Meet the Team at Stephenson Smart in Fakenham

Meet the Team at Stephenson Smart in Fakenham

8th July, 2021, Melanie Harriss

Stephenson Smart accountants opened an in 1989, with just four members of staff. Now a team of 13, they provide clients with business and tax advice as well as help with and accounting software, and have specialist qualifications.

The Fakenham office are also supported by qualified professionals across Stephenson Smart’s other five offices whose specialisms include , , .

Martyn is the managing partner at Fakenham. As well as managing the team, Martyn advises clients on a wide range of areas, including , taxation and corporate accounting. Martyn was one of the first accountants in the country to qualify as an ATOL reporting accountant, which allows him to submit ATOL Accountants’ Reports to the Civil Aviation Authority.

Mike advises a wide range of clients on areas such as audit, taxation, VAT, and corporate accounting. He has a keen interest in cloud accounting and works with new and established businesses to help streamline their business accounting systems and allowing access to real-time accounts information. Mike is also qualified as an ATOL reporting accountant.

Sean joined the firm as a graduate trainee after completing a degree in Economics at Leeds University. He acts for a variety of clients ranging from the audit of corporate pension schemes, charities and advising individuals on taxation.

Marina Watters ACCA

Marina became a fully qualified ACCA accountant in April last year. Marina has a wealth of experience in digital accounting and her specialism is in Xero accounting software.  She supports clients with their cloud-based accounting and management accounts.

Laura James MAAT

Laura qualified with AAT over 10 years ago and has been with Stephenson Smart for the past three years.  Her favourite part of her job is helping clients to understand their business in real time and enjoys learning about all aspects of how a client’s business operates.

Hannah Allgood MAAT

Hannah is a qualified AAT accountant, starting her accounting qualifications at Cambridge Regional College.  She is now working towards her ACCA. Hannah supports a wide variety of clients with their year-end accounts.

Matthew Leverett

Matthew has a BA (Hons) in Audit and Accountancy from Bournemouth University and is now studying towards his ACCA qualification. He supports the managers with preparing clients accounts, reconciliation and bookkeeping.

Allan Nelson

Allan spent many years working in the finance office at Jaeger, which is where he built his knowledge and experience in looking after and reconciling accounts. He works with a variety of clients at Stephenson Smart, supporting them with bookkeeping and year end accounts services.

Carla Andrews

Carla is an AAT qualified accountant who has a defined, part-time role within the team specifically supporting two clients with their bookkeeping and management accounts. Carla is multi-lingual and is also training to be a paramedic.

Richenda McCalla (Chen)

Chen supports the team with her bookkeeping skills, mostly in processing VAT returns for clients. She works with all types of clients, increasingly processing their VAT from their cloud accounting software.

Ethan Keeler

Ethan is currently studying for his level 3 AAT qualification. Ethan is local to Fakenham and completed his A-levels in Maths, Business and Chemistry at the high school 6th form, before starting his apprenticeship at Stephenson Smart.

Patrick Young

Patrick is working towards his ACA qualification. Patrick has a degree in nursing, but quickly realised that accountancy was where his passion lies. He particularly enjoys finding solutions to complicated tax queries and would like to specialise as a tax accountant.

Jo Brown

Jo is the face of Stephenson Smart’s Fakenham office and has been manning reception there for 26 years! As well as being the first port of call for most clients, Jo also provides secretarial support to the accountants.

Photo: Left to right: Laura James, Matthew Leverett, Hannah Allgood, Chen McCalla, Jo Brown, Allan Nelson, Martyn Benstead, Patrick Young, Marina Watters, Ethan Keeler, Mike Rowles and Sean Page.

Meet Mike Andrews

Mike Andrews BSc FCA

23rd June, 2021, Melanie Harriss

The recent retirement of long-standing team member, Clive Dodds, left a vacancy at Stephenson Smart accountants for someone to lead the firm as Managing Partner – meet .

Who is Mike Andrews?

