Joanne Surgeon FCCA MBA

Hockley

ABOUT ME…

When I set-out to become an accountant, I didn't see myself in the big corporate world, I wanted to work with SME owner/managers bringing life and meaning to the numbers.

Since qualifying, I have also gained an MBA, which has helped make me more aware of the relationships between the different elements of a business.

As a freelancer I am now doing exactly what I set-out to do.

MY SERVICES

I have a small portfolio of services that have derived from my 20 years’ experience and encapsulate my key skills and expertise.

I have worked in manufacturing, printing, hospitality, media agencies, professional services and a little forensic accounting.

BUSINESS VALUE DEVELOPMENT & MANAGEMENT INFORMATION SYSTEMS

Even if you have your business finances covered, some of my services, Business Value Development and Management Information Systems, are designed to integrate with your current team. Their purpose is to enhance your business further. I certainly don’t want to step on anyone’s toes!

FD PLUS ONE

I want to help other budding accountants by sharing my knowledge and experience, so I have developed FD Plus One. I source a full-time finance graduate or trainee on your behalf. I support, guide and direct them, whilst giving you the benefit of my expertise at a strategic level. This dynamic combination usually costs less than your average finance manager. So if you’re hiring, let’s chat.

CONSULTANT FINANCE DIRECTOR

If you already have a finance manager, then maybe my Consultant FD service is all you need to get the full spectrum.

MICROSOFT EXCEL

I am an Excel guru/geek, having used it since it started. I design bespoke, secure, user-friendly spreadsheets tailored to your specific needs. I also teach from beginners to advanced.

WHAT NEXT…

That’s enough about me. I am interested in finding out more about you, so please get in touch, I'm quite friendly.

My ambition now…to help you make your business better.

Jo

[email protected]

  • Education
    • Association of Chartered Certified Accountants (FCCA)
    • Master's Degree in Business Administration (Oxford Brookes)