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

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
  • Worked in a top 6 firm with experience at smaller boutique firms
Laura Management Accountant

Laura Sutton

Management Accountant

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

Laura oversees the management account function for our clients.

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
  • ACA Qualified

Kristen Sadler

Bookkeeping and VAT Manager

Kristen has 9 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
Charis Personal Tax Manager

Charis Sulman

Tax Manager

Charis brings with her over 25 years’ experience, specialising in personal tax matters.

Charis trained in a top 10 London firm, and spent 16 years fine tuning her technical knowledge in all things tax, before moving to a local firm to enable her to work more flexibly with her young family.

Charis is a great asset to the firm and works alongside Martin to ensure our clients are adopting the best possible tax planning strategies to maximise their profitability.

Charis is a real team player and has built a great relationship with our semi-seniors, sharing her vast technical knowledge and aiding their development.

Highlights

  • Complex CGT planning
  • Property portfolio tax planning
  • Advice on overseas taxation and residency
  • Tax disputes advice including prep for tax tribunals
  • Estate Planning
  • Trusts and Executorships

Cydney Onley

Accounts and Tax Semi-Senior

Cydney has 5 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

Chloe Pirch

Accounts and Tax Semi-Senior

Chloe has 3 years’ experience in accounts and tax, starting her accountancy journey with PBATS in 2021.

Chloe also assists with the firms’ own internal compliance function and she is an integral part of the firm’s AML and risk assessment function.

Highlights:

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

Shah

Payroll

Shah has 9 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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