About Us

Introducing the Tally team…

We are a team of accountants who run a successful, mid-sized, traditional accountancy practice in the Midlands. We are not stereotypical accountants though – we are forward thinking and we embrace change. Advances in digital capabilities have opened up new ways of working.

That is why we have developed Tally. Our digital office…

Our Directors are all Chartered Accountants and 'Big Four' firm trained. The Tally team are an experienced group of qualified Chartered and Certified Accountants. We all have one thing in common – a desire to provide a quality, personal service to our clients. We are friendly people. Just take a look below – we have many interests outside of accountancy...

Richard Stonier

Job Title: Partner

Qualifications: BSc (Econ), FCA, ATT

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Richard Says:

Welcome to Tally! As one of the founding partners of Tally I recognised that the way you do business is changing. I believe therefore that the accounting profession should change too. Tally takes advantage of cutting edge technology to provide you with a digital service that is fit for the modern age. I hope you love it! Rest assured that behind the scenes there is a lot of product development going on – I know you will love the future enhancements as they come on line.

I am a Chartered Accountant and member of the Association of Taxation Technicians with over 20 years' experience in national and regional practices. I deal with all areas including personal tax, inheritance tax planning, audits and owner managed businesses of all sizes. I also perform special work such as tax advisory and business valuations. 

Outside of work I am a keen nature and landscape photographer with a speciality in wild bird photos. My website at www.birdsonline.co.uk showcases my pictures. As you can see this keeps me busy in my spare time!

Jeremy Hodgkiss

Job Title: Partner

Qualifications: FCA, MCSI, CF

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Jeremy Says:

Hello!  I am one of the founding partners of Tally and I am really looking forward to welcoming you on board as a valued client.

I am a Chartered Accountant and qualified Corporate Financier with over 25 years' experience in national and regional practices. I deal with all areas of advice to owner managed businesses of all sizes. I can also provide specialist advice in the form of raising business finance/refinancing, business disposals/acquisitions and Management Buy Outs.

When I’m not at work my favourite pastime is spending quality time with my wife and children, usually as a spectator or supporter on a football pitch!

Susan Whiting

Job Title: Partner

Qualifications: BA, ACA ATII

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Susan Says:

Hi!  As a founding partner I am really excited to welcome you to the future of accounting. Our digital solution is quick, efficient and high quality.

I am a Chartered Accountant and Chartered Tax Adviser and have enjoyed over 30 years in practice, commencing with a training contract with a 'Big Four' firm. I have a range of clients in different sectors. What is most rewarding about my job is to work with business owners and to help them achieve their goals, which invariably means looking at things from all angles; business, family and personal.

I love music and outside of work I enjoy playing my violin in a quartet of friends and with the North Staffs Symphony Orchestra, activities which are very sociable as well as musical! 

"As a client of Tally, it has saved me so much time as I no longer have to worry about creating lengthy spreadsheets or spending hours producing invoices for my customers as Tally now does it all for me. If you want to save time and focus on growing your business then Tally is the tool for you."

Sue Green
Evergreen HR

Gareth Jones

Job Title: Manager

Qualifications: FCCA

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Gareth Says:

Hi! I am a fellow member of the Association of Certified Chartered Accountants with over 25 years' accounting and tax experience. My initial background was in personal tax, which complements my accounts preparation and tax planning skills perfectly. Over the last 15 years my portfolio has extended to include sole trader, partnership and limited company businesses with turnovers of up to £5million.

When I'm not at work I’m basically a sports nut! With a heavy heart I have recently had to retire from playing rugby (dodgy knees!) but I still enjoy playing cricket for my local club and I am actively involved in its committee. I’ll also watch near enough any sport on TV, but I probably would pass on synchronised swimming!

Rachael Smith

Job Title: Manager

Qualifications: BA (Hons) ACA

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Rachael Says:

I entered the world of accountancy back in 2003 and have subsequently qualified as a Chartered Accountant. I have worked in practice ever since, working on limited companies involved in both the preparation of accounts and audit work. I manage a portfolio of clients of various sizes. I take an active role in assisting my clients to improve their accountancy systems and in particular through the use of Tally. I have experience using other online accountancy packages and find Tally the most user friendly of them all. It is particularly good for those clients with little accountancy knowledge or confidence with IT. I endeavour to make the transition to online accountancy as smooth as possible for clients. Cloud based bookkeeping really does make record keeping as simple as possible.

When I am not at work I love to exercise, I am a regular runner and visitor to the gym having run several half marathons and participated in a number of charity obstacle courses locally. In addition, I enjoy cycling and am a member of the local ladies cricket club.

“It has changed our lives. It makes it really easy to do the accounts. We log on and it is simply all there for us to review where we are up to with our business performance.”

Becky White
Silk Brides

Angela Charlesworth

Job Title: Manager

Qualifications: MAAT

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Angela Says:

I am a qualified Accounting Technician with many years' experience in practice with the majority of those years specialising in personal tax. I deal with a variety of clients including partnerships, sole traders, preparation of VAT Returns and Self Assessment Tax Returns.

In my spare time I enjoy running and I have completed the London Marathon. I also enjoy walking my dog, cycling and being outside with my daughter and her horse.

John Beech

Job Title: Manager

Qualifications: -

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John Says:

I am a personal tax manager and have over 20 years' experience in this area of work. I deal with the general areas of personal tax with particular emphasis on self-assessment compliance, which includes clients within the rental property sector, small self-employment traders, clients requiring Capital Gains Tax work, a range of clients whether they be high wealth individuals to very modest income level individuals – all of whom require assistance with their personal tax affairs.

