To ensure that clients can always contact someone in the office who knows about their business situation we have appointed four of our senior staff members as Client Managers. The Client Managers are allocated a portfolio of clients and become the first point of contact for those clients to assist the Partner and ensure that the client can access assistance quickly. They are also responsible for the supervision of junior members of staff and provide training and support as required.
The Client Managers are:
Lorna Logan ACCA
Lorna joined the Practice in 2002, completing an HND in accountancy and following the ACCA professional exam route to qualify as an accountant in 2007. Lorna deals with limited companies, partnership and sole trader annual accounts and also works on business plans and forecasting assignments. Lorna has also performed a Financial Controller role for clients and has built up her commercial knowledge from this experience.
Jennifer Steele BSc (Hons) ACCA
Jennifer joined the Practice in 2002 having completed a degree in Mathematics and has undertaken the ACCA professional exams and qualified in July 2008. As well as working on a portfolio of clients in relation to their accounts and management accounting requirements, Jennifer is also responsible for the preparation and completion of business tax computations and dealing with personal Tax Returns for our self-assessment clients.
Moira has had a varied career working in both practice and business and developed a broad commercial knowledge from this experience. She is responsible for dealing with our own internal accounting records as well as working with clients on the preparation of their year end and management accounts. Moira also works with our legal practice clients having gained specialist knowledge in this area.
Elaine joined the Firm in June 2005 and following the ACCA professional examinations qualified as an accountant in 2010. Elaine carries out a wide variety of duties including preparation of year end accounts and management accounts as well as supervising the bookkeeping department within the Practice.
The client managers are supported by our team of 7 accountancy and administration staff, many of whom are studying for professional qualifications with ACCA or AAT.