Established in 2018 by two experienced qualified management accountants Rhys and Jonathan. We are a hardworking and dedicated team who are looking to build long term relationships with businesses across South West Wales. Our aim is to help business owners focus on growing and developing successful businesses. We are based in Swansea but are happy to travel to clients’ premises for your convenience.
We have a combined 30 years’ experience of working in finance roles in industry. These roles have enabled us to gain expertise in running finance departments in various sizes of companies and industries. We have managed all day to day finance activities ranging from cash management and invoice finance facilities to producing monthly and annual accounts. In addition, we have extensive experience in managing both purchase and sales ledgers to optimise working capital. We have been involved in numerous stock counts and audits and have a very good understanding of stock valuation and product costings.
Our roles have entailed submission of quarterly VAT returns, Intrastat and EC Sales Returns. We have experience of liaising with external bodies such as HMRC, banking and finance partners, and auditors.