MEMBERS OF FSB, 2020, ACPA
Jane Briggs – Managing Director
Jane started Oakwood Tax Consultants back in October 2000, after more than twenty years in the Inland Revenue specialising in Employer Compliance and Accounts Investigations.
The business grew rapidly and became Oakwood Cranleigh Limited trading as Oakwood Business Consultants in 2004. With one employee in 2001, the company now has eight employees, some part time, to run a very close family office, a wonderful team of receptionists, administration assistants, bookkeepers, payroll bureau, tax consultants, VAT specialists and Xero partners.
Jane believes in motivating and supporting her staff with the aim to provide clients with world class customer service and accurate, comprehensive, efficient and timely advice, tax returns, accounts, payroll etc.,
Jane is a Fellow of the Certified Public Accountants Association and has been a member for 19 years, attending the regular CPD days held three times a year.
Jane is keen to ensure the team are well trained and have a good work/life balance. Many employees have undertaken First Aid at work courses, food safety courses, Xero partner training and recently executor-ship and probate training.
Jane’s role is primarily accounts completion and lots of contact with clients, especially new clients with the exciting prospect of advising start ups with sound financial advice to get them on the road to a successful and fruitful business venture with Oakwood as their professional advisers.
Jane has extended her role recently to include taking on executor-ships and applications for probate, sometimes assisting the families of existing clients at a difficult time to ease the financial, practical, form filling side and the pitfalls of IHT and probate legalities. Jane does prepare simple wills and is willing to act as an attorney in power of attorney considerations.
David Rangeley – Business Partner
David Rangeley qualified as a Chartered Accountant in 1972 and had his own tax practice for 26 years before merging it with Oakwood on 1st April 2019. David specialises in personal tax matters and has developed an expertise in tax compliance, inquiries, contentious appeals and settlements with HMRC. He has extensive experience in helping people who invested in failed tax schemes or who have suffered HMRC incompetence or unjustified treatment.
Camilla Hills – Payroll Manager and Bookkeeper
Camilla came to us in April 2012 after completing exams at college. She started with us as an apprentice and completed an NVQ in Business Administration in her first year. We then moved her on to AAT level 2 and over the years, she has competed level 2 and 3 and is now hard at work on level 4.
Camilla is our Payroll manager and the one we all go to if we have an employment query. She runs around 30 monthly payrolls together with her own portfolio of bookkeeping clients and VAT returns as well as year-end accounts.
She is an expert with our software package Xero for bookkeeping and accounts as well as ClearBooks. Camilla is very conscientious and caring and very good at training both clients and fellow work colleagues with excel or Xero or ClearBooks.
Victoria Briggs – Accounts Supervisor
Victoria joined us fresh from college back in June 2007 having completed her Private Secretary’s certificate in office administration. She then went on to complete the Pitman bookkeeping course in record time and has since added a Xero partnership qualification and is looking to restart her AAT level 2 course this year.
Victoria and her partner Jamie have two boys aged 5 and 9 who keep them very busy, but Victoria is still in the office five days a week, specialising in Xero, Sage, ClearBooks and QuickBooks accounting software. She does bookkeeping, VAT returns and Accounts, enjoying training our clients on Xero. She is also the office manager, line manager and personnel support for all the staff.
She brings Storm to work, her one-year old Husky Labrador cross who is quite a handful but is slowly settling down! Her interests outside of work are family orientated.
Jozef Cole – Bookkeeper and Administrator
Jozef joined the team in August 2018 as an apprentice. Jozef hopes to become a fully qualified bookkeeper, with the ambition to carve out a career in accountancy Jozef aims to climb the AAT ladder and become a fully qualified accountant in the years to come. In July 2019 Jozef completed and passed his final AAT Lvl 2 exam, awarding him a foundation certificate in Accounting.
As well as bookkeeping Jozef takes care of around 15 of our Payroll clients and the vast majority of Oakwood’s Income from Property Clients.
Aside from these duties Jozef also manages Oakwood’s social media presence, taking care of both the website and Facebook page. Posting weekly to Facebook about a range of things, not always accounting based, including Oakwood’s involvement with various local Charities, namely the Rotary Club of Cranleigh.
Janet Poll – Secretary and Administrator
Janet joined us in April 2015 from a colourful and varied career. Janet has been behind the counter in Maple News for some years, volunteering at the Chase Hospice in the reception area and then moving on to run Cromwell’s café in Cranleigh with her husband Tim.
Coming to us, Janet has fitted in beautifully. She is our typist but so much more than that. She looks after the dreaded Money Laundering Regulation Procedures making sure all our clients provide ID when they join us, registering new clients for self-assessment, or VAT or other duties as well. She keeps records to ensure our clients collect their paperwork back and when records are delivered, she checks to make sure they are complete and not missing the odd bank statement.
We benefit from Janet’s experience of running her own business and she is always willing to help out with other duties around the office if she has time.
Janet is the first person you hear when you telephone or see when you visit and she is most hospitable and caring. The offer of a fresh cuppa is always given to our clients when they call into the office and if they are really lucky, we might have had the occasional benefit of one of Janet’s delicious home-made cakes!
Denise Rogers – P.A.
Denise joined us back in August 2015 and is primarily and Admin Assistant. She semi-retired to look after and aged parent and has reduced her hours to one day a week. She is invaluable to the office, in that she is the lady who organises all of our social events, Christmas party and Summer outings, together with the practical side of Christmas tree decorating and she also helps Jane with her social calendar, i.e. Rotary, Christian Aid, Fairtrade etc.
Denise is married and lives nearby in Shamley Green, her passions include dogs and dancing!
Claire Coombes – Administrative Assistant
Claire joined us in August 2018 from running her own business and has proved to be invaluable. She started as an Administration Assistant but due to maternity leave by another member of staff, we found that Claire has the talent and ability to prepare Personal Tax Returns. She has now made this her mission in life!
She still does other Admin jobs and runs the office from the maintenance point of view, making sure that we have plenty of oil so that we are warm, that the electricity bill gets paid, so that we have light and the use of computers and other matters to do with the building. At present she is on-going with a Business Rates challenge, which is in itself a challenge!
Claire is married with two boys and she enjoys chocolate.
Angela Byrne – Bookkeeper
Angela joined us in January 2019 and has settled down as a Trainee Bookkeeper. She’s like a dog with a bone, in that if she has a query that she needs an answer to, she won’t let go until she has the answer. She is very thorough and committed and often stays after her time in the office because she is in the middle of something. She is a mathematician and helps tutor students when she is away from her work with us. She loves nothing better than cycling to and from work, which is 20 miles each way, and on her day off on Thursdays, she helps build dry stone walls or relay paths for Surrey County Council.
She is very health conscious and we are constantly reminded of the dangers of too much sugar! She sits next to Claire!
Gemma Nye – Administration Assistant
Gemma joined us in August 2019. Jane had been finding for some considerable time that she was bogged down with Administration tasks, and we were also finding that Claire didn’t have time for some of her Admin duties, so we needed someone to take up the slack. Gemma has been a real gem! She helps Jane enormously by keeping an eye on Checklists to make sure that work comes into the office on a regular basis, and she reminds our clients from time to time of the items that we are looking for to complete the preparation of their Accounts or their Tax Returns. She does other Admin tasks to keep the office running well.
Gemma has a partner and they have two boys and they live in Cranleigh.