Katie Evans

I started my career as an audit junior at Menzies Chartered Accountants and since then have worked for several accountancy practices in South-West London and West London. During my career I have been involved in the preparation of statutory accounts for SME's, VAT returns and bookkeeping, corporation tax returns, independent examinations of charities, audit, service charge accounts, payroll and personal tax returns. My current position as Accountant at AGP and Beattie and Co saw me preparing personal tax returns, Limited company accounts and carrying out audits for various entities.

Accountant - Part Time at AGP Consulting (2024-07 – Present)

During my time at AGP I am involved in;

• Leading audits from planning to completion for two charities, an IT company and a cleaning services company with a turnover in excess of £10M and greater the 250 employees.
• Limited company accounts for SME's.
• VAT returns.
• Software used was Quickbooks, Xero, CCH audit automation and inflo.

Accountant – Part Time at Beattie & Co (2024-07 – Present)

During my time at Beattie & co I am involved in;

• Preparing personal tax returns.
• Limited company accounts for SME's.
• Software used was Sage, Quickbooks, Xero, CCH and Excel.

Access course for computer science at Richmond and Hillcoft Adult Community College (2023-09 – 2024-06)

Attended an access course for computer science

Client Accountant at Pearl Accountants (2023-04 – 2023-11)

During my time at Pearl Accountants, I was involved in;

• Managing a portfolio of both business and personal tax clients.
• Supporting bookkeepers with their work.
• Reviewing VAT returns, statutory accounts, management accounts and personal tax returns.
• Advising clients on tax.
• Running around ten payrolls.
• Software used was Quickbooks, Xero, Excel and Brightpay.

Client Manager at Franklin Chartered Accountants (2021-03 – 2022-10)

During my time at Franklin Chartered Accounts, I was involved in;

• Managing a portfolio of clients both business and personal tax clients.
• Managing and training a junior member of staff in VAT and bookkeeping
• Preparing accounts under FRS 102 Section 1A of a portfolio of around fifty clients, from source documents, books of prime entry and trial balance)
• Maintaining bookkeeping records and preparing VAT returns for around fifteen clients on Quickbooks.
• Maintaining client relationships.
• Software used was Quickbooks, Xero, Digita, Freeagent and Excel.

Practice Manager at Kingston Burrowes Accountants (2018-06 – 2020-07)

During my time at Kingston Burrowes, I was involved in;

• Human Resources (including recruiting staff, a competency hearing and staff reviews)
• Managing and training a staff of five who were;
• Preparing of accounts (mainly under FRS105, but some under FRS102), from source documents, books of prime entry and trial balance for a portfolio of one-hundred and sixty clients, bookkeeping and preparing VAT returns for forty-five clients.
• Involvement in senior management meetings.
• Maintaining client relationships.
• Filing accounts and other documents with companies' house to maintain up to date company records.
• Software used - CCH, Quickbooks online, Sage, Kashflow, Xero, Freeagent and Excel.

Senior Associate at PK Group (2013-11 – 2017-09)

During my time at PK Group, I was involved in;

• Independent examinations of charities
• Accounts preparation under FRS102 and UK GAAP from source documents, books of prime entry and trial balance.
• Audit work (the main audit was a hotel chain with one hotel located in Kensington and the other in a rural location).
• Bookkeeping and preparation of VAT returns.
• Preparation of personal tax returns.
• Software used - CCH, Quickbooks, Sage and Excel.

Trainee Accountant at Bristow Burrell Chartered Accountants (2008-05 – 2012-02)

While at Bristow Burrell Accounts I was involved in;

• Qualified as a member of the ACCA.
• Assisting on several audits (the main one being a retail business with several outlets).
• Accounts preparation under UK GAAP from source documents, books of prime entry and trial balance
• Bookkeeping and VAT return preparation and filing with HMRC.
• Software used - Iris, Quickbooks, Sage and Excel.

Ticket Sales Assistant at Ambassador Theatre Group (2006-09 – 2008-05)

• Administering the sales of theatre tickets for several theatres in the group over the phone.

Payroll and Accounts Assistant at EB Consultants Limited (2003-01 – 2005-01)

While at EB Consultants Limited, I was involved in;

• Processing payroll for several pension schemes.
• Maintaining the pension scheme's books and records.
• Maintaining cashflow for paying the payroll monthly (arranging for funds to be divested).
• Software used - ADP payroll software and excel.

Audit/Accounts Semi-Senior at Schaverien and Co (2001-09 – 2002-10)

While working at Schaverien and Co, I was involved in;

• Worked as an accountant while studying for my ACCA qualification
• Preparing accounts under UK GAAP for review from source documents, books of prime entry and Trial Balance.
• Preparation of Corporation tax return for review.
• Bookkeeping and preparation of VAT returns.
• Software used - Iris, Sage and Excel.
• Attended Audits as a junior carrying out testing.

Audit/Accounts Junior at Menzies LLP (1999-09 – 2001-08)

While working at Menzies, I was involved in;

• Completed my AAT qualification to become an accountancy technician.
• Attended audits as a junior.
• Prepared accounts from source documents, books of prime entry and trial balance.
• Assisted with company secretarial tasks.
• Software used - Audit 2000, Sage and Excel.

Travel to Australia (2005-01 – 2005-08)

Diploma in Performing Arts (2005-09 – 2006-07)

Access course in Computer Science – Richmond and Hillcoft Adult Community College A Level's in Chemistry, Maths, Business Studies – Lord Wandsworth College (1997 – 1999)

GCSE's in English Lang. and Lit., Maths, Three sciences, French, Geography, Music and Design Technology – Hinchley Wood Secondary School (1992 – 1997)