme)
returns to avoid the potential fines and penalties faced by construction employers.
An analytical mind (as evidenced by her degree in Criminology and Criminal Justice) helps Amber keep track of our clients’ needs. Her previous experience, including working as a Key Account Manager in the automotive industry, gives her a wide perspective across a variety of business types.
Louise
A Fellow of the Association of Accounting Technicians (FMAAT), a registered Member in Practice with the AAT and part qualified with the Association of Chartered Certified Accountants (ACCA) – Louise has an impressive array of professional skills and expertise.
Louise works with a portfolio of clients ranging from sole-traders, partnerships to limited companies and is an experienced SAGE user. Public practice and industry experienced with over 10 years management accounting and financial controller experience for SMEs Louise is an important and key member of the team.
Sophie – Marketing Assistant
Sophie is our marketing assistant she has an integral role in keeping the business communications up to date via social media, weekly blogs, maintaining and organising our website,creating newsletters for clients and also managing local advertising. Sophie also undertakes general administration duties.
In her spare time she enjoys spending time with her friends and family.
Demie – Accounts Assistant
Demie is the newest member of our team, she has a level 2 AAT qualification and currently working towards her level 3. She is a valued member of the team she provides support within accounts by helping colleagues with bookkeeping and doing brief credit control. Demie has a background in business and has achieved a distinction merit in level 2 BTEC Business which helps her in all aspects of her role.
Outside of work Demie has a large family unit that she spend time with along side her golden retriever Bella. She also enjoys attending gigs and car shows.
