MONTGOMERY ACCOUNTANTS & TAX CONSULTANCY SPECIALISTS - Key Persons
Adam Byrne, BA (Hons) Retail Marketing Having previously worked within the fast-moving consumer goods industry prior to beginning my AAT studies. I gained knowledge and experience of business operations and the benefits of achieving KPI targets. Working in this industry has allowed me to interact with a wide range of people. I am continuing my development and training by completing the AAT qualifications. This will enable me to broaden the knowledge gained through my experience of working within the accounting sector. E: adam@montacs.co.uk
Andy Peters, FCCA, AAT A qualified accountant with over twelve years' experience in accountancy practice, working with a wide range of clients in different sectors such as telecoms, hoteliers and manufacturing. I enjoy being a core member of a team and like the leadership aspect of a senior role helping more junior members of the firm with their development. I have valuable career experience in the FMCG and food industry prior to qualifying as an accountant, which added to my understanding of the wider business environment. E: andrew@montacs.co.uk
I have over 30 years' experience in customer service having started my career in a finance house which became a bank. I was Manager of the Word Processing, Database and Accounts Processing Departments before trying my hand at project management; eventually taking redundancy when the bank was taken over 26 years later.
I have over 10 years' experience working as an accounts assistant in various sectors. I have worked in various functions including credit control, purchase ledger, banking.
Most recently I have worked in the field of legal accounts where I gained a lot of knowledge regarding the SRA and client account rules. During this time, I have gained qualifications including the AAT and Legal Bookkeeping diploma with the Institute of Legal Finance and Management.
I qualified as a Chartered Accountant in 1970 working for a Shropshire Chartered Accountancy firm rising to partner in 1975. I have always acted for family businesses, sole traders, partnerships, farmers and audit exempt companies providing accountancy, tax and general financial advice gathering a wealth of experience over the years.
I am currently studying towards my ACCA qualification having recently graduated from Chester University with a 1st Class Hons Degree in Accounting and Finance. I am currently 4 exams away from becoming fully ACCA qualified, I hope to have this concluded within the next year.
As a member of the tax department I am involved heavily with the completion of tax projects and providing assistance to our clients in order to provide them with the most tax efficient solutions.
I have over 20 years' experience in tax and accountancy, qualifying as a Chartered Accountant in 2000 and a Chartered Tax Adviser in 2002. Over the years I have worked for two local accountancy practices as an audit manager and a tax consultant, recently working as a tax writer for a web-based firm before branching out on my own and joining Montacs as a consultant in 2017.
After progressing from an administration position to an accounts assistant role, I completed my AAT and worked within industry before starting in an accountancy firm which specialises in the license trade. I hope to continue my progression by studying towards ACCA to further my knowledge and skills.
With over 14 years' experience working in customer service. I have enjoyed speaking with all the different types of characters that I have met and look forward to the ones I am going to meet in the future.
My background and past experiences have helped me collect analytical skills and I have developed these by working in accountancy firms for many years whilst studying towards extra qualifications to add to my degree and similarly working in a bank for over a year.
Mary Murray, BA, IATI With 20 years' experience working in accountancy and tax, I now specialise in tax compliance and planning issues on behalf of all kinds of businesses and clients. In having experience of working, originally in Marketing/PR and then in accountancy, corporate tax and personal tax, I believe I understand the bigger picture of personal and business challenges and enjoy working with clients to arrive at a tailored tax solution to meet their needs. E: mary@montacs.co.uk
A highly sought-after item, and definitely a key asset of our business is The Montacs Bag. Our clients use it to carry paperwork and other essentials, but it seems they like to take it on their travels around the globe too.
I have experience working within accountancy practices having started in a small firm four years ago and am therefore able to help businesses of all sizes and in various sectors. My knowledge of cloud accounting and IT has proven beneficial to clients in their financial reporting. I am currently completing my AAT qualification and look forward to studying towards becoming ACCA qualified.