Steve Bolton ACCA


My role at Synergee is a client manager. As part of this role I have a diverse portfolio of clients ranging from those with a simple need of a self-assessment tax return to groups of companies requiring frequent advice as well as accounting and taxation compliance.

I am the main point of contact for my portfolio meaning clients can contact me whatever the query and I will manage the response. I also oversee the efficient delivery of the various services we provide, liaising with colleagues where necessary. I started in accountancy in 2002 after studying both maths and accounting at college. I commenced his professional exams in 2004 and qualified as a Certified Accountant in 2008. I then became a manager of a large and diverse client portfolio in my previous firm before moving to Synergee in 2010, where I have gained further experience in managing client’s needs. My experience has given me a great understanding of the issues facing all types of businesses predominantly in the small and medium enterprise range, along with dealing with self-assessment returns for individuals.

Personal interests include going to the gym and spending time with my young family and friends. I also enjoy attending various networking and marketing events.