Josie Smith MCIPP, FIAB, FICB

Managing Director

  • Qualifications:
  • In Practice fellow of International Association of Bookkeepers.
  • In Practice fellow of Institute of Certified Bookkeepers.
  • Diploma in Advanced Payroll Management.
  • Member of Chartered Institute of Payroll Professionals.
  • Experience:
  • Over 30 years experience in bookkeeping and payroll.
  • Training in bookkeeping and payroll.
  • Set up Accounts Matters Ltd 2005.

Lyndsey Beckett FCCA

Accountant

  • Qualifications:
  • Qualified Accountant (Fellow of the ACCA).
  • Experience:
  • Year end accounts, Personal and Company tax returns, Management Accounts, Business Planning and Cashflow Forecasts.
  • Joined Accounts Matters in 2014.

Esther Ward MCIPP

Payroll Manager

  • Qualifications:
  • Degree in Advanced Payroll Management MCIPP.
  • A-levels in Business Studies and ICT.
  • Joined Accounts Matters in 2008.

Margaret Armitt ACIPP

Payroll Technician of the Chartered Institute of Payroll Professionals

  • Qualifications:
  • Payroll Bureau and Administration
  • Joined Accounts Matters in 2014

Leonie Clare

Bookkeeping

  • Qualifications:
  • Level 4 AAT
  • Bookkeeping
  • Joined Accounts Matters in 2015.

Bookkeeping Services in Lancaster & Morecambe

Our expert, highly qualified, experienced team, offers a complete, professional, bookkeeping service, from our office at White Cross Industrial Estate, Lancaster, right across Lancaster, Morecambe, Heysham and the wider Bay area.

Helping smaller SME businesses keep on top of their paperwork, their record keeping and their compliance obligations to HMRC and Companies House, whilst ensuring they have easy access to reliable, accurate and understandable financial information which they need to grow their business.

  • Books brought up-to-date as a one-off or on a continual basis
  • Financial systems set-up or improved, including manual or electronic bookkeeping packages
  • Sales & Purchase Ledger posting and reconciliation
  • VAT Returns and VAT guidance
  • Financial Training
  • Preparing and posting complicated journals (e.g. Finance Agreements, asset purchase).
  • Members of the Sage Accountants Club

 Contact us to request a quote