I am a chartered accountant who started my career in a global accounting firm. I then started an accounting business and have a practical understanding of the challenges small business owners face. I am passionate about making accounting easy to understand and exciting. I work relentlessly to make sure my clients are getting the best possible service and proactively ensure things are set up as best they can be. I work closely with my clients as their business adviser; to ensure they have a sounding board to make decisions and a clear strategy to follow.
Alongside being a chartered accountant I am a business mentor with Business Mentors NZ and also a member of the institute of directors. I sit on advisory boards for my clients as well as an external board.
Outside of work I am always planning something and utilising my excel skills to organise a travel adventure of some kind. I keep busy with my two little dogs, a Toy Poodle x Pomeranian and a Griffon x Maltese. You will find me competing in the next crossfit event I can find as I am always striving to challenge myself.
My Three Golden Rules
- Write your goals down.
- Surround yourself with the right people to support you on your journey.
- Always set aside your tax money!
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.
Business Must Do’s Before the End of the Financial Year
As the end of the financial year approaches on 31 March 2023, there are a few things to take a look at to ensure you are prepared. We’ve built a checklist of reminders to make sure that you don’t miss a step.
Activate Tāmaki Makaurau – Business Advisory Grant
In the last couple of years, the Covid lockdowns have impacted Auckland’s small businesses greatly, this has left many business owners out-of-pocket and unsure on what to do. The Activate Auckland Business Advisory Grant aims to support Auckland’s small businesses in their recovery from Covid.