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The corporate world gets blamed for a lot these days, but there’s no doubt that the systems and processes they use can have a really big impact on small businesses. After all, big businesses got that way because they were once really successful small companies.
Most accountants focus on compliance – that’s preparing annual accounts & tax returns – that tell you what happened last year.
Yet most small and medium business owners we spoke to wanted to know what should happen this year. And next year. And the year after that.
So we figured that we should work with our clients throughout the year and help them position their business for success. Whether it’s growing revenue with sales & marketing, planning for tax, employing staff or regular mentoring and coaching, we can help.
We’re a dedicated team of business specialists who have a vision of transforming businesses. So, if you are committed to growing your business and would like to work with accountants that have your back and understand more than numbers, we’d love to meet you and listen to your plans for the future so we can get your business running at full throttle.
We were thrilled to be recognised as the Small Practice of the Year at the 2019 Xero Awards.
MBS (Hons), MA (Hons), BBS, GradDipBus,
FCPA (Aust), ACMA (UK), AGNZ, MInstD.
I wasn’t going to be an accountant. I spent the first fifteen years of my career in the corporate world specialising in sales and marketing. I always knew that I didn’t want to be part of the corporate machine for the rest of my life but what to do? Leather doesn’t suit me, so buying a Hog was out of the question. So I retrained as an accountant. Which is not as much less “zoom-zoom” as you might think.
I wanted to help small and medium businesses grow into bigger businesses like the ones I’d been running and accountancy allows me to do that.
That means we offer regular meetings to discuss anything from tax planning to goal setting. We help our clients select the best technology to really drive efficiency. We act as a coach and mentor, helping clients to avoid some of the pitfalls in business. To make sure that we are meeting the needs of a smaller firm we would offer monthly fees so there would be no nasty surprises.
BBus, BBE, GradDipBus
Chessie joined us after a highly successful career in commercial businesses, both in New Zealand and China. She has worked in the recruitment, aviation and information technology sectors. Chessie has a deep knowledge of budgeting, cost/benefit analysis, forecasting and capital raising. She is an expert in stock control and inventory systems. These skills are vital for growing businesses.
Chessie loves to help clients really understand the reasons for their business performance and helps then drive growth in their business.
In her spare time, Chessie likes singing, swimming and travelling to new destinations.
Chessie holds a Bachelor of Business (Accountancy) degree and a Graduate Diploma of Business from Auckland University of Technology. She has a Bachelor of Business English from the prestigious Fudan University in Shanghai.
Deidre spent a large part of her career in South Africa, working for large manufacturers in accounting roles. Deidre is passionate about accounting and loves building client relationships to help businesses succeed.
She enjoys working with numbers with responsibilities for bookkeeping, GST & taxation returns, Companies Office returns and monthly management reports.
Deidre is a Xero certified advisor and is also a Xero certified payroll expert. She loves to help clients learn how to use Xero and solve complex payroll problems for them.
Sharon came to Generate Accounting after several years in the IT & tourism sectors, working very closely with customers and management alike.
She loves detail and gets a kick out of ensuring that accounting records are complete and accurate.
Sharon has a Master of Professional Accounting degree from AUT and a Bachelor of Human Resource Management.
In her spare time, Sharon likes to spend time with home renovation. She is also an avid gardener, having designed her own garden with fruit trees, flowers and vegetables.
I’d love to buy you a coffee and listen to your plans for the future so we can get your business running at full throttle. Zoom, zoom!
Let’s get started:
All enquiries are confidential. We will endeavour to get back to you within 24hrs.