Working with you...
We do all things accountancy while you run your business. We work with you, not for you and we ensure that you and your business are fully compliant as well as guiding you every step to ensure you create, grow and maintain a successful, profitable and reputable business.
Our passion is seeing you succeed beyond your goals and with over 20 years of public practice with local small to medium sized businesses we pride ourselves on knowing all our clients and being able to provide frequent, innovative, practical and relevant advice to order to ensure you have all the tools to build a robust business
We as a team are always available, easy to contact, approachable and love seeing our clients face to face for regular meetings, be that at our office, your office or home or even better over a good lunch out somewhere. You can always count on your concerns or queries being answered. Communication with our clients is our key value along with transparency and reliability
Meet your team
Chartered Accountant - Managing Director
Charlotte is an ACCA qualified Chartered Accountant with over 15 years’ experience working in practice for small to medium sized businesses in all industries. Having studied Accountancy and Finance with Statistics at Middlesex University and gaining a First Class degree, Charlotte choose to continue her higher education and gain her Chartered status with ACCA whilst working as an accountant.
Having now run her own business for 5 years as well as having her technical knowledge and keen eye for statistics, Charlotte now spends the majority of her working life undertaking business growth and development work with her clients. Tax planning and business analysis is where Charlotte comes to light!
Over the last 2 years, Research and Development has played a major role in Charlottes skill set and she has managed to secure over £4.5 million in Research and Development tax credits for our clients in that time.
Out of the office, Charlotte enjoys nothing more than entertaining friends and family whenever she can. She lives with her husband and 2 Children in Hertfordshire but long weekends away with them in the UK or holidaying in Europe are what Charlotte loves to do in her spare time.
David is an ACCA qualified Chartered Accountant with over 10 years’ experience working alongside British and international clients. Following his degree in accountancy at Southampton Solent University, David has worked on a wide range of projects, picking up skills in internal and external auditing, and has extensive experience with accounting and financial consulting.
His keen eye for detail and people-first approach has always been a strong attribute, fine-tuned during his time in Southampton where he worked as a cocktail and flair bartender at some of the city’s go-to social hubs alongside his studies. Fortunate to travel across the globe for work and pleasure, David is a worldly-traveller, with frequent trips to his favourite places such as Rome, New York and The Bahamas – where he’ll be eager to bring along his young family for more relaxed vacations.
A vast knowledge of clients’ property portfolios and financial management of limited companies, David has a proven track-record in providing quality advice to each one of his clients. Whether it’s on the golf course, at the gym or in the office, David will make sure that the client is happy, so if you need any sound financial advice, give him a call – if you catch him on a good day, he may be able to knock up a mean cocktail!
Practice Manager - Payroll
Clare has a BA (Hons) in Leisure Management from Wolverhampton University and worked for the University of Westminster as an Assessment Officer. She also worked with the Hertfordshire International College in the student finance department prior to becoming a member of the Z Squared team.
Her skillset has led her to undertake the administration and payroll functionality within Z Squared and is furthering her development and education whilst working by completing diplomas in both bookkeeping and payroll. Clare has a deep understanding of what is required from clients and is more than happy to converse with clients regarding their needs.
When away from the office Clare pairs a decent glass of wine with an equally matched book and attends monthly book club meetings. At the age of 16 Clare received a Blue Peter badge for appearing on the show for her local library.
The Z2 Onboarding Process
We do it all, so you don’t have too!