Our Team

You are in safe hands!

Rest assured that whenever you need our advice, we are ready with the expertise to help you. Our team are trained, not only for important professional qualifications, but also as highly effective business advisers .

And to meet the growing need for digital/ cloud accounting our whole Team are qualified Xero experts too.


Managing Director

team member

Neil Ballard (FMAAT)
Managing Director
Describe your perfect work-life balance in 3 words:

Family, Holidays and Happiness

What film would you like to have starred in?

Leathal Weapon, I’d like blowing things up

Read More

Named the UKs Most Inspiring Accountant and featured in the book The World’s Most Inspiring Accountants for his dedication to helping clients grow and develop their businesses. Despite his ‘youthful good looks’, Neil has over 30 years of experience advising businesses throughout the UK. His proactive advice ensures that our full range of business clients continue to prosper through even the toughest times. A former WRU International Rugby Referee Neil applies the insights and principles from the pitch to great effect in business (without a whistle!). Off the pitch Neil has gained further expertise by training with some of the world’s leading business and marketing experts, including, Keith Cunningham, Tony Robbins, Michael Heppell and Peter Thompson.

Using this unique blend of skills and experience to quickly identify the challenges for business in any industry, he guides you to better performance. Ensuring you gain greater reward now, more time to enjoy it and the security of a prosperous future.

As an active member of the South Wales Chamber of commerce committee and through many years in business and sport, he has developed a very strong network of links with banks and financial institutions, to utilise fully for your benefit.

As a Dental and Health Care Specialist he has guided our dentists, doctors and pharmacists from university to practice ownership and management, right through to succession planning and retirement. At each stage ensuring they maximise opportunities to get the rewards their hard work deserves


Director & Senior Client Manager

team member

Sian Lloyd (ACCA)
Director & Senior Client Manager
Describe your perfect work-life balance in 3 words:

Flexibility, Success and Stress-free

What would you bring to a desert island?

Someone to talk to

Read More
Sian joined us as graduate 9 years ago and quickly qualified as a Chartered Certified Accountant. She is now an active member of the local ACCA committee. Through the last decade Sian has gained a reputation as a business development expert and also a dental specialist. She has been invited to speak on accountancy at several ACCA events as well as on business development at the 2015 Dentistry Live event in London. Sian became a company director on 1st November 2013.

 

Director & Senior Client Manager

team member

Johanna Evans (FCCA & CTA)
Director & Senior Client Manager
Describe your perfect work-life balance in 3 words:

Family,Holidays and Happiness

What would you bring to a desert island?

Dirty Dancing because it’s a feel good film

Read More
Joining her first practice straight from school 18 years ago, Johanna has trained from the grass roots up. After working in variety of practices she joined us as a Chartered Certified Accountant in 2010 and successfully completed her Chartered Taxation exams, taking over as our senior tax advisor and a senior client manager. Johanna is on the local Chartered Institute of Taxation Committee, where she keeps up to date with the latest tax trends. She also attends specialised tax courses to ensure that she gives the most proactive tax advice available. Johanna became a company director on 1st November 2014.

 

HR Director

team member

Janet Ballard (Associate Member CIPD)
HR Manager
Describe your perfect work-life balance in 3 words:

Happiness, Time and Success

What film would you like to have starred in?

Bewitched, because it would be great to make things happen simply by twitching my nose!

Read More
Starting off in an admin support role in 1996 Janet has shaped the systems which underpin the standards of expertise and service in the practice. She has acted as HR manager for the last 5 years, gaining her Level 5 CIPD associate membership in Human Resource Management along the way. She actively recruited the brightest, service orientated team possible, whilst providing them access to the professional training to complement this. Through this team focussed development programme, all our Client Managers are ACCA qualified, our Accounts Technicians are AAT qualified or ACCA part qualified and our payroll manager is Payroll Alliance qualified.

 

 

Payroll Manager

team member

Sharon Werrett (Payroll Alliance)
Payroll Manager
Describe your perfect work-life balance in 3 words:

Happiness, Family and Ambition

What would you take to a desert island?

My children

Read More
After flirting briefly with Tax, Sharon found her niche in payroll 14 years ago. As our in house Payroll guru her experience and excellent organisational skills have ensured that the busy department runs smoothly. Further enhancing these skills, with a Payroll Alliance qualification, Sharon keeps up to date with changes and really is the go to person for payroll advice.

 

Client Managers

team member

Rhys Davies (ACCA)
Client Manager
Describe your perfect work-life balance in 3 words:

Happiness, Stressfree and Flexibility

What film would you like to have starred in?

Oceans Eleven for the planning, the excitement and the money.

team member

Rachel Barry (ACCA)
Client Manager
Describe your perfect work-life balance in 3 words:

Family, Friends and Hobbies

Which famous person would you invite to a dinner party and why?

Sean Lock because it would be hilarious

team member

James Sullivan (ACCA)
Client Manager
Describe your perfect work-life balance in 3 words:

Family, Success, Contentment

What would you take to a desert island?

Golf clubs to practice my bunker shots

Read More

Rhys and Rachel are testament to the success of our graduate training programme. They developed their skills as Accounts Technicians whilst successfully undertaking their professional exams and gaining their ACCA qualification. Now fully committed to the standards and values of Lewis Ballard they have the expertise and experience to advise clients of their own.

