Small Business Team Booklet for Professionals 2025 - Published

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Old Mill Small Business team

Team Overview

Ouryoung,dynamicandforward-thinkingteambasedintheWells andYeovilOfficeofOldMill specialisesinhelpingsmallbusinessownerswithnotonlythetraditionalaccountsandtax returns,butalsoachievingtheirgoalsthroughavarietyoftoolssuchascashflowplanning, managementaccountsandothermethods.

Alongsidesmallbusinesses,ourteamalsospecialisesinpropertyandconstructionwitha knowledgeablegroupofindividualswhodealwithdevelopers,propertyowners,architects, solicitors,andbuildersonaday-to-daybasis.

Generalservicesweoffer:

• Accounts

• Companysecretarial

• CorporationTaxreturns

• Personaltaxreturns

• Bookkeeping

• VATreturns

• BenefitsinKind(BiK)

• Managementaccounts

• Cashflowplanning

• Xerotrainingandadvice

• Taxplanning

• Businessgrowthplans

Wealsohavein-houseexpertswhocoverarangeofadditionalservicesincludingspecialised tax,VAT,financialplanning,pensionschemesandmore.

Head of Small Business

AmyDedmanMAATATTACABFP

Amyhas years ofexperience working withSmall Business clients, particularly those which are inthe property and construction sector. Amyassists clients withall their accountancy requirements aswell asoffering expert advicearound businessandtaxplanning.

amy.dedman@om.uk

01749335086/07970890786

Associate Adviser

GeorgeGillmanBFPACA

George is a small business adviser situated between the Yeovil and Exeter offices. Heenjoys helping business owners grow and maintain successful businesses. Healso heads up our Success Programme offering at Old Mill.

george.gillman@om.uk 01935709314

Associate Director

MattJacksonFCCA

Matt is a small business adviser with a track record ofhelping business owners achieve their goals. Heand his team offer a truly holistic advisory approach that goes beyond simply filing year-end returns and focuses onlooking after you, the people behind the business!

matthew.jackson@om.uk

01935709363

Property & Construction Client Managers

ChloeTalbot-SwainMAATATTACA

Chloeworkswithin theProperty andConstructionsector. She workswithindividuals andsmall companies ontheircompliance andadvisoryneeds.

chloe.talbot-swain@om.uk 01749335072

TheresaBishopMAATATT

TheresaistheOperations Manager fortheteaminWells and Yeovil.Shemanages and developstheteamalongside lookingafter aclient portfolio ofherownandoverseeing theclient portfolio ofthe team.

theresa.bishop@om.uk 01749335030

ZoeNetherwayMAATATT

Zoeadvises within theProperty andConstruction team,working closely withclientstosupport their accounting needs.

zoe.netherway@om.uk 01749335003

Qualified

OliverClarkMAAT

Ollyworks withthe team tohelp drive success for our clients through their accounts compliance and advisory matters.

oliver.clark@om.uk 01749 335082

Owner Managed Business Client Managers

JonathonDurbinMAATATTACA

Jonworkscloselywiththe team to provide smallbusiness ownerswith ongoing support aswellasmeeting their compliance needs.Jonis happy tohelpwithgeneralbusiness querieswhere required.

jonathon.durbin@om.uk 01749335006

DarcieWitcombeMAATATT

Darcieworks alongside theOwner ManagedBusinessteam,managing herown portfolio ofclients.Darcie provides clientswithahighlevelof compliance servicesandenjoys helpingclientsgrowtheirbusinesses.

darcie.witcombe@om.uk 01749335075

KathrynExonMAATATT

Kathrynhas worked forOldMillfor over15years andhasawiderange of knowledge withinthe Small Business team, working with avariety of clients.

kathryn.exon@om.uk 01749335013

KimMaugerFMAAT

Kimhas worked for Old Millfor over 20 years, working witha variety ofsmall businesses during that time. Kim ensures her clients' compliance needs are metand supports them with any advisory assistance required.

kim.mauger@om.uk 01935709372/ 07813349775

CaseyBurrowsMAATATT

Casey works with theteam todeliver quality client service whilst ensuring compliance needs are met in both a timely and proactive manner. Casey works witha wide variety ofowner managed businesses.

casey.burrows@om.uk 01935709325

Client Service Co-ordinators

OurClientServiceCo-ordinators ensure ourclients receive thebestpossible servicebyliaisingandcommunicating withthem onanongoing basis.

Alongside this,they aidtheteamwithday-to-day tasksaswell asensuring the team are ontrack for future deadlines, both internally andontheclient’sbehalf.

KellyandEmilyensure ourclients are uptodate withtheir Company Secretarial requirements andother compliancematters.

Personal Assistant

Rebeccais Amy’sPersonal Assistant andworks very closely withhertodeliverahigh levelofservice toall clients.

With over 35years working for OldMill,Rebecca hasa great knowledge andrelationship withourclients andisa keypointofcontact forthem.

Alongside this,Rebecca hasawidevariety ofskillswhich aidtheteamonaday-to-day basis.

Wells Office

Bishopbrook House

Cathedral Avenue

Wells Somerset BA5 1FD

+44 (0)1749 343366

Yeovil Office

Maltravers House

Petters Way

Yeovil Somerset BA20 1SH

+44 (0)1935 426181

enquiries@om.uk | om.uk September2025

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Small Business Team Booklet for Professionals 2025 - Published by oldmillafp - Issuu