Experience

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  Totara Hospice

  • Auckland, New Zealand

  • Finance Manager

    • Feb 2022 - Present
    • Auckland, New Zealand

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  DM ACCOUNTING SERVICES LIMITED

  • Auckland

  • Accountant & Business Consultant

    • Aug 2012 - Present
    • Auckland

    I am Qualified Accountant with over 30 years of experience, who also provides Xero Training, MYOB Training and Business Consulting. I am based in Auckland and work with clients New Zealand wide.Preparation of client’s monthly accounts, reporting and Key Performance Monitoring Preparation of client’s Annual accounts including Non for Profit Preparation of client’s Tax returnsIRD requirements, PAYE, GST, FBT and RWTLiaison with funding organisations Clients ACC management requirementsFinancial Forecasting/Budgets and Financial PerformanceProvisional and Terminal Tax calculationsStaff Training – Internal & ExternalClient LiaisonBusiness management and system reviewsManage workflowPayroll Management, including HR requirements both internally and ExternallyDue diligenceSoftware and systems training

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  Ranfurly Care Society

  • Auckland, New Zealand

  • Contract Accountant

    • Jul 2018 - Dec 2021
    • Auckland, New Zealand

    Preparation of client’s monthly accounts, quarterly and annual account reporting and Key Performance Monitoring to BoardPayroll ManagementPrepare annual accounts and balance sheet reconciliations for AuditPreparation of annual Budget/Forecasting/consolidationsStaff Training Contractual reporting to MOH and MSDPart of the team in the implantation of new database system

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  Selwyn College – Night School Community College

  • Auckland, New Zealand

  • Xero Tutor/Trainer

    • Aug 2014 - Dec 2016
    • Auckland, New Zealand

    Run 6 weekly training course of accounting software – XeroLiaise with the students – mainly new business owners, with setting up systems and requirementsGeneral guidance on starting a business Prepare coursework and how to guides for community participants

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  KDB Charterted Accountants Limited

  • Auckland, New Zealand

  • Senior BAS Manager

    • May 2006 - Aug 2012
    • Auckland, New Zealand

    Senior Manager to 2 PartnersOver see the Practices’ Administration staffClient internal reviews, system management and implantationPreparation of client’s Annual accounts Preparation of client’s Tax returnsIRD requirements, PAYE, GST, FBT and RWTLiquidation managementFinancial Forecasting and Financial PerformanceProvisional and Terminal Tax calculationsStaff Training – Internal & ExternalClient LiaisonPreparation of client’s monthly accounts, reporting and Key Performance Monitoring Manage workflowPayroll Management, including HR requirements both internally and ExternallyDue diligence3 FTE Reports

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  PRIME DISTRIBUTORS LIMITED

  • Accountant/Admin Manager

    • 2000 - 2006

    Management accounts and Key Performance MonitoringPrepare Balance Sheet Reconciliations for Annual AccountsHR and PayrollFinancial Forecasting and Financial PerformanceCost Analysis & Stock ManagementIRD requirements, PAYE, GST, FBT and RWTManage Administration staff - 6 FTE ReportsStaff TrainingPerformance ImprovementDue diligence JDE Software