James joined us as an ACCA qualified accountant after gaining over six years of experience in two other local practices. Being brought up in a family business he has a keen understanding of the issues small businesses face. He enjoys finding solutions to their problems and giving them the support they need to prosper and has quickly become a trusted adviser to his clients


Assistant Client Manager

team member

Hannah Simpson (ACCA)

Client Manager

Describe your perfect work-life balance in 3 words:

Ambition, Friends, Holidays

What is your favourite…

Food? Cheese & Onion crisps

Place? A snowy mountain

Read More

Graduating with a first class honours Degree in Accounting Hannah has quickly progressed through her professional exams and is now one of our Chartered Certified Accountants (ACCA). Hannah’s sharp brain, sense of humour and willingness to take on a challenge have seen her become an integral part of our team. Whilst providing exceptional service and support to a small portfolio of her own clients, Hannah also assists the directors by acting as a further point of contact for their clients too.


Senior Accounts Technicians

team member

Samantha Howells (AAT)
Senior Accounts technician
Describe your perfect work-life balance in 3 words:

Happy All Round

What is your favourite…

Food? Strawberries
Place? My Garden

Read More

With an abundance of technical experience in accounts, Sam is AAT qualified (Association of Accounting Technicians). The back bone of the Accounts production department, she gives training and support to the Accounts Technicians ensuring that the work they produce is technically accurate and up to our exacting standards
Over recent years Sam has become a Cloud Accounting expert and somewhat of a Xero Guru. So much so that she is invited to present on their behalf to local businesses. She’ll use this expertise to find bespoke cloud accounting solutions for your business and will provide the training and support you need to use it to your best advantage.

On top of this Sam also manages the practice workflow ensuring you receive your accounts on time every-time. One very busy lady


 

Accounts Technicians

team member

Mohammad Ali
Account technician
Describe your perfect work-life balance in 3 words:

Family, Happiness, Success

What was your favourite childhood programme?

Fresh Prince of Bel Air

team member

Zoe Waldock (ACCA)
Account technician
Describe your perfect work-life balance in 3 words:

Family, Happiness, Success

What is your favourite…

Food? Pancakes with maple syrup and berries
Place? New York

team member

Claire Erasmus
Account technician
Describe your perfect work-life balance in 3 words:

Career, Family, Happiness

What was your favourite childhood game?

Snakes and Ladder

team member

Rebecca Johnson
Account technician
Describe your perfect work-life balance in 3 words:

Family, Friends, Positivity

What is your favourite…

Food? Sunday Roast
Place? My parents’ house

team member

Ffion Clarke
Account technician
Describe your perfect work-life balance in 3 words:

Happiness, Stress-free, Holidays

What would you take to a desert island?

My phone

team member

Kojo Baisie
Account technician
Describe your perfect work-life balance in 3 words:

Flexibility, Happiness, Satisfaction

What is your favourite…

Food? Blueberries
Place? Sydney

team member

Katrina Roberts
Account technician
Describe your perfect work-life balance in 3 words:

Success, Happiness, Flexibility

What is your favourite…

Food? Chocolate
Place? Paris

team member

Shoaib Shafi
Account technician
Describe your perfect work-life balance in 3 words:

Family, Friends, Holidays

What would you take to a desert island?

Pizza

Read More

Our Accounts Technicians are the engine of the practice, all working hard to ensure that your accounts are produced to the highest standards on-time and ready as you need them.

Zoe and Mohammad are both qualified ACCA accountants, with Claire and Becki close behind them.

These experienced Account Technicians, provide all the friendly, day to day support on VAT and Bookkeeping issues you need. Give you training and support on Xero, assist our managers and guide and train our graduates


Graduates

Our bright young Graduate trainees are all progressing towards their professional status and also helping to address the gender balance!


 

Finance and Admin Team

team member

Johanna Dellay (AAT)
Finance & Admin Supervisor
Describe your perfect work-life balance in 3 words:

Family, Friends and Success

What would you take to a desert island?

My mobile phone

team member

Alice Thomas (BA History)
Business Administrator & Marketing Assistant
Describe your perfect work-life balance in 3 words:

Family, Friends, Happiness

Who would you invite to a dinner party?

Jamie Oliver, because he could cook the dinner!

team member

Karyn Williams Jones
Customer Liaison Officer
Describe your perfect work-life balance in 3 words:

Healthy, Happy, Family

What did you want to be when you grew up?

A singer/dancer in the West End

Read More

The welcoming face Lewis Ballard is our finance/admin team, who are always delighted to provide any support you require. Johanna manages our finances and can help with any payment queries. She also maintains the systems that run the office and will happily help with any service issues you have. Alice is our business administrator and marketing assistant. She keeps you posted with upcoming events and the latest advice and Karyn, after years of customer service experience is ready to welcome you and make any visits and phone calls a pleasant and worthwhile experience


 

Payroll Support Officer

team member

Olivia Robinson
Payroll Support Officer
Describe your perfect work-life balance in 3 words:

Family, Ambition, Happiness

What would you take to a desert island?

My best friend

Read More

Olivia is our youngest team member, although don’t let her age fool you! She quickly established herself as a competent and capable payroll assistant. Out-shining many experienced payroll ‘experts’. A extremely bright, lively team member, Olivia’s consistently high levels of accuracy, patient friendly support and maturity have won the trust of our payroll clients. Olivia is currently studying towards her professional payroll qualifications and everything indicates that she has a long and successful career ahead of her.