Meet The Team

We are only as good as our people. At Oaktree, we pride ourselves on recruiting staff in all positions who combine a high level of professional accounting, bookkeeping and taxation expertise with a true commitment to great customer service, approachability and friendliness. We are confident that every contact that you have with us will bear out our dedication to those aims. Here we are – meet the team that makes Oaktree great!

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Sarah Robinson

Director, MAAT

Sarah Robinson

Sarah is a fully-qualified member of the AAT, looking after client relationships. She ensures new and existing clients are completely satisfied with our services as well as overseeing accounts and tax work. Sarah is also responsible for managing the tax returns annual cycle for Oaktree Accountants and provides advisory support to clients on capital gains tax, national insurance, auto-enrolment and other related areas.

Lucy MacGinnis

Director, MAAT

Lucy MacGinnis

Lucy is a fully-qualified member of the AAT and holds a degree in Chemistry and Management Science. She works closely with clients providing business advise, support and guidance to a number of sole traders, partnerships and limited companies to assist in the day to day running of their business. Lucy specialises in finalising the year end of accounts and advising clients on corporation tax.

Amy Miles

Senior Accountant, MAAT, AATQB, Xero Advisor Certified

Amy Miles

Amy is a long-standing member of the Oaktree team, working closely with clients to ensure they receive an exceptional service. Over-seeing our junior accountants, she applies meticulous attention to detail to ensure their work is accurate. Amy prides herself on being able to work with every type of client, from limited companies to sole traders and partnerships and specialises in organising the monthly CIS returns. With a keen interest in tax, Amy excels at finalising the year end of accounts and completing client self-assessments alongside Sarah.

Vicky Pead

Senior Accountant, AATQB, Xero Advisor Certified

Vicky Pead

Vicky joined Oaktree in 2017 after previously working in a bank for 10 years, where she gained great knowledge of cash and reconciliation processes. Vicky primarily manages limited companies from incorporation to year end accounts. The bubbly character in the office, she excels at teaching other members of the team and is always happy to share her vast knowledge.

Danielle Green

Payroll Manager, Xero Advisor Certified, CPD Payroll Diploma

Danielle Green

Dannii joined Oaktree in 2018 with previous experience in the social sciences, bringing with her a BSc in Psychology and a MSc in Forensic Psychology. She manages our payroll department, ensuring clients remain compliant with HMRC and the Pension Regulator. She enjoys setting up new client payrolls and ensuring clients understand their duties as an employer. In addition to her daily bookkeeping tasks, Dannii teams up with Sarah and Lucy to create new marketing strategies to make Oaktree Accountants a household name.

Lisa Parker

Junior Accountant, Xero Advisor Certified

Conor Bennett

Lisa came to Oaktree with a history of front line customer service where she previously held the position of “Manager of First Impressions”. Working for a multimillion-pound food production business, Lisa was first point of contact and host for high-profile business professionals and clientele. Part of her role involved liaising with the finance team, bank reconciliation and overseeing transactions of Director accounts. This prompted her keen interest in the accounting sector and led her to studying for her Level 2 AAT qualifications. Lisa is interested in all aspects of accounting and is enjoying developing her skills and acquiring new knowledge. She finds it particularly satisfying being able to resolve discrepancies in order to see the account figures balance. Outside of Oaktree, Lisa enjoys going out for a run and likes to set herself various challenges such as competing in half marathons.

Domonique Harper

Office Manager, Bookkeeper, Xero Advisor Certified

Domonique Harper

Domonique is the warm, friendly introduction to our office and our clients first point of call when they contact Oaktree. She excels at ensuring the office runs smoothly, efficiently and remains organised. In addition to her bookkeeping duties, Domonique collates and submits the monthly MGDs and is the credit controller for one of our biggest clients. Domonique manages Oaktree’s own client invoices and is always available to help clients with any credit control queries.

Kirsty Jones

Office Administrator, Bookkeeper, Xero Advisor Certified

Kirsty Jones

As our office administrator, Kirsty operates our onboarding procedure and ensures Oaktree is authorised for all it’s clients. She is our clients’ first point of call for legislative queries and MTDS compliancy. Kirsty organises our team’s online training and enjoys helping the team when we have software related issues. In addition to assisting in daily bookkeeping, Kirsty completes client confirmation statements and organises the prompt return of paperwork to our clients.

Amy Bentley

Apprentice Accountant, Xero Advisor Certified

Amy Bentley

As our Apprentice Accountant, Amy is an invaluable member of our team and is always the first to offer her help. She thrives when working independently and applying what she is learning at college. Amy has built an excellent rapport with her own clients, getting involved in all areas of their accounts from bookkeeping to vat returns and year end checks. She most enjoys overcoming hurdles and investigating discrepancies when working through accounts. Completing weekly and monthly payruns, Amy has developed a great understanding of payroll and pension processes.

Jordanne Rowland

Payroll Administrator

Jordanne Rowland

Jordanne is our newest member of our payroll department. A wonderful new addition, she enjoys being organised and ticking things off her to do list. Having previously worked for a large well known Logistics company, Jordanne has experience processing payroll for employees, agency workers and third party self-employed couriers, adding individuals to multiple payroll software and approving/calculating holiday entitlements. Her bubbly nature means Jordanne is an instant hit with our clients, taking away the jargon from payroll and pension.

Cilla

Director of Shredding

Cilla

Cilla has been appointed our director of shredding! We’re currently assessing which accounting qualification is most suitable for her unique skills.

Meet The Team

Sarah Robinson

Director, MAAT

Lucy MacGinnis

Director, MAAT

Amy Miles

Senior Accountant, MAAT, AATQB, Xero Advisor Certified

Vicky Pead

Senior Accountant, AATQB, Xero Advisor Certified

Danielle Green

Payroll Manager, Xero Advisor Certified, CPD Payroll Diploma

Lisa Parker

Junior Accountant, Xero Advisor Certified

Domonique Harper

Office Manager, Bookkeeper, Xero Advisor Certified

Kirsty Jones

Office Administrator, Bookkeeper, Xero Advisor Certified

Amy Bentley

Apprentice Accountant, Xero Advisor Certified

Jordanne Rowland

Payroll Administrator

Cilla

Director of Shredding

Get in touch today to find out how we can help your business

FROM LITTLE ACORNS

TO MIGHTY OAKS

Shaking The Money Tree