Live more, work less
Although technical skills are important, we've always searched for team members with an interest beyond the numbers.
It's vital our people are curious about the clients we work with.
That's why we take the time to listen to your story, your ambitions, and your struggles.We need that level of understanding to give you the best advice and guidance.
I set the practice up in 2001 after working at KPMG and BDO.
Whilst I leant a lot working with major firms, I always wanted to play a more active role in helping small business owners.
I get a real kick out of the difference, we as a practice, make to our clients' lives.
The businesses might pay our fees, but we've always understood they're only a vehicle for people to achieve their dreams.
My proudest achievement is building a team that focuses on and understands the people we serve.
I’ll be the first to admit It hasn’t always been plain sailing, but with a positive mindset and the support of a good team you can manage the challenges along the way.
There's so much potential wrapped up in accounting information that most business owners never get a chance to understand.
An insight into Steven's personality from his Myers Briggs profile:
If I have the privilege of working with you, we'll start with a pot of coffee and a long chat.
I'll be responsible for producing your accounts and helping you achieve your goals. I'll help you use systems that free up your time and make sense of the numbers.
I won't just be your point of contact, l'll have a working knowledge of your accounts so I'll be able to help you with any questions.
More than a safe pair of hands, I'll ditch the jargon and make sure you understand the figures. I am a member of the Association of Chartered Certified Accountants as well as the Association of Accounting Technicians.
In my spare time, I enjoy getting stuck into home design and renovation, and enjoy time down at the gym and Padel tennis as well as getting stuck into other team sports.
An insight into Rowan's personality from his Myers Briggs profile:
If I'm your client manager we'll meet when you first start working with us.
My favourite part of the job is talking to people like you, business owners, your enthusiasm is infectious.
I’ll prepare and talk you through key documents such as Annual Accounts, Management Accounts, and VAT Returns on a practical level.
I'll help you understand the meaning behind the figures, so you can see how the business is performing in depth. Clients tell us it's easier to make better decisions when they have better information.
I am qualified under the Association of Accounting Technicians and have been in practice for over eight years. Whilst I’m not in the office I like sampling whiskeys from various countries. My favourite so far is Ballechin, from the Eradour distillery.
An insight into Steven's personality from his Myers Briggs profile:
Samantha is our practice manager, and usually your first point of contact when visiting us, or if you need general help.
Samantha is the face behind client care, and as well as helping our clients with information submissions, she also keeps the team on track with progress reports, workflow progress, scheduling your accounts and tax assignments.
She has a customer-focused background in the accounting and credit control functions and is on hand to help guide you, if you find your debtors are dragging their feet.
She enjoys the theatre and catching up with family and friends as well as fly fishing when she gets the chance.
An insight into Sam's personality from her Myers Briggs profile:
Connect with Samantha on LinkedIn
I'll help you with online accounting software programs like Xero and Quickbooks (I am a Xero certified advisor) and bookkeeping.
Most of that time is spent supporting the team at Delegate. But I hope to have more contact with you and other clients as my experience grows.
I enjoy the technical work: recording your transactions, reconciling payments etc. Yet what's most satisfying is hearing how the team reviews the data with clients like you to help you save time or make more money.
Outside of work, I love playing rugby, reading and listening to podcasts.
An insight into Eddie's personality from his Myers Briggs profile:
I help a small portfolio of small business clients on a day-to-day basis under the experienced eye of my mentor. To broaden my experience I also shadow the team on their day-to-day tasks. I'm now a certified Xero and QuickBooks adviser, so I also provide hands-on support to the team.
The mix of practical work with my own client portfolio and studying my professional accountancy courses, is a great combination.
When I’m not studying, I enjoy hiking and wild camping with a group of my friends and have recently taken up climbing.
An insight into Alfie's personality from his Myers Briggs profile: