Client Accounting overview
Budgeting
No one wants nasty surprises, especially financial ones. You need to know when you’re going to receive payments and when you’re going to have to make them. Carter Jonas can help you avoid the unexpected by preparing bespoke budgets months or years in advance, then reviewing them regularly and revising expectations accordingly.
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
Did you know?
We offer a payroll facility on a weekly, fortnightly, four weekly or monthly basis?