Mike was born in King’s Lynn and schooled locally, attending King Edward VII Academy for his secondary education. He then went on to the University of Leicester where he gained a BSc in Economics.

A keen sportsman, Mike was captain of King’s Lynn Badminton Club and also played for the county Badminton team, and the local tennis league.

Mike joined Stephenson Smart as a trainee in 1991 and made partner in 2000. He is responsible for the firm’s audit compliance and practice assurance matters and specialises in , and . His responsibilities also extend outside of the company as a director of and a co-opted governor of the

Outside of the office Mike still enjoys playing Tennis and Golf and is a member of Hunstanton Golf Club.

He said: “The firm is in the best place I could hope for and all credit to Clive for leaving us in such a strong position. He used the analogy that he had taken Stephenson Smart to base camp and now it was up to me to take the firm to the top – and I like that sentiment.

In the last few years we have expanded more than three times in size. The plan now is to continue our growth; through attracting new clients and further acquisitions, if they fit culturally and geographically.  However, it is important that we remain independent and continue to have a personal relationship with our clients.

I am also keen to look at adding more specialist services and areas of accounting expertise to our knowledge base.  One area that we know is going to change in accounting over the coming years is the digitalisation of tax, it is important that we develop our internal systems and knowledge to move with this change, to best support our clients.

I am privileged to have a remarkable team of young partners alongside who have great ideas, energy and passion to evolve the firm to the next chapter in its 100-year journey.”

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Meet the Team at Stephenson Smart in March

Stephenson Smart Team March

21st December, 2020, Melanie Harriss

Meet the Team at Stephenson Smart in

Stephenson Smart acquired an office in March when it took over Alan Day & Co in 2014. The team there provide clients with business and tax advice as well as help with , and

The managing partner at March. Chris is a Fellow of accounting with 17 years’ experience in the industry and specialises in business finance and tax planning. As well as managing the team at March he also manages the and offices.

Paul is a manager with over 30 years’ experience in accounting. He is in the process of making the move over to the March office from the office. Paul specialises in corporate and small business tax.

Paul is a manager with 30 years’ experience in accounting. He is a specialist in cloud accounting and is the firm’s lead on QuickBooks software.

Louise Collop MAAT

Louise started her career in accountancy at the Wisbech office, fresh from completing her A-Levels in Maths, Further Maths and Biology. She has always been good with numbers and supports clients with accounts preparation.

Stuart Sproston

Stuart has 24 years’ experience as an accountant and joined Alan Day & Co straight from school. He specialises in small business tax, VAT and payroll.

Pam Cunnington

Pam’s career in accountants has spanned 30 years and she is the face of the March office. Pam sits on reception but also supports clients with payroll and CIS and offers the team general administration support.

Becky Goad

Becky offers administrative support to the team at the March office.  She has a degree in Business Management and has returned to work at Stephenson Smart after having a career break to concentrate on being a full-time Mum.

Stephenson Smart accountants marks continued growth with two new roles

Kerry Williams and Alex Salmon, Associate Directors at Stephenson Smart

17th December, 2020, Stephenson Smart

Stephenson Smart accountants has introduced Associate Directors for the first time in a history that .

and , who are based in East Coast House at Beacon Park in Gorleston, were offered the new roles prior to the emergence of Covid 19 and assumed the positions during the first nationwide lockdown to provide extra support for concerned businesses in the wake of the virus.

Alex, 32, a Chartered Accountant, is supporting Great Yarmouth office Partner , while Kerry, 29, a Chartered Tax Advisor, is advising on a broad range of complex tax topics across the company’s six offices as a .

Their appointments come as the firm marks 100 years since opening the first office in , and five years since Stephenson Smart became established in , following former office owner, BDO’s, exit from the area.

Alex, who lives in Lowestoft, gained his ACA qualification in 2014 and worked for BDO before the Great Yarmouth office was transferred to Stephenson Smart in April 2015. Kerry qualified as a Chartered Accountant in August 2017 and became a Chartered Tax Advisor in January 2019.

