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Sally-Ann Lewis

Sally-Ann Lewis MAAT, Xero Champion

Position: Associate - Bookkeeping and Advisory

Sally Ann, aka Sal, joined Team CB in 2006. In this time she has gained a wealth of knowledge in many aspects of the services we provide, as well as gaining the AAT qualification along the way.

Her main role is looking after the entire accounting function for one of Team CB’s largest clients, which takes care of day to day bookkeeping right the way through to monthly management accounts and reporting. Sal is always on hand when queries arise and this special relationship has led to many great things between the two teams. Her role also extends to other accounting and compliance aspects, however Sal is also our internal Xero Champion, which is a role she has embraced with a lot of passion. Indeed, Sal believes that using Xero will help to transform the way we help our clients understand their business better. Using Xero helps her to give real time information to our clients, which in turn helps them make the right decisions at the right times. The relationships that Sally Ann builds and develops with our clients is key to her ensuring they always find themselves in a better place.

Casestudy

Strakers

Team CB helped this fantastic business to generate more than just property in its pipeline!

READ FULL CASE STUDY