Katie works in the Accounting and Business Advisory team in our Leeds office. She prepares small accounts, management accounts and accounts for audit. She assists clients with improving their finance function by gaining a detailed understanding of their business drivers and KPIs. She creates templates for accounts packs and trains staff to prepare useful finance information.
Katie is a Sage champion for our Leeds office, but also has experience of using Xero. In addition to this, she has assisted clients in ensuring are MTD compliant.
Katie has worked in practice for 8 years and has been at RSM for over 3 years. She has been AAT qualified since July 2014, and ACA qualified since November 2018. She is a member of the consumer markets sector group with specific experience of working with clients in the hospitality industry.