Logical. Curious. Innovative.

Our MD and leader, Scott is passionate about creating the best team and an ever-evolving winning business for everyone involved with TeamCB. Having joined Charlton Baker straight from school in 1996, Scott became a partner in 2005 and has been at the helm of the business since 2010. As a highly experienced business leader, his main focus is ensuring the business always leads the way in the accountancy world, and continues to evolve and develop into one of the best around. Scott's ongoing vision for the practice is to be recognised as a team which has helped to change the face of accountancy, with steps being taken towards this with the firm winning the FSB's Best Larger Small Business category in the South West of England. 

Authentic. Fact-Minded. Pragmatic. 

Jenna is our 'expert blend' personified. Her unique and specialist skillset allows her to advise clients on complex personal tax issues, whilst also delivering inheritance tax wealth planning, trust and estate advisory, all the while being our resident will writer and probate service expert. Her recent work includes:

• Probate services
• Will writing 
• Lasting Power of Attorney
• Wealth planning and inheritance tax
• High-net worth individual compliance and advisory
• Trusts and estates
• Complex personal tax planning
• Residency and overseas matters

Collaborative. Committed. Virtuous. 

Steve is a director and specialises in corporate tax planning, company reorganisations, succession planning, and property tax matters, as well as being involved in the affairs of high net worth individuals. He is also qualified to deliver probate services. Steve's recent technical work includes:

• Company reconstructions
• Company disposals and liquidations
• Succession planning
• Company share schemes
• Client rep for owner-managed businesses
• Corporate land and property tax advisory
• Probate
• Tax investigations

Supportive. Attentive. Loyal.

Elliot is our practice director, and works tirelessly to ensure we have a happy team and highly satisfied clients. He is a keen supporter of carbon offset. From time to time, Elliot still supports technical aspects for our clients, such as HMRC enquiry work, company incorporations and business analysis. His recent technical work includes:

• Business review and cost saving analysis
• Electric vehicle benefit analysis
• Company incorporations
• VAT enquiries
• Implementation of direct debit systems

Empowering. Collaborative. Inclusive.

Vicky specialises in leadership and operational excellence which are 2 key components of successful organisations. Each playing a distinct but interconnected role in forming a foundation for sustainable growth and innovation, achieving overall success.

Leadership:

• Guiding, inspiring and influencing TeamCB to achieve common goals and objectives
• Effectively communicating with TeamCB articulating vision, goals and expectations, fostering transparency, trust and collaboration
• Empowering the team fostering autonomy and accountability.

Operational excellence:

• Optimising processes, limiting waste and delivering superior value and excellence to clients
• Process improvements
• Performance metrics to identify areas of improvement
• Employee engagement through investing in training, development and recognition
• Technology utilisation to deliver operational efficiencies and effectiveness enhancing decision making and driving innovation.

Focused. Supportive. Dependable

Owain is our marketing director. He’s focussing his 22 years of marketing and commercial experience to ensure we continue to build the business and our brand through robust marketing planning and activity, data insight, marketing technology, creating engaging and effective communications and exceptional client touch points and journeys.

Affable. Honest. Meticulous.

Luke is our Trowbridge branch associate director, and has vast experience in advising owner managed businesses on accounting and tax matters, as well as dealing with personal taxation compliance and advisory work for a wide range of individuals at varying levels of complexity. His recent work includes:

• Client rep for owner-managed businesses, dealing with a wide and varied range of clients and industries
• Company and small business tax planning
• Tax returns for high-net worth individuals
• Complex capital gains tax
• Pension tax planning
• HMRC enquiries
• Company liquidations

Loyal. Considerate. Positive. 

• Personal Tax Returns
• Capital Gains Tax
• 60 day CGT reporting
• HMRC Enquiries
• P11d preparation
• Reviewing Tax Returns.

Coming soon!

Bio to follow..

Coming soon!

Dedicated. Driven. Enthusiastic.

Stacey is our accounts team manager and has a wealth of experience in dealing with owner-managed businesses of varying client and industry types, with a particular emphasis on farming. She also deals with personal tax compliance and advisory work for a large portfolio of individuals, all with varying levels of complexity. Stacey's recent work includes:

• Client rep for a large portfolio of owner-managed businesses
• Company and small business tax efficiencies
• Farmers averaging calculations
• Trading structure planning and advisory
• Tax efficient profit extraction plans
• Tax returns for individuals 

Personable. Knowledgeable. Experienced. 

Grahame heads up our audit team, and has a passion for accounting, audit and associated taxation matters, giving large corporations and owner-managed businesses the information they need to succeed. His recent work includes:

• Limited company audits ranging from standalone enities to large groups
• Solicitor's Accounts rule audits
• ARLA audits within estate agency industry
• Service charge audits
• Grant audits
• Due diligence work

Caring. Dependable. Ethical. 

As well as being client rep for a large portfolio of owner-managed businesses and personal tax clients, Arun is our Anti-Money Laundering Officer. He is also passionate about audit and has a lead role with the team. Arun's advisory work is wide and varied, and he has a particular expertise in VAT. His recent work includes:

• Client rep for owner-managed businesses
• Business restructuring 
• Business sales
• Tax returns for a varied client portfolio
• Complex capital gains tax planning
• VAT advisory
• VAT self-build DIY claims
• HMRC enquiries

Bio to follow...

Bio to follow...

Approachable. Inquisitive. Supportive.

• Client rep for owner-managed businesses
• Corporate and personal tax planning
• Personal tax returns
• Completion of VAT returns
• HMRC enquiries
• Xero bookkeeping.

Efficient. Rational. Dependable.

• Client rep for owner-managed businesses
• Management accounts and forecasting
• Personal tax returns
• VAT returns
• HMRC enquiries

Reliable. Approachable. Supportive.

