Sam Wood

Sam Wood

Client Portfolio Manager

A brief introduction

I am one of the client portfolio managers in the Bath office, working closely with Partner Laura Green to ensure our clients receive excellent service and advice.

Background

Following the completion of my History degree from the University of Birmingham in 2014, I entered the accountancy industry in Bath where I was fortunate enough to work for my father’s successful local practice – O’Hara Wood. During my time there I was given the opportunity to work in accounts, audit and tax departments which enabled me to gain a wide variety of expertise within the accountancy profession.

I was also fortunate to be involved in the successful merger with Monahans in 2016, where I completed my ACA qualification and was given the great opportunity to work in a senior management role. Alongside working in the Bath office, I also make visits to our Melksham and Trowbridge offices.

In my spare time I am an avid sports fan, musician and pub quiz enthusiast. I am also the Monahans representative for the Bath Young Professional’s Committee which involves organising events for local business firms and fundraisers for local charities.

Expertise

Accounting services for owner managed businesses/SMEs
Bookkeeping
Business tax compliance
Management accounts and VAT Returns
Personal tax

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