Following Hugh Belton’s retirement in March 2008 we are delighted to introduce Helen Thwaite as our new Accountant and Business Advisor.

Helen is already a Member of the Association of Accounting Technicians (MAAT) and is about to sit her final Associate Chartered Accountant (ACA) exams with the Institute of Chartered Accountants in England and Wales (ICAEW) in July 2008.

Helen brings with her a wealth of accounting experience with 7 years in Public Practice and previously 5 years in a Commercial role.

Helen’s main role will be the preparation of Accounts to draft stage, the production of Tax Returns and liaison with clients regarding compliance matters and general business advice.  She will also be able to help with any of your Sage queries.

Helen can be contacted by e-mail: ht@beltons.net

Helen is Beltons second ‘new face’ this year.  We recruited Susie Farrell, our Assistant Accountant and Bookkeeper, in January 2008.

Susie will be responsible for the preparation of accounts to trial balance and will be available to provide bookkeeping services to our clients.  Susie can also assist clients to set up a system with which to keep their own financial records.

Susie can be contacted by e-mail: sf@beltons.net

Julie Belton is a member of the CIPD (Chartered Institute of Personnel and Development) and can provide a range of HR services and advice, including:

• Recruitment and Selection of new staff
• Contracts of Employment and Offer Letters
• Staff Development and Performance Review
• Sickness/absence management
• Disciplinary and Dismissal Procedures and Grievance procedures
• General Personnel Management and Employment advice

Julie can be contacted by e-mail: jb@beltons.net

A big ‘Thank You’ to our existing clients who referred new clients to us during 2007/08.  Our scheme managed to raise £220. 

At the request of one of our clients we have donated £110 of this money to the Steyning Area First Responders (SaFeR).  Their website can be found at www.safersteyning.org.uk. 

SAFeR Responders are fully trained by the South East Coast Ambulance Service and provide an essential immediate service to support the Ambulance Service in the local community

The other £110 has been donated, at the request of Susie Farrell, one of our new staff members, to The Dogs Trust in Shoreham – www.dogstrust.org.uk.

The Dogs Trust is the largest dog welfare charity in the UK.  They attempt to re-home 1000s of stray and abandoned dogs and believe that no healthy dog should be destroyed.

Beltons is committed to continuing our client referral scheme, but with a difference.  We will now make a donation direct to the charity of your choice and match the amount to Beltons nominated charity.

The Beltons website provides access to free technical information, articles and features – updated on a daily basis.

In addition it contains a wide range of business links and an interactive client login facility. We know that some of you use it as a first port of call for any business or taxation queries you have and we hope that you’re finding it helpful.

We hope too that our weekly newswires are drawing your attention to some issues you may not be aware of. If you haven’t yet registered to receive these, please do so via our website and see if you find them helpful. As always, we welcome your comments and suggestions.

We also regularly update the Client Zone section of our website with practice news.

During the year some of our clients often come to us asking whether we have any recommendations of other professional people.

Just to let you know that we have informal links with certain providers of complementary services.

We may be able to point you in the right direction should you require any of the following services:

• Independent Financial Advisors
• Mortgage Brokers
• Solicitors
• Chartered Surveyors
• VAT Specialist

We are happy to give you contact details if you require them.  Contact Julie Belton – jb@beltons.net

Who Does What And When?

Nick works full-time and his main role is the preparation of accounts, the production of Tax Returns and liaison with our clients regarding compliance matters and general business advice. He also manages the client payroll service function. nb@beltons.net

Helen works full-time and her main role is be the preparation of Accounts to draft stage, the production of Tax Returns and liaison with clients regarding compliance matters and general business advice.  She will also be able to help with any of your Sage queries.  ht@beltons.net

Susie works full-time and will be responsible for the preparation of accounts to trial balance and will be available to provide bookkeeping services to our clients. Susie can also assist clients to set up a system with which to keep their own financial records. sf@beltons.net

Valerie works part-time and will be in the office on Thursday and Fridays. Valerie will continue to undertake personal tax work, as well as being the Compliance Manager for our Limited Company clients. vb@beltons.net

Julie will be in the office on Monday, Tuesday and Wednesdays and is responsible for all office administration and credit control. As Julie is also a Licentiate of the Chartered Institute of Personnel and Development she is available to advise clients on HR issues or to produce HR-related documentation. jb@beltons.net

Julie Belton
Office Manager
For Beltons Public Accountants Ltd

Updated Tuesday 8th April 2008