• Personal and small business taxation
• Rental income,let property campaign
• Independent Review of Charities
• Assisting in bringing tax matters up to date and HMRC enquiries.

Coming soon!

Bio to follow..

Approachable. Analytical. Helpful.

• Preparation of Statutory accounts
• Preparation of company tax returns.

Analytical. Inquisitive. Trustworthy.

• Preparation of Statutory accounts
• Preparation of company tax returns
• Xero Bookkeeping
• Completion of VAT returns
• Technical support in Excel.

Coming soon!

Coming soon!

Driven. Results Orientated. Team Player. 

• Preparation of Statutory accounts
• Preparation of company tax returns.

Organised. Friendly. Dependable

• Payroll processing
• Pension processing
• CIS
• Queries

Inquisitive | Diligent | Genial

Possessing a keen sense of purpose and commitment for ethical business, James enjoys supporting clients to achieve their long-term goals, whilst also implementing business models that place purpose and positive impact at the heart of decision making. Guided by a detail-orientated mindset, James is knowledgeable in financial management, strategic analysis and planning, operational management, project management (Agile & PRINCE 2), product management and user centric business process design. A keen follower of technological innovation, he has been a guest lecturer and Entrepreneur-in-Residence, sharing his expertise and insights on topics including Artificial Intelligence, Robotic Process Automation and Blockchain.

Bio coming soon!

Open-minded. Conscientious. Efficient.

• Preparation of Statutory accounts
• Preparation of small business and personal tax returns
• Bookkeeping
• Completion of vat returns
• Client Xero, Quickbook online, FreeAgent Training
• Monthly Management Accounts
• Audit.

Approachable. Thorough. Helpful.

• Preparation of Statutory accounts
• Personal tax returns
• Bookkeeping
• Completion of vat returns.

Inquisitive. Knowledgeable. Technical.

Mike has a long background in software, electronics and technology and excelled in these areas for many years. For the past 10 years he has been extensivley involved in Crypto. Mike is key in supporting the accountancy and tax experts in their management of crypto invested clients, which poses a great challenge given the many thousands of tokens and coins across many chains and networks. His wealth of knowledge is a real asset for Team CB.

Conscientious. Knowledgeable. Friendly.

• Preparation of Statutory Accounts
• Preparation of Personal Tax Returns
• Quickbooks Online
• Quarterly bookkeeping and Vat Returns
• Expenditure Verification work of EU Funded
• Contracts.

Coming soon

Organised. Approachable. Optimistic.

• Monthly Bookkeeping
• VAT Returns
• CIS
• Process Payroll
• FEU queries

Methodical. Dependable. Supportive.

• Monthly Bookkeeping
• Process Payroll
• VAT Returns
• CIS
• Lettings Function Bookkeeping

Organised. Practical. Level-Headed.

• Payroll Processing
• Pension Processing
• CIS
• HMRC Queries
• Queries regarding payroll, pensions and CIS

Logical. Dependable. Thorough.

• Bookkeeping
• VAT Returns
• CIS
• Payroll
• MS Excel / Access

Accurate, Organised. Conscientious.

• Daily, weekly, monthly bookkeeping
• VAT Returns & Registrations
• Regular client contact & queries
• Experienced with Xero, QuickBooks, Sage
• HMRC VAT & PAYE enquiries
• Payroll & Auto Enrolment
• CIS Returns
• CIS VAT Reverse Charge & related bookkeeping

Sociable. Reliable. Honest.

• Payroll Processing
• Pension processing.

Coming soon!

Organised. Loyal. Calm.

• Monthly Bookkeeping
• VAT Returns
• Online filing of all Company Tax Returns
• Partnership Returns and personal Tax Returns.

Organised. Knowledgeable. Helpful.

• Payroll Processing
• Pension processing
• Furlough claims
• CIS Returns
• Queries with HMRC and clients.

Reliable. Helpful. Adaptable. 

Sally Ann is passionate about making a difference to our clients and team. She has a particular focus on cloud accounting and providing support and training to business owners, as well as our team. Sally Ann is also Financial Officer for a large owner-managed business, and advises clients on matters such as pricing and key performance indicators. Her recent work includes:

• Financial officer role
• Bookkeeping
• Ad-hon business and accounting support
• VAT reverse charge for construction
• Xero training
• Monthly management accounts
• Payroll
• CIS returns
• VAT registrations

Conscientious. Reliable. Enthusiastic.

Sarah is a bookkeeper for the digital generation, helping our clients to use the best cloud platforms and embrace digital filings. She supports owner managed businesses with bookkeeping and VAT services, and has a wealth of management experience which gives her an edge in how she works. Sarah is an advocate of Daily Bookkeeping for her portfolio and does everything she can to give her clients up to date information every day of the week.

Friendly. Supportive.Conscientious.

• Monthly Bookkeeping
• VAT Returns
• Client queries

Efficient. Organised. Positive.

• Company secretarial
• Preparation of Dormant accounts
• New client onboarding
• Client queries.

Friendly. Approachable. Conscientious. 

Karen is dedicated to ensuring an outstanding client experience, by supporting the team with their client focussed needs, and looking after our clients on a daily basis. She has built up very strong relationships with our clients and is an easily recognised face of TeamCB. Karen's recent work includes:

• Client on-boarding 
• Fixed fees and invoicing
• Team and client relations
• Front of house duties

Calm. Collective. Caring. 

Worked within a variety of roles over the last few years, gaining experience of administration and operations. Looking forward to my career journey within Charlton Baker, starting with outsourced lettings. 

Bio to follows..

Affable. Approachable. Helpful.

• New client onboarding
• Company Secretarial.