Having qualified as an Associate Accounting Technician (AAT) in 2008, I then set up Lou BT Bookkeeping and Accountancy Services. Over the years I have provided a number of services to a varied client group including sole traders, small companies, CIC’s and Charities.

Covering Plymouth and Cornwall, I work mainly within the Charity Sector and am familiar with restricted and unrestricted funds, recognising income, deferred income, Statement of Recommended Practice (SORP), Gift Aid, budgets and auditing.

I am licensed to undertake:-

• Bookkeeping

• Financial Accounting and Accounts Preparation

• Budgeting and Forecasting

• Management Accounting

• Payroll

• Independent Examination

• VAT

• Personal Income Tax

• Business Income Tax

• Consultancy on Computerised Accountancy Systems

I am fully insured and regularly keep my knowledge up to date with various CPD training events and material. I gained Fellow Membership status of the AAT in 2014.