DAVID REED ASSOCIATES - Key Persons
Amie Bullock is a qualified accounting technician having successfully completed her exams in industry, prior to joining the firm in 2017.
Becky has worked in Accountancy in the Bath area since Sept 2005 having completed her A Levels earlier that year, and joined Claire in 2010 before joining DRA in April 2013.
Throughout her time working in Accountancy firms she has gained a wide range of experience in all areas of Accountancy and Taxation including personal returns, capital gains tax, VAT and payroll.
Becky as a tax manager, assists clients mainly in their personal and trust tax affairs and with capital gains tax returns for chargeable residential property sales.
Becky spends her spare time enjoying being mum to Casey and Willow-Belle, cooking and watching films.
Billy is a chartered accountant, specialising in SMEs and has a passion for supporting owner managed businesses with their accountancy and tax requirements.
Billy has worked for several accountancy practices across Wiltshire, where he has been involved in all aspects of accounts and tax returns from preparation to review and beyond, after beginning as an apprentice at the age of 18. Billy joined the team at DRA in September 2021 and has shown our clients that he is keen to support them to achieve their goals, whilst remaining compliant and saving some tax along the way.
In his spare time, Billy plays hockey for a local club and enjoys socialising, travelling and watching sport.
Claire is a Chartered Tax Adviser with over 20 years' experience. Claire started her training at Price Waterhouse Coopers in Bristol before moving onto the David Naish Partnership in Bath where she qualified. In 2010 Claire started her own Accountancy practice based in Bristol before joining D R Associates as a director in April 2013 and relocating her practice to Bradford on Avon.
Having worked predominantly in providing tax advice to owner managed businesses in the last 15 years, Claire also specialises in Inheritance tax planning, holding an Advanced Certificate in Will Planning with CT Law.
Kerry Kemp joined the business from industry in 2016 having had in excess of 30 years service in the finance department of IPL a software company in Bath. She is experienced in Payroll, VAT and accounts matters as well as assisting in all personal tax administration.
She has quickly become the hub of the practice helping clients on the phone and in person as the main contact for the office and can boast the role as practice manager.
Kerry is a keen horse rider and has two horses in her own yard in Winsley, one home bred.
Leona is our accounting apprentice here at DRA and has been part of the team since September 2021 after doing work experience with us in the summer of 2021. Leona has recently completed her level 3 AAT and is moving on to study level 4 AAT in 2023 at White Horse Training in Bath.
Day to day, Leona assists the team in accounts, VAT and personal tax work after covering this in her level 3 qualification. She also runs the monthly payroll for our clients and regularly corresponds with our clients on the phone and via emails.
In her spare time, Leona enjoys spending time with friends and family, binge watching TV series and baking.
Rayzel joined the firm in February 2021 having qualified as an accounting assistant in the Philippines. Rayzel assists the firm in accounts preparation and bookkeeping mainly for VAT on software such as Free Agent, Quickbooks and Xero. She is extremely proficient in all software and has a keen eye to detail.
Away from work, she likes to relax with her cats, walking, watching movies and listening to music.