SB&P - Key Persons
Job Titles:
- Accounting / Deal Advisory / Tax
I am often the first point of call for my clients when they are making important business decisions. As a result of the relationships I have built over the years, they trust me as a safe pair of hands. Whether it be about growth, raising finance or tax issues, my clients know they can call me about anything.
Whatever stage of growth a business is at, I always provide a personal, responsive service. I have supported a number of my clients on their journey from start-up to multi-million-pound company and I love to see them succeed.
I know that if a client calls me it is important, so I believe that it is essential that they receive the help they need quickly and efficiently, with simple, straightforward advice. By making myself available and letting them know they can always speak to me, I help my clients flourish.
"Building and maintaining strong relationships with clients is extremely important to me."
Job Titles:
- Accounting
- Business Services Operations Manager
My role of Business Services & Operations Manager provides me with the opportunity of working closely with the partners and team in the practice, whilst also having a portfolio of owner managed businesses.The role provides me with the opportunity to work with sole traders, partnerships, and limited companies in assisting with their day-to-day operations, as well as delivering advice when required using the experience I have gained over the past 20 years.
Job Titles:
- Accounting / Audit
- Assistant Manager Accounts and Audit
I work with a broad range of clients, from sole traders to limited companies. My role involves making sure our clients are provided with a good quality service, that always goes above and beyond. The services that I am involved in include preparation of statutory accounts, audit services, general bookkeeping, management accounts and preparation and submission of VAT returns.
I like to understand the needs of my clients and the sectors in which they operate. Having a sound knowledge of individual businesses helps me to advise when it comes to assisting clients to achieve their long-term goals.
One of the sectors I particularly enjoy working with are charities and not-for-profit organisations.
At SB&P we provide services including independent examinations, preparation of charitable accounts and carrying out statutory audits. We also provide general bookkeeping services and advice to trustees and directors. Working with the not-for-profit sector gives me the diversity I so enjoy, but it has also given me a real appreciation of how much reliance is placed on fundraising. This has inspired me to organise regular charity events, which the team at SB&P have thoroughly enjoyed and participated in. The charity events have made a positive impact on the team as we are all working together for a good cause, and helping others inevitably makes you feel good.
Job Titles:
- Client Manager
- Accounting
I work with a varied client base from Limited Companies to sole traders. My role involves making sure that our clients' statutory and compliance needs are taken care of and to provide a good quality service. I am involved with managing and reviewing the work, requesting documents and making sure all deadlines are met.
I like to understand the nature of my client's business and the sector they operate in to be able to advise them and help them achieve their goals.
What is the most daring thing you've ever done?
I held a snake around my neck and petted a tiger in Thailand, although I have a feeling it was drugged!
What is the most exciting thing on your bucket list?
Recently on a trip to London, we were part of flash mob dance at Trafalgar Square.
What one piece of advice would you give your 10-year-old self?
Never give up and always compete with yourself to achieve the best.
Job Titles:
- Assistant Manager
- Accounting / Audit
As Assistant Manager, I am responsible for managing my own portfolio of clients. This includes mainly limited company accounts, but also involves some sole traders, partnerships, and audits. This involves overseeing audits and accounts for clients, from planning to completion stage, working alongside the general accountancy team and corporate tax arm of the firm and monitoring client deadlines to ensure that these are met. I pride myself in always being available to assist my clients with any problems or queries as and when they arise, and I particularly enjoy training junior members of staff.
Job Titles:
- Partner
- Accounting / Deal Advisory / Payroll / Tax
Paul William Bain LLP is a Partner in SB&P
My job is all about people. I like to see, feel and breathe my clients' motivations and aspirations.
I want my clients to know that all of their compliance needs have been taken care of and that everything is in hand so that they can focus on what matters most to them and their business. I enjoy the technical side of accounts, so it is important to me that we produce a fully comprehensive set of accounts in a timely fashion, ensuring that we have dotted every ‘i' and crossed every ‘t'. If I know that everything has been done correctly, then my clients will feel assured - and that's one less thing for them to worry about.
