Meet the Knutsford Admin team
Our mission is to deliver first-class customer service, and to do it with a smile.
We’re a happy crew; we’ve got a strong sense of fun and a great team spirit, but we’re professional to the core – and it shows.
Although each client has a main point of contact, our house style means that we can step into each other’s shoes if necessary and ensure complete continuity of service.
Think of us as your office heroes. SAGE, Xero, Quickbooks, Microsoft, auto entry, hubdoc experts, we have in-depth knowledge of bookkeeping and IT and absolutely love a challenge. We all have our own special powers, but as a team, we’re a force to be reckoned with.
We may be remote but we’re only ever a phone call away.
A BBC-trained secretary, Helen has a diligent approach to admin and runs a very tight ship. Known as the queen of calm and common sense, she’s tenacious, resourceful and is always quick to find a solution to any office problem.
A member of the Institute of Certified Bookkeepers (ICB), Helen has made it her mission to stay on top of the rapidly changing software in this busy area of business.
Above all else, Helen enjoys implementing systems and business change management into the workplace. A big fan of IT, and a true champion of Microsoft Office, she loves sharing her extensive knowledge of Word and Excel. A whizz with WordPress, Helen spends much of her time creating content and updating websites and relishes the challenge of running social media platforms such as Facebook, Twitter and LinkedIn.
A real extrovert, Helen gets her energy from being around people and brings a sunny vibe to the Knutsford Admin team. Outside work she’s a keen traveller and is gradually working her way through some of the amazing destinations on her bucket list.
Rebecca qualified as a management accountant in industry and had a successful career for 15 years, working with several SMEs in Cheshire and progressing to Finance Director in a multi-million pound private equity backed company. In 2014, Rebecca decided to change tact and went into running her own business helping smaller SME’s grow to the next level, predominately using SAGE software.
As FD at Knutsford Admin Limited, Rebecca brings her industry experience and local contacts to us, enabling us to offer a higher level of reporting and expertise as well as bookkeeping. She can help business owners understand how they can use their finance systems and available reports, to better understand and manage cashflows, set budgets and monitor information. When businesses need to talk to their banks or are looking for finance, having accurate and clear financial information at your fingertips is invaluable.
Rebecca shares her enthusiasm for better controls and management reporting with our team and our clients. As an avid fan of Xero and Excel, she will help automate processes to ease the admin burden and ensure a high level of accuracy is maintained.
With a God-given talent for working things out, troubleshooting is Jon’s middle name. He’s amazing with Excel and has even written a few short user guides, which have proved really popular with clients.
Quick at getting to grips with bookkeeping software, Jon is the office go-to for support on Quickbooks, SAGE, Xero and AutoEntry. He is also brilliant at creating bespoke templates and reports, including invoice layouts, in SAGE 50 software, which is no mean feat. Complementing his already impressive spectrum of skills Jon has a first in Finance and Accounting from MMU Business School and is a mathematical whizz.
Outside the exciting world of bookkeeping, Jon enjoys working on the back end of websites; using Wordpress to weave in new content and keeping site databases up to date.
When he’s not in work, Jon can often be found in front of a different kind of screen, indulging his love of gaming. Stepping away from the screen, he’s a keen fisherman and spends weekends whiling away the hours in front of the water, hoping for a prize catch.
A former design engineer with a degree in mechanical engineering, Dave spent several years as a house husband, looking after his three lovely daughters, before deciding on a change of career.
Bookkeeping was an easy choice for Dave as his skills are highly transferable, he’s super organised and he’s brilliant with both numbers and computers. He is proving to be a real star on SAGE, Xero, QuickBooks and Excel and likes using the latest AutoEntry and HubDoc software to speed up and increase the accuracy of data entry.
Weekends are all about family for Dave, who can usually be found ferrying his daughters to various activities or tramping through the Cheshire countryside with their beloved pooch, while also trying to squeeze in a quick round of golf. He’s the family chef and a fine cook, which makes him a very popular member of the food (and wine) obsessed KA team.
Katie is our Degree Apprentice. Since joining us in 2019 she’s completed her Level III Association of Accounting Technicians (AAT), during lockdown she completed her Diploma in Payroll and is an integral part of our payroll service.
Currently her studies are taking her to Salford Uni where she is studying Business and Chartered Management.
Katie likes to be organised and has a strong interest in business, especially marketing and sales, making her a great addition to the team. She loves meeting clients and enjoys the wide variety of tasks that come with her role, particularly payroll, credit chasing and bank reconciliation.
Always on the go, Katie is a real social butterfly. She loves dancing and works in hospitality at weekends, where she gets to fine-tune her communication and customer-facing skills and has learned to work well under pressure. It’s a definite win-win for us!
With a degree in Zoology Liz didn’t exactly set out to be an accountant, more of an arctic explorer. However, she found herself qualifying as a CIMA accountant and enjoying an interesting career working in television.
Now with two children to keep her busy Liz is enjoying working with a variety of clients rather than in a busy corporate environment.
Nothing gives Liz more pleasure than a tidy bank rec and with her management accountant experience, she enjoys sharing how to understand and read your accounts with business owners.