THE PEOPLE BEHIND PBT

Here's a little bit about us...

At PBT we bring together years of accounting experience, knowledge, skills and expertise to provide accountancy, bookkeeping & payroll services for all business structures.

Our aim is to deliver all the benefits of a full-time in-house accounts department - with none of the overheads. Designed for businesses that don't have enough bookkeeping work to be done to justify employing an in-house bookkeeper. This is where PBT come in - It’s just like having your own accounts office next door.

Our main objective is to help business owners like you reduce time spent on non-essential tasks, enabling you to focus on core business functions and increase profitability.

Let’s plan for your future and start growing your money tree.

PBT can offer everything from basic bookkeeping services to running a complete professional accounts office for your company.

Offering tailored packages to suit your accounting needs so that your business never has to face any nasty surprises. The only thing you have to worry about is having all of the paperwork ready on time and our experts will take care of the rest.

We will keep you informed of all the deadlines you or your company must be aware of, and we will ensure that all your year-end accounts and tax returns are completed correctly and delivered on time.

We help businesses of all sizes to focus on what they do best . . . by doing what we do best!

 

MEET THE TEAM

Our team of licensed accounting professionals work tirelessly to bring you the accounting assurance you deserve. We are committed to our clients, helping them work and live without worrying about their financial management concerns. Schedule a consultation today and see what tax and accounting services we can offer you.

 

Vicki

Vicki has worked in and with a variety of different businesses and industries over the years so has a great deal of expertise and advice to offer.

She has excellent insight into the day to day processes of how businesses operate and what is involved in making a business successful.

Vicki has been a member of the AAT since 2010. She has a broad range of experience in accounts, taxation and audit not to mention payroll and auto enrolment.

Vicki is our resident Xero expert and also very skilled in Sage software. She also is the face behind our social media and marketing... is there anything that this girl can't do?

 

Millie

Millie has worked for small and large businesses and has covered a wide range of industries from Security to Travel agents

She has also completed her AAT and is currently in the latter stage of completing her ACCA qualification.

Millie has a broad skill set when it comes to compiling company accounts, has also dabbled in payroll, is crazy about self-assessment and is a sucker for a good reconciliation.

She is also a keen software user and has worked with Xero, Kashflow, Sage and Microsoft great plains.

She bakes a great cake too.... Yummy

 

Louise

Louise is our resident Sage and Excel expert, lending her knowledge to SME's and charities over the years.

She is a keen procedure writer and loves a good balance sheet reconciliation from time to time too.

Louise has been a member of the AAT since 2010 and a member of CIPP since 2013 and specialises in VAT and Payroll. Louise has headed TUPE transfers for Local Authorities, auto enrolled a vast number of staff and even found time to convert payroll data from system to system.

Overall, Louise is one clever cookie!

 

Sophie

Sophie is the office guru for Business Systems and Data Analysis. She has worked in both the Finance and Telecommunications companies for a number of years and she is the brains behind organising the team.

She has been a member of the AAT since 2007 and maintained her accounting interests by volunteering as Treasurer for her childrens playgroup, where she also gained an appreciation for Charities and Payroll. She now volunteers as Treasurer for her eldest son's football team in her spare time.

Being well outnumbered at home with 3 sons Sophie is an extremely well accomplished Footy/Rugby Mum..... What a team player!

 

Sue

Sue has worked in payroll for more years than she cares to remember and is our resident Payroll hero.

She has worked across a wide sector from small to large companies as well as various bureau's.

Sue loves problem solving and balancing the figures and Payroll certainly does come with many. She's definitely a numbers wizard.

With everything that's been going on with the Job retention scheme and furlough she's ploughed on and helped many clients through tough times.
 

 

Merv

Merv has worked in the food service sector for many years specialising in purchase ledger and management accounts so we have a highly skilled accounting professional on our hands.

Not only is Merv a Sage expert, he's also certified in Xero and Quickbooks.

Merv has a huge passion for rugby and has coached for 18 years. He has also spent 9 years as a county coach for Gloucestershire. Go Team!​​​​​​​

PBT Accountancy Limited - About Us