“It has been an extremely difficult time for many of our clients and it is key for them to know that we are here to provide support,” said Alex.

“Kerry and I are very proud to take up our new positions. Our aim is to support and help clients through many difficult transitions and processes, from redundancy to business start-ups and recovery.

“The number of referrals has really grown over the five years we have been operating from Great Yarmouth, we have 26 developing trainees across the company and now is the time to really drive the business forward when people need us the most.”

Kerry guides clients through and research and development claims to ensure maximum tax relief is obtained and informs them of any pending tax changes to assist with tax planning, such as the new for the disposal of residential property.

She said: “Part of my remit is advisory work on both an internal and external level. I assist colleagues with any queries they have, while supporting our clients with tax questions and planning opportunities on a broad range of topics, from to succession planning and corporate restructures.

“I also deal with all of the tax returns for our clients here in the Great Yarmouth office, which I really enjoy and will still undertake,” she said.

Henry Pettitt, partner at the office, said the addition of two Associate Directors for the company was testament to the considerable growth of the branch and the talent available in the company.

“We were the sixth office of Stephenson Smart to open this time five years ago and to date we have a workforce of 21, 10 are trainees and 11 are under the age of 30.

“We have worked hard to build up a team of accountants, who are experienced in a multitude of areas. Alex and Kerry are extremely dedicated, have a thorough knowledge of the industry and are the perfect candidates to fill these two fresh roles.

“It is a very challenging time for all at the moment and we have made sure information about all of the government support for businesses has been made available for viewing and across social media, as well as making more personal contact with clients who either request our involvement or we believe could benefit from our expertise.”

 

Meet the Team at Stephenson Smart Wisbech

Stephenson Smart Team Wisbech

9th December, 2020, Melanie Harriss

Meet the Team at Stephenson Smart in

Stephenson Smart acquired an office on the historical Crescent in Wisbech when it took over Mellor Bellamy in 2010. The team there provide clients with business and tax advice as well as help with , and

The managing partner at Wisbech. Chris is a Fellow of accounting with 17 years’ experience in the industry and specialises in business finance and tax planning. As well as managing the team at Wisbech he also manages the and offices.

A manager who offers general tax advice and accountancy services. Nicola is a Fellow of accounting with 16 years’ experience and started her career as a trainee at the King’s Lynn office.

Mervyn Playford

The face of the Wisbech office and an integral part of the team. An accounts assistant with 24 years’ experience, Mervyn provides general accounting support to clients as well as supporting the team and helping the office to run smoothly.

Rosemary Richardson

Rosemary started her career in accounting as a trainee with Mellor Bellamy, fresh from attaining a BTEC National Diploma in Business and Finance from Wisbech College.  She has worked in the same office since then and is now an accounts assistant with Stephenson Smart.

Adrian Atkins

Adrian has 32 years’ experience in accounting and has spent all his career at the office on The Crescent, initially with Mellor Bellamy and now with Stephenson Smart. He offers clients support with bookkeeping, accountancy and VAT.

Sally Fenn

Sally has 32 years’ experience in accounting covering VAT, bookkeeping and audit work. Most recently she has focussed on supporting clients with their payroll.

Zara Barlow

One of many trainees across the Stephenson Smart offices, Zara was offered the position while she was completing her A-Levels. Zara always new that maths was her passion and actively sought out a trainee accountant position whilst still at school.

Becky Goad

Becky also offers administrative support to the team at the March office but is usually based at Wisbech.  Becky has a degree in Business Management and has returned to work at Stephenson Smart after having a career break to concentrate on being a full-time Mum.

Michael Connor

Has worked from the office on The Crescent for 50 years, first for Mellor Bellamy and most recently for Stephenson Smart. Michael is retiring at the end of this year, we would like to thank him for his years of service to accountancy in Wisbech.

 

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