Meet the team
We’re a friendly bunch of accountants, tax experts, and advisors who actually enjoy numbers (and people). Between us, we’ve got plenty of experience- but what really matters is how we use it to make your life easier.
Meet the team
We work closely together, and with you, to give straightforward advice, smart solutions, and support that’s genuinely helpful—without the jargon.

Managing Director
Chris is the founder and Managing Director, with over 25 years in the accounting world. After nearly 8 years at KPMG, he set out to create something different. A Chartered Accountant and tax expert, Chris advises clients on everything from business tax strategy to personal finances — always with a practical, jargon-free approach.

Senior Manager - Head of Corporate Services
Jake is a Chartered Certified Accountant with over 13 years’ experience and leads the team at our Thornton office. He focuses on building great relationships with clients and partners, while also driving growth and improving how we do things behind the scenes. Jake’s all about keeping things running smoothly and helping the business grow.

Senior Manager - Executive Operations
Lauren is our Senior Executive, bringing a background in Business Administration and Management from a top 10 UK accountancy firm. She supports the senior team with planning, communications, and keeping things on track. Currently studying for her CIPD Level 5, Lauren is passionate about people, productivity, and keeping the wheels turning.

Senior Manager - Agricultural Services
Sarah is a Senior Accountant within the agricultural team and with a background in dairy farming. With over a decade of experience and a degree from Lancaster University, she brings together hands-on farming knowledge and solid financial skills. As part of the senior team, Sarah’s not only helping clients thrive but also supporting colleagues to grow in their roles.

Senior Manager - Agricultural Services
Emma is a Senior Accountant with 15 years of experience, working closely with agricultural and rural clients. She takes care of everything from accounts and VAT to budgeting and tax returns. Known for her cheerful and caring nature, Emma is all about making accounting stress-free and adding a little sparkle to her clients’ day.

Operations Manager
Rachel is our go-to Operations Manager, bringing years of experience and a knack for making things run like clockwork. From improving internal processes to keeping the team on track, she’s all about finding smarter ways to work. Her calm, organised approach helps keep our business moving forward.

Manager - Corporate Services
Melissa is an ACCA-qualified accountant who supports a wide mix of clients with both compliance and advice. She’s a whiz with cloud-based platforms like Xero and Dext and enjoys helping clients streamline their accounting processes. Melissa also mentors junior team members, always ready to share her knowledge and keep things moving in the right direction.

Manager - Corporate Services
Gemma is an AAT qualified Senior Accountant, responsible for managing the corporate team. She prepares financial statements, tax returns, runs year-end and new client meetings, and delivers training and advice. Gemma also supports her team’s growth, bringing energy, expertise, and a hands-on approach to everything she does.

Accountant
Lisa is a highly experienced AAT qualified Accountant, splitting her time between our Thornton and Kendal offices. With 25 years in the profession, she supports clients with everything from financial reporting to tax compliance. Lisa is known for her precision, professionalism, and friendly, client-first approach.

Accountant
Christine is an AAT qualified accountant with 17 years of experience in VAT and tax returns for sole traders and partnerships. A Xero specialist for over a decade, she provides tailored software training to help clients streamline their processes. Thorough and approachable, Christine brings extensive hands-on expertise to every relationship.

Accountant
Tyreece is an Accountant and ACCA student who works with a broad range of clients on year-end accounts, VAT returns, bookkeeping, and management accounts. With a detail-focused and reliable approach, he supports clients with their day-to-day accounting needs and helps ensure work is completed accurately and efficiently. Tyreece is continuing to grow his experience in practice while building a strong foundation across accounts, tax, and client support.

Payroll Specialist
Megan is a Payroll Senior with a talent for tackling fast-paced, detail-heavy tasks. She is a CIPP qualified payroll specialist. She’s great at solving payroll challenges and making sure everything runs on time and error-free. Her approachable style and calm under pressure make her a key contact for clients throughout the payroll cycle.

Assistant Accountant
Lauren is an Assistant Accountant working towards her AAT Level 4 qualification. With two years of hands-on experience, she helps prepare VAT returns, accounts, and self-assessment tax returns. Lauren’s always happy to help clients with queries and keeps things ticking along behind the scenes with her positive attitude and attention to detail.

