About Us

Based in Caerphilly, our aim is to offer a personalised service, respond quickly to your needs and save you time and money by harnessing the very best of technology.

"Knowledgeable, approachable and quick to respond"  Thats what our clients say about us.

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Our Approach

Experienced and approachable Chartered Accountants, offering a personalised and efficient service

As we specialise in using modern technology our clients are not just based in the Caerphilly, Newport and surrounding area but around the UK and even abroad.   Every client is treated as an individual and although we can do everything you would expect, such as, year-end accounts, payroll, VAT and tax returns, we offer support not just at year-end but throughout the year.    


We are continually keeping up to date with financial technologies and all new legislation and from our foundation as Chartered Accountants,  Quickbooks Platinum Pro Advisors and Xero Certified Advisors we can advise you on the best software solution for your business.  This software we can also offer at a reduced subscription for life.  Our service does not stop there, not only will we help you set it up, we will train you on how to use it.   

 
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Team

Get to Know Us

 

Nick Williams FCA

Principal

Nick qualified as a Chartered Accountant in a medium sized practice in London before joining one of the big four accountancy firms to work in the USA for 2 years.  Shortly after his return to the UK he joined a family owned food business to strengthen their financial management.  As Finance Director, he guided the business and its directors through business acquisitions, a management buyout and eventual sale to a large PLC.   


Having cut his teeth on personal service in a people based business he left to set up, with Sue, their own family business.  They used Quickbooks desktop accounting software to manage their business and so the relationship with Intuit began. 


In 2016, seeing the opportunities and benefits of cloud-based software, Nick became a Quickbooks Online Advanced Certified Pro-Advisor.  Nick’s passion to help people and his approachable manner led him to establish the Perspectives Chartered Accountants practice.  As well as providing advice and support, Nick wanted to utilise cloud based technologies to help individuals and businesses.   The aim was help them grow their business but also to regain some time previously spent on paperwork to concentrate on what is important to them.   


Nick is a keen cricket and rugby fan and is a regular at Rodney Parade in Newport to watch the Dragons.  

Sue Williams MBA ACCA SWWEPP

Accountant

Sue is a qualified Chartered Certified Accountant and graduated with a Masters degree in Business Adminsitration (MBA) from the University of Wales.  She is also a member of the Society of Will Writers.

Having been part of a start-up family business in 1987, Sue has extensive management and systems experience.  The experience she gained while building the fledging business with her father to eventually selling the multi-million pound company gave Sue invaluable experience that helps her to understand and associate with the challenges our clients face daily.  She is able to apply the knowledge and skills gained from these once-in-a-lifetime experiences to help our clients.

Sue is dedicated to guiding and helping our clients streamline their business processes and providing an empathetic approach to their business and accounting needs.  Sue is a Quickbooks Online Advanced Certified Pro-Advisor, she is also Xero Advisor Certified and Xero Payroll Certified.

Volunteering with a wonderful team of likeminded people, Sue is also a trustee for K-9 Angels, a dog rescue registered charity whose aim is to help homeless, abandoned, abused and sick dogs, giving them a chance of a happy and secure life with a loving family.

Joanna Jones

Trainee Accountant

Joanna is the newest member of our team, currently studying towards her AAT and prides herself on being thorough and responsive.  She has always wanted to gain broad experience in an accounting firm that works with individuals, helping with their personal tax, and also working with businesses, so she gains an understanding of how business works, not just how the numbers balance.


She is a whizz with technology and already Quickbooks Certified and is now working on her Quickbooks Advanced Pro-Advisor qualification.  She works with clients mainly on their bookkeeping and payroll and she is looking to gain further experience in the practice as she progresses with her accountancy career.  She hopes to become AAT qualified and then continue in her studies and training to become a Chartered Accountant. 

Joanna particularly enjoys the variety of work she gets involved in.  She brings further enthusiasm and passion for service to the team and is always smiling.  She is a keen dog lover, enjoying walks through the beautiful Caerphilly countryside.

The Williams Woofers

Team Mascots

We see many firms who include their dog as a team member or company mascot.  We don't want our dogs to be overlooked but with several we couldn't just choose one.  

All our wonderful dogs provide team support and daily exercise.  They are a great excuse to leave the computer for an hour and take in the fresh air while walking them in the beautiful lush green rolling hills of Caerphilly.

Perspectives Chartered Accountants

Suite 17, Apex House, Trethomas, Caerphilly, CF83 8DP

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Telephone 02921 672475

Suite 17, Apex House, Trethomas, Caerphilly, CF83 8DP

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©2020 by Perspectives Chartered Accountants.