Matthew Davies

Name

Matthew Davies

Location

Wales

Key Specialism

Business & Financial Planning for Diversification, Accounting & Bookkeeping

Sector

  • Farm Diversification into
  • TourismHospitality
  • Food & Drink

Why are you an effective Advisor?

  • Matthew has been involved within the hospitality sector throughout his career and more recently has provided consultancy for many Welsh businesses in this sector. Roles within the industry have ranged from being a chef to financial management of a large country estate acquisition.
  • As a business consultant, Matthew provides business and financial planning to clients to access funding, provide support for planning applications, scenario planning and business feasibility assessments.
  • Matthew has successfully consulted on, and helped launch a number of new start client businesses such as wedding venues, farm shops, glamping & holiday lodge parks, barn conversions and horticulture enterprises.
  • Matthew has a strong finance and administrative background, including experience within key farm diversification sectors such as food & drink, hospitality, and tourism allowing him to provide clients with key financial business drivers such as product costing, capital development planning, business structures and taxation.
  • Trading as an AAT licensed accountant since 2014, Matthew is currently licensed to provide financial accounting & accounts preparation for sole traders and partnerships, corporation tax, payroll, budgeting and forecasting, business income tax, bookkeeping, personal income tax, value added tax, management accounting, computerised accountancy systems and financial accounting & accounts preparation for statutory purposes.

Qualifications/Achievements/Experience

  • AAT Fellow Membership (FMAAT)
  • AAT Bookkeeping Membership (AAT QB)
  • AAT Licensed Accountant in Practice
  • CIMA Certificate in Business Accounting (Cert BA)
  • Diploma of Higher Education in Computing and IT

Top Tip/Quote

“Be proactive on seeking accountancy advice for your business –the business structure and procedures implemented early into the business can have long term benefits!"