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.

New era at King’s Lynn office

Dan Jastrzebski, Michael Clunan, James Taylor and Jenna Noble of Stephenson Smart

13th May, 2021, Melanie Harriss

It’s a new era for Stephenson Smart’s office as long-serving partner, takes on the role of Managing Partner, after the retirement of company stalwart Clive Dodds.

Also, has been made partner, while Jenna Noble, James Taylor and Michael Clunan have been promoted to managers, forming a new team, working under Dan.

Mike Andrews joined Stephenson Smart as a trainee in 1991 and made partner 21 years ago. He is responsible for the firm’s audit compliance and practice assurance matters and specialises in audit, corporate structuring and taxation. His responsibilities also extend outside of the company as a director of King’s Lynn Festival Too and a co-opted governor of the College of West Anglia.

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. The plan now is to continue its growth. In the last few years we have expanded more than three times in size and there are lots of opportunities to move forward even further. One of the focuses will be on IT enhancements, the major impact of MTD and how we embrace that.

We are the largest and longest standing office here in Lynn, so to have Dan on board with a relatively young management team behind him is very exciting as we are investing in the next generation of Stephenson Smart.

I also have a forward-thinking team and coupled with the support of our other existing partner it gives us a new dynamic and fresh perspective for the future.”

Dan, a chartered accountant and tax advisor, joined the company in 2018 and the board of directors in April 2020.

He has a breadth of experience in all areas, specialising in inheritance tax, trust and estate work.

His role sees him take over Clive’s existing client base as well as supporting James and Mike, both 27, and Jenna, 30, in their new positions.

He said: “It has been a tricky transition period due to Covid, but I am hoping to be able to organise more face-to-face meetings now. I’m really excited about working with my new team and taking the business forward.”

Downham Market

Stephenson Smart Downham Market

4th December, 2020, Stephenson Smart

Stephenson Smart accountants are based on the Market Place in Downham Market. The office is open on Tuesdays and Fridays. The clients there are looked after by the teams from the and offices and the managing partner is .

advises clients on issues ranging from basic accounts and tax returns to the more specialised areas of accountancy and tax planning, including and . Chris also holds a certificate in and estate administration and is a designated Business and Finance Professional (BFP), accredited by ICAEW.

March

Stephenson Smart March Office

4th December, 2020, Stephenson Smart

Stephenson Smart accountants opened an office in March in 2014. The team there include partner, and managers and

advises clients on issues ranging from basic accounts and tax returns to the more specialised areas of accountancy and tax planning, including and Chris also holds a certificate in and estate administration and is a designated Business and Finance Professional (BFP), accredited by ICAEW.

works with clients from sole traders to large corporate entities and has extensive experience managing and advising clients on tax and financial reporting requirements.

manages a wide range of clients, dealing with personal tax, pensions scheme and corporate and management accounts. He has a keen interest in cloud accounting and works with new and established businesses to help streamline their business accounting systems and allowing them access to real-time accounts information. Paul is also our QuickBooks champion.

Wisbech

Stephenson Smart Wisbech Office

4th December, 2020, Stephenson Smart

Stephenson Smart accountants have had an office in Wisbech since 2010. There are 10 people in the team there including partner, and manager, .

advises clients on issues ranging from basic accounts and tax returns to the more specialised areas of accountancy and , including and Chris also holds a certificate in probate and estate administration and is a designated Business and Finance Professional (BFP), accredited by ICAEW.

has broad experience of dealing with owner-managed businesses, offering business advice, and dealing with a comprehensive range of compliance matters, including audit and taxation.

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