Meet The Partners

Tony Dalby, TD, FCA.
Director
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What can I do to help you?
 
I am the Director and a client manager here at Sykes Dalby & Truelove Ltd.
I have spent 42 years in practice helping clients to improve their businesses and realise their potential with the aim of achieving a better quality of life!
 
My expertise:
 
  • Profit improvement and business development
  • Accounts and compliance
  • Auditing
  • Probate
  • Business and personal tax
  • Customer relations
  • Mergers and acquisitions
  • Use of software and technology as a business aid to streamline procedures and make being in business fun!
My role in the business
 
I have two roles at Sykes Dalby & Trulove. The first is to ensure we are delivering our principal services such as year-end accounts and tax compliance. This includes hands on preparation but also comprises of supervising and providing training and support to our teams here. I am ultimately responsible for ensuring our work is of the highest standard.
My second role is that of Managing Director and as such, I am responsible for setting out the goals and strategic targets for the firm along with doing everything else a small business owner has to do!

3 Fascinating Facts about me 
 
  • I ran three marathons in 5 days including Snowdon, Scafell and Ben Nevis as part of a Territorial Army team taking part in the Three Peaks Yacht race
  • I play guitar & still sing in at least two bands/duo’s
  • I really love my blue 2002 MGF sports soft top car

 

Teresa O’Neill, FCCA
Senior Client Manager
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What can I do to help you?
 
I can help you with your management accounts or year-end financial statements, whether you are a small sole trader or a large limited company.  I can also answer any bookkeeping, VAT or accounting software related queries you may have.
 
I have considerable audit and accounting experience having worked within the profession for over 15 years, and can assist clients in the implementation of accounting systems to suit their specific needs.
 
What do I do at Sykes Dalby & Truelove Ltd
 
I qualified as a Certified Accountant (ACCA) in 2006, and joined SDT in December 2015.
I am a Senior Client Manager which means I act for a portfolio of varied clients. This could vary from dealing with an incoming telephone call to holding an accounts review meeting with a customer.
I provide support and help train the accounts and bookkeeping team members, who prepare the year end accounts, corporation tax returns and personal tax returns.  I am also available to help clients or the team with any VAT, bookkeeping and accounting queries.
 
3 fascinating facts about me
 
  • I have climbed the Sydney Harbour Bridge
  • I have been swimming with sharks
  • I have never watched Star Wars

 

Katy Dalby, FMAAT, BA (Hons)
Senior Audit & Accounts Manager
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What can I do to help you?
 
I have spent over 10 years in accountancy and have a very wide range of knowledge, so I can help you with most queries regarding your bookkeeping, accounts or tax. I can also assist you with any accounts-software related issues you may encounter.
 
What do I do at Sykes Dalby & Truelove Ltd
 
I joined SDT in November 2010 after graduating from university and I oversee, and am part of, the team that prepares management accounts, year end accounts, corporation tax returns and personal tax returns.  I also provide support and training to the team where appropriate.
I have day-to-day contact with a varied portfolio of clients and can help with any arising VAT, bookkeeping and accounting issues.
With my in-depth knowledge of (and experience using!) accounting software, I can also help you choose the right software package for your business, whether it’s using traditional packages such as SAGE 50 or moving to a cloud based provider such as Kashflow.
I am AAT qualified and I am currently studying to become a Chartered Accountant with the ICAEW.
 
3 fascinating facts about me
 
  • I have my RYA level 2 dingy sailing qualification
  • I have a BA (Hons) degree in History
  • My favourite thing is curling up with a good book and a glass of red wine

 

Ronnie Macnab
Tax Manager
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What can I do to help you?
 
I can help you with all aspects of personal tax including completion of tax returns whether you are a small sole trader, partnership or director of a limited company. Having been in personal tax since 1989 I have experience of a broad scope of subjects including let properties and capital gains tax.
I am also the main point of contact on Payroll and Auto-enrolment issues within the firm.
 
What do I do at Sykes Dalby & Truelove Ltd
 
I joined SDT in April 2002 and I am the main tax client manager assisting with clients day-to-day queries on all tax related subjects. This can vary from dealing with incoming phone calls and emails to face to face meetings or even providing home visits where required.
Over the years I have developed a good knowledge of all clients and their connected businesses. I will calculate any tax liabilities and advise you of any planning that can be done to limit your liability. I can also take the responsibility of dealing with your tax problems and can liaise with HMRC on your behalf ensuring that you keep within the deadlines.
In addition, I manage the payroll department which now includes the compliance minefield of Auto-Enrolment for Pensions. We run all types of payroll from the one-man-bands upwards and aim to provide a stress free service, which is as flexible as required, whilst keeping within the strict deadlines.
 
3 fascinating facts about me
 
  • I am married with 4 boys - They keep my wife and I very busy!
  • I am a (retired) amateur footballer and rugby player and I now enjoy watching all sports from the side-line. I also occasionally have to step up to referee the mayhem of kids’ football.
  • As a child I was Head Chorister with Paisley Abbey Boys Choir and have sang with the choir on various TV and radio shows and on two LP’s.

