Clients often tell us we’re nothing like their typical image of accountants! We take that as a good thing. We’re proactive, flexible and supportive – like a team of financial experts in your pocket. We’re always on hand to offer advice, ensure you meet your obligations and recommend better ways of working. We love online platforms and can really help you get the best out of them, with free training and discounted software.

We are accountants and ecommerce specialists based in Bristol. An energetic, straight-talking and proactive team, we offer genuine financial support and a full range of expert services, including cloud accounting, tax and bookkeeping.

We’re members of the Institute of Chartered Accountants in England and Wales (ICAEW) so you can be sure we’re fully qualified to give your business the best support, and committed to staying up to date with tax regulations.

By helping you embrace the latest online accounting software, we make sure your business has the right tools and financial information to grow and thrive.

Whatever stage you’re at, we’re there, keeping you one step ahead.

Kath Docherty

Business Owner

Specialist in: Contractor/IR 35 accounting and tax, business incorporation and sole director companies, ongoing business support and planning

Fellow of the Chartered Institute of England and Wales (FCA), Fellow of the Chartered Institute of Management Accountants (CIMA) and Fellow of the Institute of Personnel and Development (CIPD)

With over 30 years’ experience in the industry, including 12 years at Airbus UK as a finance manager working on finance capability, finance planning and information systems, Kath is well versed in all areas of financial management.

C&M’s focus on technology comes from Kath’s determination to remove the burden of time-intensive bookkeeping from clients, and ensure they have the best online tools to grow their business.

Sharon Gill

Customer Success Partner

Specialist in: VAT, ensuring clients are ready for Making Tax Digital and training in online accounting software. Sharon is also an expert at keeping calm under pressure, remaining patient at all times and offering a steadying, helping hand to clients fighting their way through their tax and accounting commitments!

Sharon previously ran a haulage business, where she was responsible for bookkeeping, using Sage, and staff recruitment. Before that, Sharon worked for GE Capital in various roles from customer service and asset management to training and quality systems, where she was a ‘black belt’ in DFSS (Design for Six Sigma, a management process focused on improving and developing products, services and systems).

Lisa Marshalsea

Customer Enablement Partner

Specialist in: Payroll, CIS and auto enrolment

Lisa joined us as an apprentice and has now achieved stage 3 in the AAT qualifications. She quickly took on the payroll responsibility for all our clients and supports them with leavers, joiners and all payroll related matters.

Her knowledge now extends to auto enrolment. She helps clients set up NEST schemes and ensures you meet all your obligations in terms of writing to staff and filing your declaration of compliance with The Pensions Regulator.

WHAT OUR CLIENTS SAY

Find out how we can help you and your business. Call us on 0117 322 6159 or email us today