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Meet The Team

Marie Donaldson

Marie Donaldson

Founder

 

Marie is a highly experienced Chartered Accountant, Certified APCTC Business Coach and Quickbooks Online Advanced Pro Advisor. Having worked in both the public and private sectors, Marie brings valuable insight to financial management.

A natural problem-solver, Marie is passionate about helping small business owners to redefine their business and financial goals. Outside of work, she can be found building lego empires with her boys and enjoying family time in the Shropshire countryside.

Louise Donaldson

Louise Donaldson

Client Administrator

 

Louise is our Client Administrator. Her role spans everything from customer service to keeping track of administrative jobs and making sure the office runs smoothly.

Louise is also our chief ‘sense checker’, meaning she’s in charge of making sure we avoid using confusing financial jargon! Outside of work, Louise loves spending time in the countryside and walking the hills around Church Stretton in Shropshire.

Kim Robbins

Kim Robbins

Bookkeeping and Payroll Specialist

 

Kim is our Bookkeeping and Payroll Specialist. Her role is to help businesses to streamline their financial processes using tools like Quickbooks and Dext.

As a Quickbooks Online Advanced Pro Advisor, Kim helps our clients ensure they’re up to date with their bookkeeping and payroll responsibilities. Beyond the office, Kim enjoys exploring the woodlands and coastline around Dolgellau with her family.

 

 

Vikki Poole

Vikki Poole

Payroll Assistant

 
As our Payroll Assistant, Vikki is responsible for processing client payrolls and ensuring that employees are paid correctly.
 
Vikki also runs her own business with her husband, so really understands what it’s like to be a business owner. When Vikki isn’t entertaining her boys, she’s a navigator in her husband’s rally car!

 

 

Beth Ruscoe

Beth Ruscoe

Trainee Accountant

 
Beth is our Trainee Accountant. Having worked as a buyer in retail for the last 10 years, Beth brings her robust commercial background and strategic financial planning skills for large retailers to the world of accountancy.
 
She considers herself a ‘forever student’, enjoying continual learning and studying to become a Chartered Accountant. Outside the office, Beth surrounds herself with nature and is passionate about health and wellbeing.

 

 

Shelly Beckett

Shelly Beckett

Bookkeeper

 
Shelly is responsible for processing clients’ bookkeeping transactions every week. An expert on Quickbooks and Dext, she makes full use of technology to keep on top of everything for clients.
 
Having owned a business herself, Shelley understands the pain of managing the books and knows the difference it makes when they’re kept up to date. She’s also our Head of Fun, ensuring we don’t take life too seriously!

 

 

Adam Owens

Adam Owens

Tax Specialist

 

Adam from About Tax is our tax specialist on demand. A ‘self-confessed tax nerd’ with years of advisory experience, he helps us to ensure our clients make the most of the many tax reliefs and exemptions that are available.

Not only does Adam know his stuff when it comes to tax, but he explains it in a language we can all understand. When his head isn’t in the tax books, Adam likes to travel far and wide! Find out more at www.abouttax.co.uk