9 Edenhurst Drive
accounts preparation, sole traders, company accounts, business tax, cash flow management, Year end Company accounts, Business re-organisations, tax returns, personal tax, company formation, business start ups, financial planning, vat returns, Mergers and Acquisition, tax planning, management accounts, capital gains tax, business plans, FreeAgent, Cash flow Forecasts
I am a Chartered Accountant and Chartered Tax Advisor with over 10 years experience, based in Formby near Southport and Liverpool.
Specialising in working with owner managed businesses to run and grow their business. Including assistance with maintaining records, management accounts, year end accounts preparation and Tax Planning.
Testimonials are curated by KC Accountants and are not independently reviewed or verified.
""I've been a client of Katie's for a number of years now. Prior to Katie I had used different accountants and never felt happy or comfortable with them. I found them hard to talk too, impatient and I found them hard to get in touch with. Katie is the complete opposite. I trust Katie completely with my accounts and tax affairs. She makes sure I understand the information she gives me and is always at the end of the phone or email to assist me with any questions or concerns. I would have no hesitation in recommending Katie to anyone.""
Paul Maloney, Whisk Creative Limited on 1 February 2017
""Katie has always given me good sound advice not only on tax and accounts but also on general issues that businesses face. She is always on the end of a phone to answer any query.""
Heather Temple, Vanilla Tanning on 10 January 2017