Assistant Accountant / Payroll
David is an experienced Assistant Accountant with over 15 years in the field. He specialises in payroll and also supports bookkeeping, VAT, and management accounts. David’s reliable, well-organised approach helps keep everything running smoothly for both clients and the team.

Assistant Accountant
Janet has over 20 years’ of experience and is a key member of our accounts team. She focuses on preparing VAT returns and accounts, especially for clients in the farming sector. With her upbeat nature and eye for detail, Janet is a trusted go-to for clients and colleagues alike.

Assistant Accountant
Paul is an experienced Assistant Accountant with over 40 years in the industry. He handles accounts preparation, VAT, and bookkeeping with care and consistency. Clients and colleagues value his wealth of knowledge and steady, detail-focused work ethic.

Assistant Accountant
Jonathan is an Assistant Accountant working towards his AAT Level 3 qualification, who supports small businesses and agricultural clients with their day-to-day accounting needs. He prepares VAT reports, keeps financial records in order, and helps clients stay compliant. Known for his approachable style and eye for detail, Jonathan enjoys building strong relationships and making life easier for the people he works with.

Assistant Accountant
Louise is both ICB and AAT qualified and joined the team in 2020. She works on bookkeeping and accounts prep for sole traders and limited companies, using tools like Xero and Dext. Louise enjoys putting her qualifications to good use and being part of a supportive team that helps clients thrive.

Assistant Accountant
Josie is an Assistant Accountant working towards her ACA Level 7 qualification. With a background in finance, marketing, and management, she brings a well-rounded view to her role. Josie also supports the team with tax returns, accounts, and a wide range of client services.

Assistant Accountant
Thierry is an Accountant currently studying towards the professional level of his ACA Level 7 qualification. Based in our Thornton office, he supports a wide range of clients with their accounts and financial reporting, helping ensure everything runs smoothly and stays compliant. Thierry enjoys building strong relationships with clients and colleagues and takes pride in delivering reliable, high-quality work while continuing to develop his technical expertise as he progresses in his career.

Assistant Accountant
Issi-Joi has over two years of accounting experience supporting Limited Companies and Sole Traders. She recently completed her AAT Level 3 and enjoys helping the team with a variety of tasks, from the Financial Statements and Tax Returns to assisting clients with their everyday queries. Issi-joi is happily looking ahead to beginning her AAT Level 4 and further strengthening her skills.

Assistant Accountant

Assistant Accountant
Emily is an Assistant Accountant working towards her AAT Level 2 with a growing passion for finance. She works on keeping financial records in order, processing transactions, and managing month-end reconciliations. Eager to learn and always helpful, Emily is on a solid path in her accounting career.

Assistant Accountant
Jed is an Assistant Accountant who self-studied and completed his AAT Level 2 and is now working towards his AAT Level 3 qualification. He supports a variety of sole traders and small businesses with their financial reporting, including preparing VAT returns, producing year-end accounts, and maintaining accurate records. Known for his strong analytical skills and attention to detail, Jed takes pride in supporting his colleagues and contributing to a positive, collaborative team environment.

Tax Assistant
Denise looks after personal and partnership tax returns, making sure everything is submitted correctly and on time. With her sharp eye for detail and calm, no-fuss attitude, she’s a reassuring presence for clients at tax time.

Business Administrator
Clare is a business administrator who’s AAT trained. Her role involves a broad range of administrative tasks supporting colleagues and clients. She brings a proactive approach to improving efficiency and streamlining processes. Clare is a friendly face who’s happy to help and keeps day to day tasks running smoothly.

Director
Chris is the founder and Managing Director, with over 25 years in the accounting world. After nearly 8 years at KPMG, he set out to create something different. A Chartered Accountant and tax expert, Chris advises clients on everything from business tax strategy to personal finances — always with a practical, jargon-free approach.

Senior Client Manager
Jake is a Chartered Certified Accountant with over 13 years’ experience and leads the team at our Thornton office. He focuses on building great relationships with clients and partners, while also driving growth and improving how we do things behind the scenes. Jake’s all about keeping things running smoothly and helping the business grow.

Senior Executive
Lauren is our Senior Executive, bringing a background in Business Administration and Management from a top 10 UK accountancy firm. She supports the senior team with planning, communications, and keeping things on track. Currently studying for her CIPD Level 5, Lauren is passionate about people, productivity, and keeping the wheels turning.

