Julia C Jones
Bookkeeping
Business services in Cleobury Mortimer and the South Shropshire area
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Welcome to Julia C Jones, BSc(Hons), Bookkeeping & Business Services.
I am an independent, AAT-qualified bookkeeper offering a professional service at competitive rates in Cleobury Mortimer and the South Shropshire, North Worcestershire and North Herefordshire areas.
I provide a complete bookkeeping service as well as IT software training and additional accounting & business services such as monthly management accounts, purchasing, stock control, sales reports and recruitment.
My clients can rely on my attention to detail, accurate reporting and efficient processing.
About
I graduated from Bath University with a BSc(Hons) in Mathematics in 1992.
Following several years as a teacher of mathematics, I retrained and qualified as a bookkeeper in 2007.
Whist self-employed as a bookkeeper, I have worked for a large variety of small and medium-sized companies from a cross-section of business sectors, offering a range of services.
I am friendly and reliable with a high attention to detail, offering a professional service with excellent customer focus.
I am experienced in using a range of accounting and payroll software including Sage and Quickbooks, as well as MS Office.
I also achieved a Higher Diploma in Administrative Procedures to enhance and develop my office and managerial skills.
Services
I offer the following services, which can be
tailored to my client’s specific needs and requirements.
Bookkeeping services including:
·
purchase and sales
ledgers;
·
credit control;
·
invoicing;
·
VAT returns;
·
bank payments and
reconciliations;
·
management reports –
profit & loss, etc;
·
year-end preparation
& reports.
Extended bookkeeping and accounting services such as:
·
payroll;
·
financial forecasting
and p&l projections;
·
cash flow forecasting
and budgets;
·
pricing and gross
margins;
·
sales turnover &
stock reports.
Additional skills and business services, including:
·
purchasing and stock
control inc stock forecasting;
·
recruitment and HR;
·
software training –
Sage, Mamut, Quickbooks, Excel;
·
health & safety;
·
risk assessments;
·
business continuity
planning.
AAT Bookkeeping Certificate, March 2007.
I have experience with:
Sage (Line 50, Instant, MMS and One);
Sage Payroll;
Quickbooks;
Xero;
Mamut;
Kashflow;
Payroo;
Iris payroll;
and Liberty Accounts.
I am also proficient in Microsoft Outlook, Word,
Excel and PowerPoint.
Client profile and testimonials
I specialise in bookkeeping and accounting services
for the sole trader, partnership and small to medium limited company.
My clients have included companies in the retail
and hospitality industries, tourism, recruitment, employee engagement and
retainment, manufacturing and distribution, farming and business services. With
needs varying from weekly payrolls processed remotely to all round business
services and office management.
I offer an adaptable, customised service dependent
on my client’s needs and desires. This service gives my clients the
freedom and time to concentrate on their key business confident in the
knowledge that their finances are being expertly managed.
I liaise closely with my clients’ accountants to
ensure a tailored, efficient and accurate bookkeeping service.
“I’ve known Julia for many years and had no
hesitation in recomending her to a client to maintain their books and records.” Steve Walsh, accountant
“Julia is an absolute pleasure to do business with.
She is thoughtful, open and responsive. If you want something done well, it is
her you ask.” Lance Cross, business consultant
“…knowledgeable, meticulous,conscientious and
pleasant to work with.” Antonio
Pileci, business owner
“Julia was a great suport to our business and
fitted seamlessly into the team. She is extremely reliable, hard working and
would be a great asset for your business.” Justin Woodman, business owner
Contact
Tel: 01299 578253
email: accounts@juliacjones.co.uk
LinkedIn: LinkedIn Profile