My role

I manage a finance team of 13, including cashiers, billing and credit control functions. I am the relationship manager to the firm’s various banks and accountants. Together with other members of our central management team, I provide operational support and also give strategic advice to the partners on the future needs of the practice to ensure that we continue to be successful. I also ensure as Compliance Officer for Finance and Administration, that we are compliant with various regulations which include the Solicitors Regulation Authority’s (SRA) handbook, Solicitor Account Rules (SAR), VAT, and anti-money laundering.  

My experience

I have successfully designed and implemented various working models, including cashflows and associated bank accounts, budgets, and capital plans; and three practice management systems, which has brought change in the ways of working across the practice. I have been either responsible, or the main area of contact, for the SAR and annual accounts audits, most SRA relationship visits and HMRC visits.

My specialisms

  • SRA regulations, including the SAR
  • Anti-money laundering regulations
  • Banking and accountancy relationships and practices

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