Client Accounting overview
Preparation of Year-End Accounts
It makes sense for Carter Jonas to prepare clients’ year-end accounts. We’ve got all the facts and figures. We understand their financial history. And should any queries arise, we’ve got the systems – and the people – to resolve them on the spot. Asking a client’s accountant to take all this on would mean that time and money could be wasted. Once we’ve prepared the end-of-year accounts, we send them to our clients’ accountants so they may be incorporated into their other financial interests.
Caroline BasonACA
Head of Client Accounting
Caroline is a qualified chartered accountant having joined the firm from a regional firm of Chartered Accountants where she was employed as an auditor. Caroline is responsible for managing privat...
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Caroline is a qualified chartered accountant having joined the firm from a regional firm of Chartered Accountants where she was employed as an auditor. Caroline is responsible for managing private clients’ accounts held by Carter Jonas. As part of this function she prepares annual estate accounts for submission to the clients’ tax advisors, prepares monthly management accounts and undertakes all aspects of cash management. Outside of work, Caroline enjoy tennis, running, snowboarding and any other outdoor activity as well as cooking and gardening.
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Jargon Buster
Payment of PAYEThose employers whose total PAYE liability averages less than £1,500 per month may wish to take advantage of the quarterly payment option available to small employers