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Jo-Anne Haulkham BSc (Hons) FCA

Audit and Assurance Partner

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Jo-Anne Haulkham

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Qualifications

  • Fellow of the Institute of Chartered Accountants in England and Wales
  • BSc (Hons), Mathematics

Specialisms

  • Company statutory accounts preparation and audit, including manufacturing and distribution companies, property investment companies and IT companies.
  • SRA Accounts Rules inspections.
  • Accounts preparation and audit for company occupational pension schemes including final salary, money purchase, mixed scheme of all sizes.
  • Service charge accounts and flat management companies, including advising on the requirements of the ICAEW Technical Release 03/11 Residential Service Charge Accounts.
  • Preparation of solicitors’ accounts and related taxation advice.

Further information

has a diverse mix of clients spread across the UK.

Jo-Anne has extensive company accounts and audit experience, and her areas of specialist knowledge include advising the legal sector, occupational pension schemes, and residential service charge entities.

Jo-Anne is a member of:

  • PRAG (the Pensions Research Accountants Group)
  • ILFM, affiliate member (the Institute of Legal Finance & Management)
  • ICAEW Solicitors Special Interest Group
  • ICAEW Audit Faculty

Personal interests

Jo-Anne has a creative flair and her hobbies include lampworking, glass fusing, and stained glass, whilst listening to music!

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