Jodie Welch AATQB

Jodie has worked in a Varity of sectors over the last 18 years including construction, surveying, architectural, local government and is qualified as a technician with a high level administration qualification.

Jodie has experience in using a range of different accounting systems such as QuickBooks, Xero, Sage and workflow max as well as window applications. Jodie is also able to do book keeping manual if needed as she understands not everybody has or wants these systems.

In Jodie’s spare time she enjoys long walks around the Cornish country side and cliff sides taking in the beautiful scenery, meeting new people and learning new ways of working.

Joanne Clark

Joanne has worked in the accountancy sector for over 25 years and has a wealth of experience in all different aspects of business needs.  She qualified with a BTEC level 3 Diploma in Business and Finance (Distinction) in 1992.

Joanne moved to the south west over 20 years ago and has worked with businesses based in over Devon and Cornwall area ever since.

Joanne enjoys working with companies and feels that a job is done when owners can see a difference has been made to the to the ease of running of the business.

Kevin Welch

20170201_100848.jpgKevin has worked within the health sector for over 20 years with experience in invoicing, budgeting, payroll and having a great understanding of how the industry works with the NHS and local authorities. He has also assisted people in the garage industry with bookkeeping using QuickBooks and Sage. He enjoys a challenge whether in work or as an activity.

When not working he enjoys bike riding, kayaking and camping with the family as he values a good work life balance.

Data Protection

The Data Protection Act controls how your personal information is used by organisations, businesses or the government.

Everyone responsible for using data has to follow strict rules called ‘data protection principles’. They must make sure the information is:

  • used fairly and lawfully
  • used for limited, specifically stated purposes
  • used in a way that is adequate, relevant and not excessive
  • accurate
  • kept for no longer than is absolutely necessary
  • handled according to people’s data protection rights
  • kept safe and secure
  • not transferred outside the European Economic Area without adequate protection

There is stronger legal protection for more sensitive information, such as:

  • ethnic background
  • political opinions
  • religious beliefs
  • health
  • criminal records

Confidentiality

All client information we receive is treated with confidentiality and respect.  Physical records that are removed from our clients’ property or brought to us are stored securely unless being worked on, or until returned.

All electronic records are on a secure server with high security passwords and firewall protection. We take our responsibility very seriously to keep your data safe at all times.