Joanna specialises in the provision of accountancy and accounts advisory services to clients all over the UK. Her particular areas of expertise are in the landed estate, trust and rural sectors.
Experience
Joanna has over 25 years’ experience working in audit, accounts compliance, management accounts and bookkeeping. She specialises in the provision of services to landed estates, trusts and agricultural clients, including advising on specialist accounts software and bookkeeping issues. She is the manager on a large number of landed clients situated all over the UK.
Notable client work and achievements
- Advising on the successful transition of client accounting software for a number of landed estate clients.
- Participating in Finance Manager interviews along with a number of clients to ensure they find the right fit for their estate office.
- Designing management accounts and budget templates for clients.
Professional qualifications/memberships
- FCCA
- TEP
Article
How business outsourcing services benefit the business exit journey
As more privately-owned and high-growth companies prepare for sale, the focus on reliable financial information, efficient processes and robust governance has intensified. For many founder-led organisations, this is where business outsourcing services become a critical part of the exit strategy.