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 Group. 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!
MA (Hons), BBS, GradDipBus, CPA (Aust), ACMA, MInstD.
Helen came to us after working in a commercial role with a company that trades in foreign exchange and gold bullion. Helen specialises in compliance, particularly compiling annual accounts and tax returns for our clients and is studying towards her chartered accountant qualification. Helen graduated from Unitec Institute of Technology in 2013. She is very experienced with Xero, MYOB and Vend point of sale software.
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 and monthly management reports.