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. 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.
There was always one thing that bugged me about the traditional accounting firm model. Most accountants focus on compliance – that’s preparing annual accounts that tell you what happened last year and how much tax you owe. Yet most small and medium business owners I spoke to wanted to know what should happen this year. And next year. And the year after that. I figured that we should offer a partnership model. We would still prepare annual accounts and GST returns but we would also spend regular time with clients talking about building their business.
That would mean regular meetings to discuss anything from tax planning to goal setting. We would help our clients select the best technology to really drive efficiency and become a trusted adviser in recommending the cloud based solutions to achieve that. To make sure that we were meeting the needs of a smaller firm we would offer monthly fees so there would be no nasty surprises.
With all that in mind, I formed Generate Accounting in 2012. 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 an accountant who has got your back and understands more than numbers, 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!
We were thrilled to be recognised as the Small Practice of the Year at the 2019 Xero Awards.
Oh, and the qualifications thing? I’m a Fellow of CPA Australia, one of the world’s largest professional bodies for accountants, a Chartered Management Accountant and a member of the New Zealand Institute of Directors. I hold a Masters degree in Management, specialising in strategy and change, a BBS in Accountancy and a Graduate Diploma in Business (Administration). I also have a Masters in Politics, just to prove that I never thought I’d be an accountant!
MBS (Hons), MA (Hons), BBS, GradDipBus, FCPA (Aust), ACMA (UK), MInstD.
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. She is a certified in Xero payroll.
Deidre is a Xero certified advisor and is also a Xero certified payroll expert.