 

Stephanie Joines, MAAT
Client Manager
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What can I do to help you?
 
I can help you with your periodic management accounts or year-end financial statements, whether you are a small sole trader, partnership or limited company.  I can also answer any bookkeeping or VAT related queries you may have.
 
What do I do at Sykes Dalby & Truelove Ltd
 
I joined SDT in November 2014 and I am part of the Accounts and Bookkeeping team that prepares records to VAT submission and return, management accounts, year-end accounts and corporation tax computations. I am also the company’s ‘social secretary’!
I manage a varied portfolio of clients and deal with their needs on a day to day basis.  I also help customers with any arising VAT or bookkeeping issues and I have knowledge of various bookkeeping software packages such as SAGE 50, Kashflow and Quickbooks.
I am AAT qualified.
 
3 fascinating facts about me
 
  • I love spending time with my horse ‘Lollipop’ and going for gallops across the Downs
  • I used to be a childminder
  • I recently rescued a lovely dog called Ace
 
 
Tracy Buckeridge
Office Manager
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What can I do to help you?
 
I am the person you will probably speak to if you call us or just pop into the office. I will take your messages for team members, book your meetings and manage all the accounting records to ensure they are booked in with our team correctly.
I can also help you with any queries you might have when using online bookkeeping software such as Kashflow and I manage the preparation and submission of Confirmation Statements.
I’ve have also recently started training as a Payroll assistant 
 
What do I do at Sykes Dalby & Truelove Ltd
 
I joined SDT in June 2014 and I am the Office Manager.  I am responsible for HR and Health & Safety in relation to all employees and ensure that the office runs smoothly. I support the team with all the secretarial duties including dealing with incoming and outgoing correspondence.
I am also part of the Payroll Team, helping clients set up and run their Autoenrolment schemes.
I am IOSH qualified.
 
3 fascinating facts about me
 
  • I love spending time in my garden, growing fruit and vegetables
  • I have flown a small aircraft
  • I was once a budding ballerina

 

Caroline King
AAT level 3
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Tel:
 
What can I do to help you?
 
I am part of the Accounts Team at Sykes Dalby & Truelove Ltd. I prepare accounts, tax computations, deal with monthly CIS returns and submissions. I am happy to help you with your suppliers and customers invoices as well as your bank reconciliation.
 
What do I do at Sykes Dalby & Truelove
 
I joined SDT in November 2012 and I am currently studying my last year of AAT to become an Accounting Technician. I prepare sole trader, partnership and limited company accounts to review standard, which will then be passed to your Client Manager ready for your meeting with them.
I also complete bookkeeping, management accounts and VAT returns.
 
3 fascinating facts about me
 
  • I am a French native with Italian heritage and speak three languages
  • I am a mum of three amazing human beings
  • I am gluten free and love baking

 

Carol Shacklock
Payroll Administrator
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What can I do to help you?
 
I will be able to assist you with any payroll related queries that you may have, and I can help keep you up to date with government legislation including the set up and management of Auto-enrolment Pensions.
 
What do I do at Sykes Dalby & Truelove Ltd
 
I joined Sykes Dalby & Truelove in 1994 as Secretary to Robert Sykes and then later became the Camberley Office Manager.  Originally part of my job was to type out all the accounts by hand before the advent of computer accountancy packages!
My current role has evolved to be part of the Payroll Team producing payrolls on a weekly and monthly basis including calculating Holiday Pay, Child Tax Credit, Cycle to Work Schemes, Bonuses and more recently, Auto-enrolment Pension Schemes. 
 
3 Fascinating Facts about Me:
 
  • I enjoy socialising with my family and friends
  • I was once a Taxi Driver
  • I chatted with Prince Edward at the Commonwealth Games in Canada.
 
 
Daniel Joyce,
Trainee accounts assistant
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What can I do to help you?
I am part of the account and bookkeeping team at Sykes Dalby & Truelove. I am currently studying to become an Accounting Technician (AAT) with BPP
 
I can help you with the day to day bookkeeping side of accountancy and I can answer any queries you may have regarding your record keeping and VAT return preparations.
 
What do I do at Sykes Dalby & Truelove Ltd
 
I joined SDT in October 2016 and I am part of the team that runs the day to day record keeping systems and prepares year end accounts for clients.
I fulfil the bookkeeper function for various companies. This includes using computerised systems to maintain accurate accounting records, reconcile bank accounts and culminates in the preparation ad submission of quarterly VAT returns.
I particularly enjoy helping customers with bookkeeping related issues and I can help with any queries on software data input. I can also help guide you when choosing and implementing an accounting software package for your company. Whether it’s using traditional desktop packages such as Sage 50 or moving to a cloud based provider such as Kashflow or Quickbooks, getting the initial set up right is vital.
 
3 fascinating facts about me
 
  • I studied Business Studies and ICT at A Level
  • I play Tennis and enjoy a variety of sports
  • I went travelling in Australia
 

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Contact Us

63 High Street
Hurstpierpoint
West Sussex
BN6 9RE
Phone: 01273 831160
Email: info@sdt-accountancy.com

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