Q: Tell us a bit about yourself and your interests.
A: At the moment, when I’m away from the office, I spend most of my time getting ready for the October Guernsey marathon. Otherwise, when I have finished supporting my children in their various dance/theatre/gym/sports activities I can be found reading a good crime thriller by John Grisham, Lee Child or Harlan Coben. I am very much known in my family for my love of everything Disney as well as the Harry Potter book series and for enjoying a good musical too.
Q: How would you describe your role?
A: I lead BDODrive which is the team at BDO that helps our clients with their bookkeeping, payroll and financial accounting. We work with a really diverse range of businesses and the variety is really enjoyable. As well as overseeing the team, business development and client relationship management are core parts of my role and I regularly work closely with the other BDO service teams.
Q: What do you enjoy about your profession?
A: I like that while the clients may be very varied in size or structure, ultimately our role in supporting them has the same purpose: ensuring they have accurate financial information, in a timely manner.
Q: Who is a typical client?
A: There isn’t one! We help clients of all sizes with their daily pressures - from large fiduciary businesses and retailers to small sole traders and everything in between!
Q: What do people need to be thinking about now/ at this time of year in terms of tax?
A: How you manage your business taxes will be dependent on where your business is located, how it’s structured and whether you have employees too. End of year tax deadlines in Guernsey have been shifting because of the Covid-19 pandemic so keeping an eye on these and staying in touch with your professional adviser about any impact for you is important. The best advice is always to have all your information to hand, keep your book-keeping current and file the appropriate returns in good time.
Q: What would be your top tip to somebody who is looking to get their taxes in order?
A: For sole traders, small and medium sized businesses, using accounting applications like Xero will help you to stay track of things and give you the financial information when you need it through automated reports. It really simplifies things and offers you real time information – provided the system is maintained! Through these applications our clients gain a good financial overview of their business and how it’s performing. We regularly help our clients to migrate to accounting systems, helping with the set up and overall framework. From there we help, either through “on-call” assistance or by progressing with the bookkeeping itself.