Operational Manager
Rachel is our go-to Operations Manager, bringing years of experience and a knack for making things run like clockwork. From improving internal processes to keeping the team on track, she’s all about finding smarter ways to work. Her calm, organised approach helps keep our business moving forward.

Client Manager
Melissa is an ACCA-qualified accountant who supports a wide mix of clients with both compliance and advice. She’s a whiz with cloud-based platforms like Xero and Dext and enjoys helping clients streamline their accounting processes. Melissa also mentors junior team members, always ready to share her knowledge and keep things moving in the right direction.

Accountant
Lisa is a highly experienced AAT qualified Accountant, splitting her time between our Thornton and Kendal offices. With 25 years in the profession, she supports clients with everything from financial reporting to tax compliance. Lisa is known for her precision, professionalism, and friendly, client-first approach.

Payroll Senior
Megan is a Payroll Senior with a talent for tackling fast-paced, detail-heavy tasks. She is a CIPP qualified payroll technician and is working towards the CIPP Payroll Specialist Certificate. She’s great at solving payroll challenges and making sure everything runs on time and error-free. Her approachable style and calm under pressure make her a key contact for clients throughout the payroll cycle.

Assistant Accountant
David is an experienced Assistant Accountant with over 15 years in the field. He specialises in payroll and also supports bookkeeping, VAT, and management accounts. David’s reliable, well-organised approach helps keep everything running smoothly for both clients and the team.

Assistant Accountant
Louise is both ICB and AAT qualified and joined the team in 2020. She works on bookkeeping and accounts prep for sole traders and limited companies, using tools like Xero and Dext. Louise enjoys putting her qualifications to good use and being part of a supportive team that helps clients thrive.

Assistant Accountant
Josie is an Assistant Accountant working towards her ACA Level 7 qualification. With a background in finance, marketing, and management, she brings a well-rounded view to her role. Josie also supports the team with tax returns, accounts, and a wide range of client services.

Assistant Accountant
Thierry is an Accountant currently studying towards the professional level of his ACA Level 7 qualification. Based in our Thornton office, he supports a wide range of clients with their accounts and financial reporting, helping ensure everything runs smoothly and stays compliant. Thierry enjoys building strong relationships with clients and colleagues and takes pride in delivering reliable, high-quality work while continuing to develop his technical expertise as he progresses in his career.

Assistant Accountant
Issi-joi has over two years of accounting experience supporting Limited Companies and Sole Traders. She recently completed her AAT Level 3 and enjoys helping the team with a variety of tasks, from the Financial Statements and Tax Returns to assisting clients with their everyday queries. Issi-joi is happily looking ahead to beginning her AAT Level 4 and further strengthening her skills.

Senior Accountant
Sarah is a Senior Accountant within the agricultural team and with a background in dairy farming. With over a decade of experience and a degree from Lancaster University, she brings together hands-on farming knowledge and solid financial skills. As part of the senior team, Sarah’s not only helping clients thrive but also supporting colleagues to grow in their roles.

Senior Accountant
Emma is a Senior Accountant with 15 years of experience, working closely with agricultural and rural clients. She takes care of everything from accounts and VAT to budgeting and tax returns. Known for her cheerful and caring nature, Emma is all about making accounting stress-free and adding a little sparkle to her clients’ day.

Senior Accountant
Gemma is an AAT qualified Senior Accountant, responsible for managing the corporate team. She prepares financial statements, tax returns, runs year-end and new client meetings, and delivers training and advice. Gemma also supports her team’s growth, bringing energy, expertise, and a hands-on approach to everything she does.

Accountant
Christine is an AAT qualified accountant with 17 years of experience in VAT and tax returns for sole traders and partnerships. A Xero specialist for over a decade, she provides tailored software training to help clients streamline their processes. Thorough and approachable, Christine brings extensive hands-on expertise to every relationship.

Accountant
Tyreece is an Accountant and ACCA student who works with a broad range of clients on year-end accounts, VAT returns, bookkeeping, and management accounts. With a detail-focused and reliable approach, he supports clients with their day-to-day accounting needs and helps ensure work is completed accurately and efficiently. Tyreece is continuing to grow his experience in practice while building a strong foundation across accounts, tax, and client support.

