Partner at Cotswold accountancy firm celebrates success of digital accounting campaign after one year in her role

Sharla Dandy

Sharla Dandy was appointed as a Partner at McGills Chartered Accountants in February 2019, and has in that time taken the lead on the firm’s successful cloud accounting campaign which saw increased efforts to move its clients onto innovative cloud accounting software.

VAT-registered businesses with a turnover of £85,000 have been required since April 2019 to submit their VAT returns to HM Revenue & Customs (HMRC), using HMRC-compatible software, under the Making Tax Digital (MTD) scheme. In practice, this means cloud packages such as QuickBooks and Xero.

Over the last year, Sharla has been involved helping numerous clients transition to cloud accounting packages that let them and the team at McGills track their finances in real time, as well as enabling them to make instant submissions to HMRC. This has included instigating events, drop-in sessions and one-to-one training programmes for clients.

Sharla said: “MTD has figured prominently in my first year as a Partner here at McGills. We have had enormous success in that time in moving a large number of clients onto innovative cloud packages that automate a range of financial and accounting tasks.

“This move enables us to focus much more on providing commercial and tax advice to our clients, based upon our strong and sustained working relationships, helping them to grow their businesses in ways that best serve their and their families’ needs.”

Sharla and McGills’ efforts in supporting clients through the introduction of MTD was one of the reasons that the firm was shortlisted in the Single Office category at the prestigious Tolley’s Taxation Awards last year.