Step Accounting Limited

Delivering accountancy and taxation services for UK businesses and their owners specialising in entities striving to make their quality customers happy.

Our main services include Statutory Accounts, Corporation Tax, Bookkeeping, VAT, Payroll, Company Formation, Company Secretarial, Business Advisory Services and Business Networking.

Senior Accountant and Founder

Jonathan Cohen Chartered Accountants

Chartered Accountant

Green & Peter

Consultant

Green & Peter (UK) Limited

Accountant

DIVERSET LIMITED

Hays Accountancy & Finance

Semi-Senior Accountant (Temp)

Hazlems Fenton LLP

Semi-Senior Accountant

Trainee Accountant

JABE

Marketing Executive

Successful business owners and entrepreneurs are striving to market and sell their products and services within a competitive and challenging world, and don't have the time or resources to heavily engage in the financials.

The Accountancy profession isn't a world to which many non-accountants can relate.  Record keeping, debits and credits, taxation rules, imports and exports, financial reporting... we've studied it for years and keep abreast of changes in legislation as part of our continued professional development.

Experienced as an ACA-qualified Accounting professional, I bring my enthusiastic and charismatic charm to presenting the relevant information to clients - current and prospective - in an engaging and down-to-earth way.

Personable by nature, I am a lover of musical theatre, crime stories and spending time with my family - I bring a new definition to being a creative accountant.  I am an accountant who enjoys creating and being there for my creative clients.  We work together to solve problems, discuss reporting options and tax saving opportunities.

Please follow #thesingingaccountant and check out #MusicalMondays
Feel free to connect and/or have a chat with me.

Jonathan Cohen 🎤

Freetrade

I work as part of the CASS team specialising in supporting Freetrade in achieving the goal of being CASS compliant.

Senior CASS Assurance Specialist

Ashurst

Specialist

Morgan Stanley

Infrastructure compliance Director

KPMG UK

Part of the CASS team at KPMG specialising in:

-CASS audits 
-CASS Consultancy 
- Client engagement 
- Business Development 
- Department Strategy 
- Project Management

Financial Services Assurance Services Consultant

Worked within the Commercial & Private Banking Audit team. Key areas of my role were:

-Supporting engagement teams in completing Internal Audits
-Undertaking: planning discussions, fieldwork activities and reporting activities 
-Supporting the team with Continuous Monitoring activities (e.g risk assessment and discussions with key stakeholders)

Auditor

Placement 1-September 2014-November 2014- Risk Appetite and Policy Decisioning

Within this placement, I was responsible for supporting a senior manager with the preparation of the Material Integrated Risk Assessment (MIRA) for credit risk. From this experience, I enhanced my project management skills.

I also made a presentation to the Risk Appetite team about how concentrated RBS is in commercial real estate and residential mortgages compared to its peers. From this experience, I developed my ability to made effective decisions from a wide variety of sources.

Placement 2-Environmental, Social and Ethical Risk, December 2014-April 2014

In ESE Risk Advisory, I prepared ESE assessments for customers operating within high risk sectors.This required me to do thorough due diligence on the company and ensure that all the environmental risks were covered. 

Within the role, I was also responsible for ensuring that the information provided in the tracker was updated. This enabled me to develop my organisational skills.

I also worked with my team to develop an ESE training programme to front line staff within C&PB. 

From this experience I learnt how to deal with different stakeholders within the organisation. 

Placement 3- Risk Assurance- April 2015-present 

In Risk Assurance, I have developed my ability to understand Credit applications. This is shown as I have supported reviewers with preparing information for the reviews. I have further enhanced my credit skills.

I have also supported staff members with ensuring that all relevant information is available for their reviews. This includes various tests and the information for the reviewers.

I have also made presentations for staff for various Risk Assurance events. This shows my ability to make presentations for different stakeholders.

I have exceeded expectations and have co-written a Risk Assurance Report on Findings with a senior manager. From this experience, I have further developed my report writing skills.

Graduate risk consultant

University of Birmingham

I am responsible for informing prospective students and parents about the benefits of attending University of Birmingham. I felt this opportunity has enhanced my ability to interact with different audiences and has also made me more confident speaking to people.

Student Ambassador

Barclays

I undertook an internship at Barclays where I was responsible for: updating the teams data base, recommending which companies the relationship directors should target for capital expenditure purposes and also wrote a credit paper for an EFW site. From this experience, I developed my ability to understand financial information and deal with different stakeholders at different levels of seniority. 

I also attended meetings with relationship directors and product teams about specific client prospects. From this experience, I further enhanced my networking skills. I was also part of developing an event for Barclays to further promote its new mobile app for corporates.

I also took part in a Dragons Den Challenge where I had to present an initiative to senior management for CSR purposes about how students can keep in touch with their mentors when they leave school. The organisation I collaborated with was called Think Forward which is part of the private equity foundation, which supports young people most at risk of being NEET by providing them with mentors. I learnt from this experience how to deal with different stakeholders and work in a team environment.

Product Consultant in Specialist Asset Finance

Royal Bank of Scotland

I was part of a team of 4 students who were responsible for fundraising for The Prince's Trust in the UK. I worked in the team and we undertook various fundraising tasks such as a cake sale on campus and also working with different people as well to raise funds. Our main event was selling samosas, onion bhajis and chocolate in the Pallasades shopping centre Birmingham. As part of my work, I learnt how to project manage and work in a team environment. Also, I learnt the importance of delegating responsibility all of which I can bring to my future career.

Indian Summer Challenge Programme

Google

I have been successfully choosen by Google out of 200 people to be part of a mentorship programme. This enables me to have a greater understanding of my career goals and personal development.

Mentorship Programme

Goldwins

•	At Goldwins, I undertook an audit for a major retail business in London. I was given the responsibility of completing the project within a short period of time.
•	I also shadowed a senior partner where I was able to see the kind of work they undertake on a day to day basis. This gave me a greater insight into the world of chartered accountancy.

Internship

A seasoned CASS SME currently working at Freetrade (winner of the Best Online Trading Platform) for the last 5 years!

My specialisms include:

-CASS Audits
-CASS Consultancy 
- People Management 
- Engaging with clients 
- Business Development activities 
- Mentoring

taplio

The Battle

Jonathan Cohen 🎤

Marianne Phillips

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