About PBATS

Martin Beales and Kerry Williams are the Directors at Practical Bookkeeping Accounting and Taxation Services (PBATS)

Martin founded PBATS in 2019 with a vision to develop a practice which focused on delivering a superior service and quality product to his clients. The practice has flourished and grown significantly with Kerry joining as a full time Director in 2024.

Together they have an extensive skill set and breadth of experience, leaving them extremely well placed to advise their clients on the growth, successes and challenges their businesses experience.

Martin brings with him technical expertise in all areas of accounting, and supports many of his clients in a Financial Director and advisory role, which can include anything from tax planning, tax disputes, bespoke projects assisting clients to improve business operations and financial performance, through to strategic business advice, business expansion and restructuring. He prides himself in knowing his clients and their business needs and being available to assist personally.

Kerry has over 20 years’ experience working in both top 10 and boutique accounting firms in the city, and through her work in forensic accounting, contentious insolvency and investigations, she has built a significant network of valuable business relationships which she is using to further grow the PBATS practice and to support PBATS clients.

martin beales

Martin Beales

Managing Director, Founder

Martin has 20 years’ experience in practice and is passionate about providing an innovative, client-centric and high-quality service.

He prides himself on knowing his clients and their needs and being available to assist personally.

Complimenting the accounts, tax and bookkeeping function, Martin supports many of his clients in an advisory role. This can include anything from tax planning, tax disputes, and bespoke projects helping clients to improve business operations and financial performance, through to strategic business advice, business expansion and restructuring.

Martin’s advisory work is strengthened further by his strong network of trusted professionals who are available to assist if required including brokers, financiers, wealth planners, auditors, lawyers and insolvency professionals.

Highlights:

  • Dedicated Financial Director roles within Technology, Leisure, Wholesale and Retail sectors
  • Other sector specialisms include E-commerce, Healthcare, Real Estate and Property
  • Non- Executive Director and Advisory roles
  • 10 years’ of Audit experience for Companies with turnover up to £20m
Kerry Williams
Kerry Williams

Kerry Williams

Managing Director, Marketing and Business Development

Kerry has over 20 years’ experience working in both top 10 and boutique accounting firms in the city, and through her work in forensic accounting, contentious insolvency and investigations, she has built a significant network of valuable business relationships which she is using to further grow the PBATS practice and to support PBATS clients.

Highlights:

  • Experience in Forensics, Insolvency and Asset recovery
  • FCCA, CPI, Certificate of Proficiency in Insolvency, AAT qualified
  • Worked in a top 6 firm with experience at smaller boutique firms

David Rogers

Senior Manager, Accounts and Tax

David has 25 years’ experience to offer his clients following valuable roles in both practice and time spent in industry.

Highlights:

  • 2 years’ at a top 10 firm
  • Audits of several £20m turnover companies in the aviation and electronics industry
  • Roster of high-profile tax clients including sports personalities and musicians
  • Significant experience in the construction industry following a finance advisory role in a large construction outfit
  • Other sectors include Agriculture, Retail, Property Development, Environmental Services
  • Currently advises individuals, partnerships and limited companies

Laura Sutton

Management Accountant

Laura has over 25 years’ experience. She is a Chartered Accountant with experience in both practice and industry.

Highlights:

  • Worked with a range of clients from small owner-managed businesses through to large PLC’s.
  • Held various senior finance roles across a range of sectors
  • Recent role as financial controller at a barristers chambers.

Chloe Pirch

Accounts and Tax Semi-Senior

Chloe has 2 years’ experience in accounts and tax, starting her accountancy journey with PBATS in 2021.

Highlights:

  • Exposure to a range of sectors and clients
  • Systems champion, Chloe is also the firms CRM co-ordinator
  • AAT level 2

Cydney Onley

Accounts and Tax Semi-Senior

Cydney has 4 years’ experience in practice working in accounts, tax and book-keeping.

Highlights

  • Breadth of experience across sectors
  • Specialisms in Public Sector Healthcare, Leisure, Property and Real Estate
  • Qualified AAT
  • Exposure to a number of bookkeeping, accounts and tax packages
  • Insurance industry experience

Kristen Sadler

Bookkeeping Manager

Kristen has 8 years’ experience in bookkeeping, accounts and tax and currently manages the bookkeeping function at PBATS.

Highlights:

  • 5 years’ at a top 10 firm in the Accounts and Financial Reporting team
  • 2 years’ as Manager in a compliance role at a boutique city firm
  • Broad breadth of industry experience, significant exposure in Agriculture, Retail and Leisure sectors
  • Exposure to a number of bookkeeping, tax and accounts software packages
  • AAT qualified, ACA part-qualified
Shah Bookkeeping

Shah

Payroll

Shah has 8 years’ experience working in various payroll roles.

Highlights:

CIPP -Affiliate

CIS -Construction Industry Scheme

Various payroll software working experience (Sage, Brightpay, Xero, Moneysoft)

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