Meet the team
Kevin started his career and ACCA in Audit for Ernst & Young and moved into local practice 9 years ago.
He has experience in dealing with a range of personal and corporation accounting/tax matters including HMRC investigations.
He has specialist knowledge in Agency/Onshore Intermediaries Legislation which is invaluable to Recruitment agency clients.
He strongly believes in getting to understand clients businesses, their needs and aspirations to allow the implementation of the correct processes and give the necessary advice to help grow their Essex based business.
Having worked with a varied client portfolio from charities and sole traders in Essex and thoroughout the UK to £multi-million Corporates and PLCs, Alison delivers complete financial accounting services on a consultancy basis for Plan-A as well as providing technical assistance to the team.
Alison believes that understanding the client is key to providing a valued service. Her attention to detail plus analytical and logical thought reflects her specialism of both personal and corporate taxation.
Alison began her accountancy career in 2000 working as a Treasurer for the MS Society. She is a licenced Member in Practice with the AAT and an Affiliate member of the ACCA, having passed her final exams in 2008. She is currently a student member of the CIOT, working towards the Chartered Tax Advisor qualification.
Andy has been in practice since October 1997, when he took on his first role in accountancy as an office junior in a local firm based in Brentwood, Essex. During his career in practice he has managed an extensive and diverse portfolio of clients including a property management / investment group of companies with am approx. £100 million property portfolio.
He independently manages limited company accounts ranging from small owner-managed (close) companies with turnover up to £250K right through to larger entities with turnovers in upwards of £10 million.
He joined the team at Plan A on a consultancy basis and is responsible for client management alongside his accounts, audit and taxation roles.
Frankie is MAAT qualified with over 9 years in the accounting industry, she is accustomed to the day to day duties of managing company accounts in a variety of industries. Frankie is also proficient in processing payroll, VAT returns, management accounts, preparation and completion of year end financial statements along with other Tax related work. Frankie also has the ability to move with the constant legality changes that regulate the industry.
Being in the industry for over 5 years, Jacqui is currently working towards the ACCA qualification to accompany her MAAT status. Based in Essex and with experience spanning all sectors of accounts from VAT returns and payroll, to the preparation and completion of year end company accounts and Self Assessment Tax Returns; Jacqui has the ability and the understanding to manage various duties across all industries.
Sallys expertise focuses on producing final accounts for Limited Companies, LLP's, Partnerships and Sole Traders. This also includes Self Assessments, Company Tax Returns, Payroll, CIS and Vat Returns. She regularly meets with clients either at our offices or their own premises to discuss and advise ways to help their businesses grow and develop. Sally believes that the key to helping her clients is to understand how their businesses operate and tailoring her services to their needs, which then builds trust and good long term working relationships.
Debbie’s company Rapid Business Services handles all of our company secretarial needs. Ranging from company formations which include bespoke memorandum and articles of association, issue of different share classes to drafting and registering of debenture agreements.
Bespoke memorandum and articles of association together with correct allocation of class shares are key management and tax planning tools.