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.

  • Helen

    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

    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.

  • Jon

    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.

  • Katie

    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!

  • Liz

    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.

  • Claire

    During her career Claire has used her degree in biology and worked at the Environment Agency heading out on boats to check out pollution problems. On land Claire is a natural rural life supporter and has had any number of animals under her watch but then the lure of bookkeeping came her way and she studied her AAT.
     
    As our all round go to administrator Claire keeps us all in order and systems up to date.
     
    Claire is an all out action man – one minute she’ll be at boot camp, the next cleaning out the chickens, then doing some silver smithing or making a clock, sitting still is not in Claires vocabulary.

  • James

    Nothing pleases James more than learning new things and sorting out problems, he is the first to run to the rescue no matter the task.
     
    Having completed his Level III AAT he worked as a bookkeeper for a couple of years before deciding it wasn’t quite his thing and turned his hand to joinery. Little did he know the lure of a good bank reconciliation and Sage & Xero wouldn’t leave him and now he has returned to complete his Level IV AAT.
     
    James has found a real interest in the Microsoft Office suite and is continually learning and teaching the team. He’s keen to use Microsoft Forms solutions wherever he can and has been instrumental in setting up Sharepoint solutions.
     
    At weekends James spends time with his rescue dog walking and training him, playing the guitar and discovering areas he’s not known before. He and his Spanish girlfriend Brenda enjoy cooking at home, be that in the UK or in Spain visiting family.

  • Joanna

    Having studied with CIMA and with many years of experience working in payroll and accounts at a private nursery Jo is particularly keen to help our clients navigate the intricacies of payroll and auto-enrolment pension obligations, including those of the Pensions Regulator. Jo has been an avid user of Xero software and also SAGE 50.
     
    Cake and running aren’t two things that you naturally see together, however, Jo brought this up on her interview, she loves cakes and baking and therefore makes herself love running so the two balance each other out.

  • Tom

    With a background in garden design and horticulture Tom became a natural to be sorting out the admin side of running a nursery which lured him to study CIMA.
     
    Excel is his middle name and using it to produce useful reports is his dream.
     
    He enjoys his time planning trips out with his young daughter and wife and they particularly enjoy the great outdoors.

Contact us for a chat and we can discuss your needs and talk about prices.

Call: 01565 625615 or Email: [email protected]