Experience & Vision

Josh is a qualified Chartered Accountant. He has worked in accountancy since leaving full time education, working as an accounts and audit senior in a small growing firm for 13 years before joining a top 15 firm and progressing internally from senior to manager. Josh manages a varied client portfolio at LKA, including clients working in architecture, retail, marketing and property.

Role: Josh heads up our Accounting Services team, dealing with the statutory needs of our clients, as well as our outsourced Finance Director Service which provides strategic advice and business development to LKA clients.

Nicola is a specialist UK and US tax professional with over 30 years’ experience of private clients. She advises on all aspects of UK and US tax including inheritance and estate tax planning, business exit strategy, capital gains tax for sale of property plus other assets and the interaction of UK and US tax to optimise the worldwide tax position. She has extensive experience of cross-border issues and non-UK domiciled individuals. Nicola is a qualified Chartered Tax Advisor and US Enrolled Agent.

Role: Nicola is our first point of contact for all specialist tax advice, including Capital Gains Tax (CGT), Inheritance Tax Planning and US tax.

Semi Senior Accountant

Mandy is a fully qualified Chartered Accountant (ACA) with over 20 years’ experience. Mandy joins us from a events company where her role as Financial Controller saw her managing a variety of tasks including management and statutory accounts, payroll, VAT returns and accounts payable/receivable.

Role: Mandy works closely with both the accounts and tax teams to produce management and statutory accounts and self-assessment tax returns for LKA clients.

Anita began her career in the accounts department of a manufacturing company working as a Purchase Ledger administrator that led to her studying the AAT qualification. It was during these studies she began her new role working for one of the top ten international petroleum companies as Assistant Accountant. Deciding to utilise her experience gained, she now works as a Bookkeeper/Assistant Accountant here at LK & Associates.  Since joining, Anita is proud to have accomplished becoming both Xero Advisor Certified and achieving her AAT Advanced Certificate in Bookkeeping – level 3, gaining professional status as an AAT associate bookkeeping member.

Role: Anita provides day to day bookkeeping / VAT support to LKA clients.

Claire joined LK & Associates at the end of June 2021 as the company’s office manager. With experience working in big corporations to small family businesses, she ensures that the office is run smoothly and efficiently. As well as dealing with general office, and company secretarial duties she acts as the liaison between clients and staff to ensure a high standard of customer service is maintained.

Role: Claire ensures the smooth day to day running of the LKA Office and Team and oversees all client correspondence.

Tracy Day (pictured), Helen Templeton-Cross, Katie Dietsch-Horsman and Nicola Waite make up our team of dedicated and experienced bookkeepers who provide support to our clients remotely or at client sites.