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Katie Bennett AAT

Katie Bennett AAT

Katie Bennett AAT

Medical Services Accountant
I am proud to be part of a strong experienced team of professionals who genuinely care about the service they provide. Our culture encourages development and we enjoy what we do.

Intro

A determined and driven individual, Katie achieved her level 4 AAT qualification at night school whilst working full time at Joseph Miller & Company Chartered Accountants. Balancing work and education has been a recurring theme for Katie as she initially completed her level 2 at Kendal College whilst holding down a demanding job at a Hotel in Ambleside. Katie's work within the hospitality sector provided solid foundations in customer care and an insight into the running of a successful and profitable business.

Professional Experience

Katie commenced her accountancy career at a Newcastle based accountancy firm where she executed a wide range of financial tasks, including compiling company and management accounts, book-keeping and completing VAT returns. Katie then moved to Parkdean Resorts as a Tax Assistant. This move enabled Katie to combine her accountancy knowledge with her experience in the Hotel and Leisure Industry. 

In December 2018, Katie joined BW Medical Accountants as a Medical Services Accountant and joined our in-house training programme.

Expertise

As a Medical Services Accountant, Katie prepares accounts for a portfolio of GP and Dental Practices and reports to a team of Medical Accounts Managers.

Skills In Focus

  • Financial reporting
  • Accounts
  • VAT
  • Medical / Partnership Accounts
  • Tax
  • Client liaison / Excellent Customer Service

In Katie's Words

Being actively involved a a full time employee in an accountancy practice for the last two years of my study provided me with an insight into many areas of accountancy. With my work experience to date, I now feel I am in the perfect position to pursue a career in the area I most enjoy.

  • Very smooth changeover to BW, with good communication at all times. Very efficient in the production of the accounts (as promised) and the Partners are delighted with the advice received to date.

    Practice Manager
    Northumberland
  • BW Medical Accountants have a good working knowledge of General Practice and are keenly aware of the challenges Practices face within the changing environment of the NHS.  Benfield Park have been very impressed by the way BW Medical continue to deliver the range of services they provide from Accounts to Tax and NHS Pension advice. 

    We have found Practice consultation and engagement from BW Medical specifically helpful to shape the future of the Practice.

    Senior Partner
    Benfield Park Medical Group, Newcastle
  • We had no hesitation in moving to BW Medical Accountants.  For any business your accountant is integral, and for us one of the most important factors to this relationship is to have a personal and trusting approach, which BW have undoubtedly achieved. 

    The service we receive and the interest they show in our practice assures us that they have a genuine interest in us and commitment to us.  More importantly they are always helpful and polite to answer even the dumbest of questions!  They give us confidence and reassurance knowing that they are always very up-to-date with all the numerous changes within general practice and we would have no hesitation in recommending them to other practices seeking a professional and personal accountancy service.

    Jackie Rotherham, Practice Manager
    The James Street Family Practice, Lincolnshire
  • We moved to BW Medical Accountants in 2013 and we are delighted that we have.  Having been in the same business for over 20 years it is important to have a relationship with the accountancy team but most importantly you need to have trust.  We made the decision to move our business to BW Medical Accountants and having worked with the Team especially Tina we are very satisfied.  Tina going through the accounts brought to our attention many things that I was not aware of in the past.  The first years' experience can only be described as excellent.

    Customer service is first and foremost with BW and this shines through as each and every one of them are approachable, helpful and most importantly understand and know the business.  General practice is complex and is going to get more complex in the coming years.  We need Accountants who truly understand our business. We as a practice and as individuals would certainly recommend BW Medical Accountants.

    Gloria Middleton, Managing Partner
    Westbourne Medical Group, Sunderland
  • We changed to BW Medical Accountants and I would say we have just had the most transparent and understandable end of year meeting and the best planning advice I have ever had in 16 years of practice.

    GP Partner
    Cumbria

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