Outside of work I have always had a very keen interest in most sports – played quite a few and watched a lot more (which includes a recent anniversary of 50 years man & boy of watching the mighty Potters). I have played golf for nearly 40 years and I have been a member of my local golf club for over 36 years and even have my name on the club's honours board although not in recent years!!! I think I am regarded as a bit of a 'bandit' these days playing off 22 handicap when I should be playing off a few shots lower having been for one momentous week playing off 12 handicap some 20 years ago.

Guy Davies

Job Title: Manager

Qualifications: FCA

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Guy Says:

After 3 year training in practice I qualified as a Chartered Accountant and promoted to manager in the corporate department, that was a fair while ago!  Since then I have gained extensive experience of all types of small businesses including farming, building and transport sectors.  I am also responsible for our “not for profit clients” and provide a hands on approach to advising clients in the sector.

I find that cooking is a great form of relaxation especially when listening to good music.  I regularly cater for family and friends, preferably this would be after a long walk with my camera in hand.

“We can't tell you what a difference it has made to us. Apart from ease of use it is so much quicker. We can keep everything up to date and can see day to day where the business is up to.”

Noel & Christina Bennett
Creative Eye

Gail Preston

Job Title: Manager

Qualifications: FCCA

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Gail Says:

Hello! I am a fellow member of the Association of Certified Chartered Accountants with over 25 years of experience in practice, of which the last 15 years I have specialised in the Agricultural sector. As well as managing a team who prepare statutory and non-statutory accounts I also cover other areas such as VAT, business tax, and cash flow forecasts.   

Outside of work I enjoy many outdoor pursuits from cycling to canoeing. My main passion being to escape to the Lake District for a weekend, walking the fells with my family and our Golden Retriever Millie.

David Dunsmore

Job Title: Manager

Qualifications: BSc, FCCA

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David Says:

I am a Chartered Certified Accountant with over 20 years' experience in practice. I deal with many areas of accountancy, including personal tax, audits and small owner managed businesses.

In my spare time, I write and record music with my band, Tesco Chainstore Mascara. I am also a keen photographer and runner, taking part in races to marathon distance around the county. Next up, the London Marathon (fingers crossed!).

Ed Marshall

Job Title: IFA

Qualifications: DipPFS CERT CII

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Ed Says:

I’m an Independent, Values Based Financial Planner, and I deliver fully-comprehensive Lifetime Financial Planning with Deans Wealth Management – you can read all about that here: www.deans-ifa.com. We follow a process that helps you plan for your future, and we hold you and everyone involved accountable.

When I’m not helping people achieve their goals for the reasons most important to them, I like to spend my time in the mountains, whatever the season and the weather. As a passionate snowboarder, skier, mountain biker and road cyclist, it’s a great way to enjoy life and put it into perspective.

Independent Financial Advice

Our highly-qualified team of Independent Financial Advisers work closely with clients to maximise their investments, reduce tax liabilities, and help them plan for the future. Whatever your financial need you can be sure of truly independent advice from a caring, friendly team who are passionate about making your money work for you – however much you have in the bank. 

Whether you need advice about managing your money or guidance on making wise investments, support to provide for your family or to plan your retirement, or help to mitigate inheritance tax obligations. We truly understand business too... Our team can give advice and guidance on all aspects of corporate finance, including investment planning, pension planning and ensuring that your business is protected if you lose a key employee or shareholder.

Contact us now to find out more and arrange a free no-obligation initial consultation.

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Harshila Patel

Job Title: Payroll Manager

Qualifications: -

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Harshila Says:

Welcome to the exiting new world of Tally, the latest in mobile digital technology! Tally is the electronic future for all your accounting needs, wherever you are.

I have over 30 years of in-depth payroll experience within the private and public sector ranging from small to large organisations and am fortunate to have developed extensive knowledge as payroll has evolved into a profession over the years. I am passionate about providing a high quality payroll service to our clients and provide a solutions focused approach recognising that every client is different!

At home with Harshila – I enjoy theme park holidays and travelling with my family and for me-time, it’s relaxing in a spa. It’s all about work-life balance...

Sue Green

Job Title: HR Consultant

Qualifications: CIPD, MSc

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Sue Says:

Welcome to Tally! As one of the key strategic partners to Tally I recognised that business owners/managers are looking for a people management solution which is easily accessible, provides a safe pair of hands, is innovative, time efficient and cost effective which is why I founded HR Pulse (https://tally.hrpulse.co.uk/).

HR Pulse is a fantastic cloud based HR software platform that has been designed and built based on 5 years of research into what employers are telling us they want and need.

I am a full member of the Chartered Institute of Personnel and Development and have a Masters Degree in Strategic Human Resource Management. I have over 20 years experience across small, medium and large organisations.

Outside of work I am passionate about travel and love experiencing new cultures, people and landscapes. So far I've visited 40 countries and have another 40 on my bucket list! My motto in life is "Life's too short not to travel!".

HR Advisory

Our service is a ‘one stop shop’ for HR and Health & Safety. This includes everything from recruitment and retention, through to performance management and training, plus advice on employment law and Health & Safety allowing you to focus on your business.

We are committed to increasing your business performance by:

  • Reducing business risk through people management programmes which are fully up-to-date with current employment law and fit your business needs
  • Improving the performance of your people by designing bespoke training solutions which are a perfect fit to your business needs
  • Helping your business to grow by managing expansion projects, internal and external recruitment campaigns and implementing change management programmes.

Find out more!