Operator notes

Heelan Associates are a team of Waterlooville based business accountants, book-keepers and payroll people working with owners ranging from start-up to £10 million turnover.


The team have a wide variety of skills, accreditations and professional body memberships including:

  • Memberships to chartered accounting bodies (ACCA)
  • Memberships to other professional accounting and tax bodies (AAT, ATT)
  • Memberships to payroll professional bodies
  • ‘Gold’ Xero Certified Advisors
  • ‘Elite’ level QuickBooks Online Advisors

Our role is to:

  1. Identify the requirements of the visitor and confirm if they are an existing client (if so, direct them to email in as per Script Steps)
  2. Answer any questions about Heelan Associates 
  3. For new clients, take details and book a discovery call via calendly (or raise as a lead if the visitor does not want a call)