In 1991 Jo joined Jackson Fox Chartered Accountants, Jersey and in 1995 she joined Baker Homyard Chartered Accountants Jersey as it was formed. In 2000, she became a partner of Baker Homyard Chartered Accountants (the predecessor practice of Abaris Chartered Accountants) and director of Cavendish Fiduciary (Jersey) Limited (under its former name of Plectron Trust Company Limited).
In 2008 Jo moved to BDO Jersey and then in 2011 joined Moore Stephens Jersey. In 2019 Jo returned to Abaris Accountancy Limited as a director and Cavendish Fiduciary (Jersey) Limited
Jo has over 25 years’ experience working within the finance industry in an accountancy, tax and audit environment.
Jo has worked closely with a variety of local businesses of all sizes, both regulated and non-regulated, with clients in hospitality, retain, construction, investment, medical, charity and property holding sectors. She assists them with whatever their needs (year-end accounts, bookkeeping, management accounts, tax advice, payroll, social security and ITIS returns, GST returns, budgets, purchase ledger, sales ledger, company formation, business valuations, business plans). Jo has experience in business valuations, investigations and advisory work.
She has a strong knowledge of assisting new business set ups, in helping them get established and with the various licences and other regulatory requirements that need to be fulfilled. She has experience with a variety of accounting software (including Quickbooks and Xero).
She advises clients on both their personal and corporate tax affairs. She has a good tax knowledge and experience in assisting clients with Jersey personal taxation and keeps up to date with all Jersey fiscal changes.
In 1990 Jo graduated from Oxford Brookes University with a degree in Languages for Business. In 1997 Jo was admitted as a Member of the Institute of Chartered Accountants of England & Wales. In 2015 she was admitted as a member of Institute of Directors and as a Fellow of the Institute of Chartered Accountants of England & Wales. In 2016 Jo completed the Management Development Programme, City & Guilds of London Institute.