Assistant Accountant
David is an experienced Assistant Accountant with over 15 years in the field. He specialises in payroll and also supports bookkeeping, VAT, and management accounts. David’s reliable, well-organised approach helps keep everything running smoothly for both clients and the team.

Assistant Accountant
Janet has over 20 years’ of experience and is a key member of our accounts team. She focuses on preparing VAT returns and accounts, especially for clients in the farming sector. With her upbeat nature and eye for detail, Janet is a trusted go-to for clients and colleagues alike.

Assistant Accountant
Paul is an experienced Assistant Accountant with over 40 years in the industry. He handles accounts preparation, VAT, and bookkeeping with care and consistency. Clients and colleagues value his wealth of knowledge and steady, detail-focused work ethic.

Assistant Accountant
Jonathan is an Assistant Accountant working towards his AAT Level 3 qualification, who supports small businesses and agricultural clients with their day-to-day accounting needs. He prepares VAT reports, keeps financial records in order, and helps clients stay compliant. Known for his approachable style and eye for detail, Jonathan enjoys building strong relationships and making life easier for the people he works with.

Assistant Accountant
Lauren is an Assistant Accountant working towards her AAT Level 4 qualification. With two years of hands-on experience, she helps prepare VAT returns, accounts, and self-assessment tax returns. Lauren’s always happy to help clients with queries and keeps things ticking along behind the scenes with her positive attitude and attention to detail.

Assistant Accountant
Emily is an Assistant Accountant working towards her AAT Level 2 with a growing passion for finance. She works on keeping financial records in order, processing transactions, and managing month-end reconciliations. Eager to learn and always helpful, Emily is on a solid path in her accounting career.

Assistant Accountant
Jed is an Assistant Accountant who self-studied and completed his AAT Level 2 and is now working towards his AAT Level 3 qualification. He supports a variety of sole traders and small businesses with their financial reporting, including preparing VAT returns, producing year-end accounts, and maintaining accurate records. Known for his strong analytical skills and attention to detail, Jed takes pride in supporting his colleagues and contributing to a positive, collaborative team environment.

Tax Assistant
Denise looks after personal and partnership tax returns, making sure everything is submitted correctly and on time. With her sharp eye for detail and calm, no-fuss attitude, she’s a reassuring presence for clients at tax time.

Business Administrator
Clare is a business administrator who’s AAT trained. Her role involves a broad range of administrative tasks supporting colleagues and clients. She brings a proactive approach to improving efficiency and streamlining processes. Clare is a friendly face who’s happy to help and keeps day to day tasks running smoothly.

Secretary
Elaine is an experienced Secretary with more than 20 years of keeping things running smoothly behind the scenes. She manages admin, schedules, and client communications with care and efficiency. Elaine’s friendly approach and organisational skills make her a key part of the day-to-day team.

Director
Chris is the founder and Managing Director, with over 25 years in the accounting world. After nearly 8 years at KPMG, he set out to create something different. A Chartered Accountant and tax expert, Chris advises clients on everything from business tax strategy to personal finances — always with a practical, jargon-free approach.

Senior Client Manager
Jake is a Chartered Certified Accountant with over 13 years’ experience and leads the team at our Thornton office. He focuses on building great relationships with clients and partners, while also driving growth and improving how we do things behind the scenes. Jake’s all about keeping things running smoothly and helping the business grow.

Senior Executive
Lauren is our Senior Executive, bringing a background in Business Administration and Management from a top 10 UK accountancy firm. She supports the senior team with planning, communications, and keeping things on track. Currently studying for her CIPD Level 5, Lauren is passionate about people, productivity, and keeping the wheels turning.

Senior Accountant
Sarah is a Senior Accountant within the agricultural team and with a background in dairy farming. With over a decade of experience and a degree from Lancaster University, she brings together hands-on farming knowledge and solid financial skills. As part of the senior team, Sarah’s not only helping clients thrive but also supporting colleagues to grow in their roles.

Senior Accountant
Emma is a Senior Accountant with 15 years of experience, working closely with agricultural and rural clients. She takes care of everything from accounts and VAT to budgeting and tax returns. Known for her cheerful and caring nature, Emma is all about making accounting stress-free and adding a little sparkle to her clients’ day.