Office with a View

Meet Kelly

Meet Kelly

As a Chartered Management Accountant with 20 years experience in practice and industry, I have gained valuable experience in all areas of business finance and operational management.  I now use the experience gained to help business owners understand and increase their profits by providing insight and promoting efficiency.


Affiliate of the Association of Independent Examiners, I specialise in transitioning charity and not-for-profit organisations to cloud accounting. I can prepare accounts and provide Independent Examination for charities with revenue up to £1m. 

I have been working with cloud accounting packages of all kinds for many years and have seen the offerings grow and develop.  I am a Certified adviser for Xero, and an Advanced Pro Adviser for QuickBooks online.

Along with my efficient team we can provide full business support, going over and above for our clients to make your life easier and your business more efficient.

From book keeping to financial accounts and tax returns and everything in between - whatever your needs I can tailor the support to suit.

Kelly Philpotts FMAAT, ACMA