As an Audit Manager, I provide audit compliance work and advice. Most of my clients are pension schemes, credit unions, small trading companies and charities. Whoever the client, I always make sure that I spend time uncovering exactly what it is that they need. This means that I can focus on the key issues that I know are most important to them. My team and I can then respond in the right way, solve their issues quickly and deliver real value.
To help me give the best service to my clients I like to get to know my clients and their business goals. Maintaining a close relationship, allows me to attend to their needs in the best way possible in both compliance and non-compliance work.
Although my role as Audit Manager mainly consists of overseeing audits of a variety of companies, I have experience with a wide demographic of clients from different sectors and sizes, from small charities to large complex group companies. With my extensive technical knowledge, I can assist with all areas such as VAT, accounts, audits, tax returns, and other non-compliance work.
Job Titles:
- Accounting / Deal Advisory / Payroll / Tax
- Each Partner in SB & P Is a Limited Liability Partnership Controlled by the above Individual Members and the Gerald Edelman Partnership, Respectively
Robert James Russell Young LLP is a Partner in SB&P
I hate surprises. So, everything I do is to make sure that my clients never have to encounter a nasty surprise. I believe that it's my role to think ahead and plan for the future of my clients' businesses. This means that I do everything I can to ensure that they have all the information they need to deal effectively with whatever is around the corner. I spend time with my clients to talk through all the possible scenarios, identify new opportunities and to put systems and processes in place to help plan for the future. I know this means that they worry less, sleep better and can focus on what is most important to them.
I see myself as being so much more than an ‘accountant'. I look after a variety of different owner managed businesses and I have experience of working across a number of sectors - particularly in relation to planning for business growth, disposal and acquisitions. I am particularly interested in how we use technology in accounting. People often don't have the right systems, which means that they don't have the right information. But, with the right information, my clients know how their business is doing in real time, which helps them to look ahead and make better business decisions.
Job Titles:
- Accounting / Deal Advisory / Tax
‘Hands on' sums up my approach perfectly. I take my clients' interests very seriously and I am always on the lookout for things that will help them or their business. By developing a deep understanding of my clients, I become part of their management team and I am able to provide them with solid business advice and important moral support. I like coming into the office, not knowing what's going to happen each day. I relish the opportunity of responding to my clients' needs, as and when they arise, and I love the challenge and variety that this brings.
I like to think that I go the extra mile for my clients. I get involved in all issues associated with running a business - not just the numbers. I enjoy being a part of their success and I appreciate the opportunity that I have to be a part of their story. I always do what I can to help them get to the next level.
Throughout my career, I have always taken pleasure from working with ambitious, growing businesses. I now specialise in providing strategic advice on a wide range of issues including: raising finance, shareholder disputes, company valuations, MBOs, business disposals and acquisitions.
Job Titles:
- Partner
- Accounting / Audit / Company Sec / Deal Advisory / Tax
Suzanne Draper LLP is a Partner in SB&P
For me, communication is key. I like to dig deeper to find out what my clients really want. This means that I can give them advice and support on the things that really matter to them and their business. I make sure I stay in touch with my clients on a regular basis; not only as it means we build and maintain close relationships, but also because I am then in a position to pre-empt and resolve their issues sooner rather than later. My clients know I am always at the end of the phone. I'm there to help, and nothing is too much trouble.
I am the Payroll Manager within SB&P and have responsibility for five payroll officers. It is a very busy payroll bureau and the team has to work in a very structured way, as there are various deadlines that need to be met on a daily basis.
Job Titles:
- Partner
- Accounting / Audit / Deal Advisory / Forensic / Tax
Wendy McNulty LLP is a Partner in SB&P
Coming from a family of entrepreneurs, I have always had a natural empathy with business owners. Now, as Managing Partner of SB&P, I have to deal with many of the same challenges that my clients face when running their own businesses. Having a real understanding of these issues helps me to give them both practical advice and high-level strategic support.
What makes my role so enjoyable is the relationships I develop with my clients. It's very rewarding to see them succeed in their businesses and I am proud to be able to play a part in their success, whilst also helping and supporting them through the more difficult times. I also love the variety that my work brings. Every day is different as every owner managed business is unique and you never know what situation you will be asked to help with or advise upon.