ABOUT US
We are an independent bookkeeping firm based in Devon, with clients around the country.
A husband-and-wife team, we enjoy using our experience in commerce, industry and charity work, to help businesses and charities make wise financial and business decisions.
Between us, we have a combined experience of:
15 years in accounting and financial services
22 years in administration and database management
20 years in business analytics, workflow and product management
Our experience working with charities in various roles including as treasurer and finance officer also gives us unique insight into how charities work. We are therefore well positioned to help you and your business or charity flourish.
Dave
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Dave has had a long-held dream of running his own accounting business in order to supply clients with that personal touch that is so often missing in large accounting firms today.
With a background in accountancy, auditing, financial software and business analysis, as well as 15 years of experience in product management, Dave loves helping businesses work out how to thrive.
Dave has worked with local companies as well as large corporates, such as Thomson Reuters (being at the forefront of producing Digita Practice Management software) and Tax Systems and HSP.
Martina
Martina has 20+ years of admin and project management experience and constantly strives to make processes more efficient and streamlined.
Having worked in corporate environments which include publishing, medical equipment and fostering, as well as in her local church, she is very aware of the regulatory requirements of various sectors.
As Admin Manager at Capstone Foster Care, she implemented new systems and processes, while managing staff across several locations. As Finance Officer at Rediscover Church, she converted the decades-old Excel spreadsheets onto Expense Plus software.
She particularly enjoys setting people up on a path of success by helping them improve their systems, and seeing them empowered to flourish.