owner managed businesses

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Page 1: Owner Managed Businesses

Please use the arrows below to click through the video & slides

Page 2: Owner Managed Businesses

‘Accountancy Firm of the Year 2011’ ICAEW - Nominee

Page 3: Owner Managed Businesses

Bill Ballard FCAManaging Partner – Ballard Dale Syree Watson

Specialist in Owner Managed Businesses

“Understanding your needs means understanding you & your business”

Page 4: Owner Managed Businesses

James Syree ACA Partner - Ballard Dale Syree Watson

Specialist in Audit & Accounts

Institute of Chartered Accountants inEngland & Wales

‘Young Accountant of the Year 2011’

Page 5: Owner Managed Businesses

Liz Peters FCA CTATax Partner – Ballard Dale Syree Watson

Specialist in Tax Planning

Recognised as the most technically advanced

Tax specialist in Worcestershire

Page 6: Owner Managed Businesses

Jeremy Syree FCAPartner – Ballard Dale Syree Watson

Specialist in Small & MediumSized Enterprises

“Seek first to understand before seeking to be understood”

Page 7: Owner Managed Businesses

Matthew WatsonPartner – Ballard Dale Syree Watson ACA CTA

Specialist in General Practice &Healthcare

“A hands on approach ensures maximum efficiency and savings”

Matthew is both a qualified Chartered Accountant & a qualified

Chartered Tax Advisor

Page 8: Owner Managed Businesses

Michelle Hammett FCCASenior Manager – Ballard Dale Syree Watson

Specialist in client support& general practice

“I won’t apologise for demandinghigh quality & high standards”

Page 9: Owner Managed Businesses

Paul Gee FCCASenior Manager – Ballard Dale Syree Watson

Specialist in Audit Management

“Thinking ahead is the best way to ensure you don’t fall behind”