Rachel has worked in the accountancy profession for over ten years and has specialised in delivering accountancy advice to the healthcare profession. With extensive knowledge in medical accounts, her knowledge and expertise takes in financial accounts for Dental Practices & GPs. Rachel is passionate about her work and the industry and in addition to managing a client portfolio, Rachel heads up 'Making Tax Digital' so BW clients are prepared for the future.
Rachel began her financial career in 2009 as an accounts trainee at Robson Laidler LLP in Newcastle, where she prepared yearly accounts for a wide variety of businesses, including dental practices and GP surgeries. This role involved full accounts preparation, superannuation certificates and pensionable profit estimates for primary care trusts.
In 2012 Rachel took up a post as a medical accountant at RMT Accountants, where she further developed her knowledge of financial accounting systems for medical practices, including partnerships and individuals. Rachel became an integral part of the client team, liaising on a daily basis with practice managers and visiting clients as required.
Rachel joined former colleagues at specialist medical accountants BW Medical Accountants in September 2013 where her role includes delivering work onsite for clients and managing a portfolio of Dental and GP Practices.
As Medical Accounts Manager, Rachel manages our medical services accountants and acts as a key contact for our clients. Rachel's role takes in the final preparation of financial accounts for GP Practices and Dental Clients.
Skills In Focus
- Medical / Partnership Accounts
- Dental Accounts
- Accounting Software
- Financial Reporting
- Superannuation certificates
In Rachel's Words
"With current NHS structures changing, many professionals are now having to consider ways to maintain their current income streams. BW Medical Accountants is a unique accountancy firm offering specialist knowledge in all aspects of medical finance to help ensure medical professionals can maximise their income, reduce their tax liabilities, achieve their personal financial planning goals and plan accordingly for retirement. Clients can get all the services they need from BW Medical Accountants safe in the knowledge that we have the expertise to deal with them at every stage of their career and can advise on any financial issue thrown at them.
"By helping to provide an outstanding service to clients and assisting them with any queries they may have, we can provide a truly integrated service that no one else can offer. I enjoy working with the healthcare sector and as a medical accountant, as it is a unique field to work in. I like to be there not only to prepare the accounts but also help or advise clients in any way I can and use my skills to provide a level of service that professionals in the healthcare profession truly understand and value."