Ann joined Johnston Smillie in 2002 as our Administration Manager.  As well as having overall responsibility for the administration team, her experience and knowledge of procedures and systems means she is the “go to” person for staff queries and administration problems.

Ann has a varied role at Johnston Smillie which includes maintaining the firm’s own bookkeeping records.  She is also responsible for administering the firm’s annual tax investigation service subscriptions.  This is a comprehensive service available to eligible clients which covers the professional fees incurred by us should a client be unfortunate enough to be selected by the Revenue.  If you haven’t already subscribed, please contact Ann or your client manager for an invitation. Tax Investigation Service

Ann is also an enthusiastic and active member of the charity team undertaking administration and secretarial duties for several different charity clients, including:

• setting agendas, arranging meetings and taking minutes for boards of trustees
• maintaining bookkeeping ledgers
• liaising with beneficiaries, suppliers and advisers

In addition, she has many years’ experience of dealing with clients who are subject to financial guardianship or judicial factory.   Duties include:

• preparing annual accounts of charge and discharge
• liaising with third parties, such as the Office of the Public Guardian, the Accountant of Court, the DWP, carers etc;
• ensuring financial commitments are met