Meet the Kidwells Whittakers staff
“The best ideas come from necessity” Anna Cooperwhite of Whittaker & Co comments, a statement which neatly encapsulates the driving force behind the company’s founding in 2004. Whittaker & Co was borne from the director’s own experience of the lack of financial support available at the time for ex-Armed Forces personnel working offshore. A dilemma that wasn’t a single, isolated issue but, as studious research across the board indicated, a shared problem for many ex-Forces personnel.
It was Anna’s initial hands-on approach that consolidated her previous knowledge and paved the way for her reputation as a leader in tax-anomalies, in dealings with both residents of the UK or non-residents. With the upmost focus upon nurturing personal relationships with clients, Whittaker & Co is renowned for it’s enthusiasm with each individual employee specifying in niche aspects of accountancy and bookkeeping.
Rob joined the practice in 2013 with the role of providing accounting and taxation services to our Limited company clients. These services include management accounts, annual accounts, profitability analysis, forecasts, vat services, PAYE, corporation, and personal tax returns. KidwellsWhittakers strives to deliver these accounting services using the most up to date technology as indicated by our recent Xero certification.
Rob holds a degree in Accounting and Financial Management from the University of South Africa, and is a member of the Institute of Financial Accountants, as well as the Institute of Public Accountants.
Business Development Account Manager
Lee has worked in accountancy as a tax advisor for the past 4 years, and before that his background was in financial auditing in the private and public sectors. He enjoys being the point of contact for clients, and interacting with clients and their various businesses.
He is looking forward to using Xero and training new partners how to use the Xero accounting software and the KW app.
He is fully Xero Certified and competent.
Heulwen Thomas has been working for Whittaker & Co
since 2013, dealing with the Bookkeeping and Management Accounts for
Limited Companies, as well as Payroll for many of our clients. Heulwen
has been awarded her AAT qualification, and is now striving to be a chartered accountant with the ACCA.
Specialisms include: Management Accounts for Limited Companies, Payroll & Bookkeeping.
Paula Jones a Whittaker and Co employee since January 2010. Her main expertise is the UK self-employed, limited company accounts and taxation. With the ability to run the payroll, book keeping and VAT returns. Achieved the AAT qualification with the full membership MAAT and other accounting qualifications in Sage Bookkeeping and Payroll.
Once accomplished the ATT taxation she endeavours to become a chartered tax accountant through the ICAEW to achieve two prestigious qualifications – the ACA and CTA to specialise in taxation.