Jan 2020 – Mar 2024 · 4 yrs 2 mos · San Francisco Bay Area

• Bourkehood is a specialist R&D Consultancy that combines industry-specific domain knowledge with financial expertise to help startup SMEs to Large Global Organizations attain innovation funding.
• We have helped clients reap success in obtaining R&D Grants and early stage investor tax concessions.
• Get answers to your R&D Tax Credit Questions: https://bourkehood.com/services/rd-tax-credits/
• Claim back up to 43.5% of your R&D costs.
• Explore your next steps with a free 30 minute no-obligation call with a Pattens R&D Tax Consultant
• Sectors we serve include (and not limited to):
• Financial Services
• IT/Software
• Cryptocurrency
• Banking/Insurance
• Data Analysis
• Mechanical Engineering
• Civil Engineering
• Aerospace
• Manufacturing

May 2018 – Apr 2019 · 11 mos · London, United Kingdom

• SME Gov Capital is a specialised research and development (R&D) Innovation Funding Consultancy. We help UK companies across all sectors grow!
• R&D Tax Credits is our speciality. With the combination of technical expertise and financial tax consultants who specialise in R&D, we are able to provide a robust efficient service while priding ourselves on compliance.
• We offer a free 30 minute consultation with one of our consultants to identify potential areas and costs you may be able to claim through the scheme.
• We combine our specialist knowledge of R&D tax credits with a real passion, enthusiasm and energy for helping innovative businesses fund their growth.
• Services
• Tax optimisation,
• R&D Tax Relief,
• Patent Box,
• R&D Grants
• Sectors include (and not limited to):
• Financial Services
• IT/Software
• Cryptocurrency
• Banking/Insurance
• Data Analysis
• Mechanical Engineering
• Civil Engineering
• Aerospace
• Automotive
• Nautical
• Aviation
• Manufacturing

Feb 2016 – Apr 2018 · 2 yrs 2 mos · London, United Kingdom

• Leyton is the UK's largest independent expert consultancy in innovation. We help to improve company performance through Research and Development (R&D) Tax Relief and Credits, R&D Grants, IP support, and Patent Box and also provide HR Advice and Employment Legal Services.
• The Leyton team includes highly qualified tax professionals, lawyers, scientists, engineers, accountants, and consultants. This allows us to work seamlessly in all sectors, with an understanding of the challenges unique to each specific sector.
• Leyton’s proven methodology is designed to help leaders make distinctive, lasting, and substantial improvements to the performance of their organisations. The firm has more than 7000 customers, served from 17 offices, and works with a range of companies from start-ups to multi-national organisations.
• Follow us on:
• https://twitter.com/LeytonUK
• https://www.facebook.com/LeytonUK
• Specialties
• Tax optimisation, R&D Tax Relief, R&D management, LLP Structures, ATL (Above the Line) Tax Credits, Patent Box, R&D Grants, and VAT Audit

Feb 2014 – Mar 2016 · 2 yrs 1 mo · Sydney, Australia

• My responsibilities include;
• Take ownership of all customer requests and issues and follow through to ensure customer satisfaction.
• Provide Life Insurance solutions to our existing bank clients and new direct clients.
• Measured and rewarded for sharing best practice, meeting targets, receiving positive customer ratings and strong referral activity.
• Manage relationships with referral partners and stakeholders across Financial Planning, branch networks, underwriting and business leaders.
• Comply to and remain up to date with RG146 and industry compliance, policy and legislative standards.

Sep 2011 – Feb 2014 · 2 yrs 5 mos · Sydney, Australia

• Duties: Preparing financial analyses for clients, including retirement
• analysis, estate planning analysis, education funding analysis, stock
• options analysis, and risk management needs analysis
• All aspects of pre-client meeting activities such as preparation
• of meeting agendas, client paperwork, Investment Policy
• statements, asset allocations as well as post-client meeting
• tasks such as develop meeting notes, perform financial situation
• analyses, and coordinate planning implementation with outside
• professionals if necessary
• Continuously monitor clients’ financial situations with detail and
• accuracy
• Be able to keep up and learn things quickly in a fast paced
• environment and effectively manage regular changing of
• priorities.

Jan 2011 – Sep 2012 · 1 yr 8 mos · Newcastle, Australia