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Training

With over fourteen years’ experience within the property management accounting sector, we are well placed to be able to offer training, seminars and workshop discussion opportunities, giving you the knowledge to respond to some of the key issues within the sector. These can be conducted face to face or virtually.

Our training services include

  • RICS Professional standards and guidance service charges in commercial property
  • RICS Client accounting regulations
  • Residential Service Charge reporting, including the statutory written summary of costs detailed in section 21 of the Landlord and Tenant Act 1985
  • Forward Funding, including
    – Definition of an accrual and a provision
    – Sinking funds, Reserve funds and Depreciation charges
  • Topical issues affecting UK real estate including
    – Turnover rents
    – Flexible leases and all-inclusive arrangements
    – Mixed use schemes

Our
Experts

Chris Dugdale
Partner
BIO
Chris has been with M+A Partners since 1992, becoming a partner in 1994. He trained and qualified as a Chartered Accountant with Moore Stephens in London, winning a national prize for his results in the professional examinations.

Chris is proud of the way the firm has managed to move with the times without losing its focus on a partner-led, professional service. "My partners and I have regular face-to-face meeting with our clients and we invite them to give us a call if they have any concerns between meetings. It's only by knowing our clients well that we can advise them well."

Chris is also:

Trustee of The Assembly House Trust; Trustee of Priscilla Bacon Lodge Support Group; Member of Norwich Cathedral Trust Committee; Treasurer of Blakeney and District Wildfowlers Association
EXPERTISE
  • Accounting Services
  • Personal Taxation and Private Client
CONTACT
Frank Shippam
Partner
BIO
Frank joined M+A Partners at the beginning of March 2008 having previously been an Audit Manager at PKF in Norfolk and Moore Stephens in Jersey.

Frank has over 20 years' experience of managing audits across a wide range of sectors and advising clients on technical financial reporting issues. “Whilst ensuring all compliance issues are addressed, we invest in getting to understand our clients to deliver advice that is practical and relevant to them.”

Frank has an ICAEW Diploma in Charity Accounting and considerable experience of advising not-for-profit organisations on technical and strategic issues. He has managed the audits of entities in the education sector, including Academies, and advised schools on their internal controls and procedures.

Frank is also a primary school governor and a trustee of the charity Break.
EXPERTISE
  • Accounting Services
  • Audit and Assurance
CONTACT
Sam Routledge
Manager - Property Management Accounting
BIO

Sam joined M+A Partners in December 2018.


Previously a Global Change Manager with over 10 years’ experience in property management accounting. Sam specialises in RICS-compliant commercial service charges and reporting on residential service charges in accordance with the relevant ICAEW Technical Release.


He has the experience to provide services towards turnover rents, car park income and expenditure, and head lease calculations. He can also deliver training across a wide range of topical property management issues.
EXPERTISE
  • Accounting Services
  • Property Management Accounting
CONTACT
OUR TEAM
Downloads

Publications

Property Management Accounting
Forward Funding Training