...From Small Beginnings
Oakes Accounting specialises in providing tailor made accounting services, including bookkeeping, VAT and self assessment to small businesses.
Chris was raised and educated in Heswall, Wirral, which is still home to him now. Chris was brought up in an accountancy environment as his Father was a Senior Partner in Guild Appleton & Co Chartered Accountants in Liverpool, specialising in small businesses. As a young man Chris worked in the school holidays for his Father. This introduction started his initial interest in accountancy, and it soon became clear to him what an important role Accountants play in order for a business to be successful.
Having completed his A Levels Chris attended the Metropolitan College where he passed the B-TEC National Certificate in Business and Finance with a Distinction. This spring boarded him to study the renound AAT accountancy qualifications at Sandwell College in the West Midlands. His success in these examinations projected him further to study for the formal ACCA Professional Accountancy Examinations at John Moores University in Liverpool.
Chris started his career working initially for Guild Appleton & co., liaising with the clients and collating their business accounts. Having gained an invaluable amount of experience within the small business industry Chris moved on to work for KPMG Accountants in their Liverpool office. Within this particular firm he extended his working knowledge to include insolvency. With this additional field of experience he followed promotion to Price, Waterhouse, Coopers, where he was responsible for managing a team of staff and leading the Insolvency Unit. This entailed turning flailing companies around, and eventually selling them as a going concern. It gave Chris an invaluable insight into some of the pitfalls that small businesses may encounter, and could draw on his many years of experience of how to avoid this unsatisfactory and distressing conclusion to a business.
With the small business trader focusing Chris’ attention he decided to gain direct experience within that field, and accepted a job working as Financial Controller for a restaurant chain. Whilst there, Chris and his team worked hard to expand the business rapidly, and eventually it was sold to a London based PLC which is still trading today. Chris feels privileged to have been part of this success story, and of how his input was so valued by his employers.
Prior to making the leap into becoming self- employed in 2010, Chris worked as the Financial Controller for a service and repair business in Knutsford. Under his guidance the company soon raised its profile, and the annual audit results were greatly improved.
Fiona is married to Chris and lives in Heswall with their two teenage children. She attended West Kirby Grammar School. After leaving school she worked in the financial services industry for 22 years and moved around the region following promotions within the Customer Services and Sales areas. Successfully passed the Financial Services Compliance and Banking examinations. Always customer focused, with a friendly and sunny disposition, making her popular with clients and consequently successful in her field of expertise.
Fiona left the Financial Services industry and studied Accountancy at The Wirral Metropolitan and Carlett Park Colleges, leaving with an AAT Level 2 National Vocational Qualification in Accounting. In addition she also passed the OCR Certificate in Bookkeeping for both manual and computerised records.
In 2003 Fiona changed her career direction totally and attended a course on Childhood Studies at the Twelve Quays College. She enjoyed it so much it convinced her to follow a career involving children. Fiona went on to qualify as an Early Years Educator. She was inundated with clients as soon as she opened the doors of her business, and is still very busy working actively in this line of work today.
She passed the Level 3 Diploma for the Children and Young People’s Workforce, demonstrating her commitment to her job and the children who she cares for. Fiona is dedicated to developing and educating all children under the age of six years old, and was thrilled when she was awarded an ‘Outstanding’ Ofsted grading during her formal inspection in March 2015.