Jade Surtees
Senior AssociateJade joined the firm in January 2024 as a Senior Accounts and Business Advisory Associate, after eight years of experience from a previous practice.
Jade holds a HND in Accountancy and is part ACCA qualified, with a strong background in supporting a wide range of clients. She works predominantly with charities, a sector she enjoys for its variety and the opportunity to support organisations that make a real difference.
Her role focuses on preparing statutory accounts and management accounts, ensuring clients receive accurate, timely information to support their reporting and decision-making. She is known for being highly organised and proactive, with clients thanking her for reliability, excellent support, and ability to deliver work to deadline. She takes pride in making the accounting process as smooth and stress-free as possible for those she works with.
Jade is also part of the firm’s Software Gurus team, where she supports software administration and system transfers, helping to improve processes and ensure clients and colleagues get the most out of their accounting software.
