David Johnson

David Johnson FCA

Client Portfolio Manager

A brief introduction

I am a client portfolio manager at MHA Monahans. As part of my role, I focus on helping our clients comply with all the complex requirements of running their own business often for the first time, especially bookkeeping and tax matters.

I am a chartered accountant with many years of experience having qualified in 1992. I help my clients by taking away the stress of compliance matters, and provide them with the appropriate financial reports to enable them to grow their business.

Background

I trained at a local firm in Taunton after graduating from Cardiff University. I deal with a wide range of sectors including the medical profession, property, retail and start up businesses. I have a ‘hands on ‘approach and look to build long term business relationships with my clients.

I am married with three children and Treasurer for local charities and sports club.

Expertise

Medical consultants
Dentists
Buy to Let investors
Personal tax compliance
Limited company accounts
Bookkeeping systems

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