Sarah Case

Sarah, a practising Chartered Accountant, based in our Newport and Monmouth offices, is dedicated to providing owner managed businesses with sound financial and strategic business advice to ensure continued and profitable growth.  Sarah and her team advise our clients on key management information including management accounts and annual financial reporting matters, providing value added advice to assist clients in understanding their business.

Sarah also leads our successful Charities specialism and acts for a considerable portfolio of our Charity and Not for Profit clients. She leads our team in Cardiff, Newport and Swansea in providing high level compliance with common sense solutions.  Sarah was one of the first Chartered Accountants in Wales to hold the ICAEW Diploma in Charity Accounting (DChA) which recognises the highest level of expertise in charity finance and administration. Sarah’s experience and knowledge is evidenced by the achievement of the ICAEWs DChA. Service and expertise by Sarah and her team is also evidenced by outstanding annual results in an external charity audit survey.

Sarah’s experience particularly focuses on accounts preparation for all types of SME, Management accounts, Strategic planning, Incorporation and registration and general advice for SME’s. She also has experience in Charity Audit and independent examination, charity Governance and related issues, Charities and trading entities, Specialist advice for all areas of the third sector and Proving advice to clients in the Agricultural sector.