Experience

• 

  Leonard Knight Limited

  • Senior Accountant

    • Jul 2015 - Dec 2019

    Business advisory services, accounting & taxation.

• 

  Paul Martin Chartered Accountant Limited

  • Pakuranga, Aucklaand

  • Chartered Accountant / Associate

    • Apr 2010 - Aug 2014
    • Pakuranga, Aucklaand

    From August 2013 my role was to fully support the Director in the day to day running of the Practice and ensure quality outputs were delivered by the team and high client satisfaction levels were maintained. From April 2010 to August 2013 I was responsible for providing efficient and effective professional services delivered to the highest standard of expertise and integrity. Specific work performed included but was not limited to the preparation of all types of taxation returns, financial statements, budgets and projections, management accounting, minutes and other documentation in respect of companies and trusts, advising clients on all manner of issues including restructuring and taxation, reviewing of other team members outputs and staff training.Paul Martin Chartered Accountant Limited began acquiring Mathieson & Co in April 2010. I transferred by agreement to Paul Martin Chartered Accountant Limited at this time. My involvement with many of the clients started in May 1993.

• 

  Mathieson & Co

  • Pakuranga, Auckland

  • Practice Manager /Associate

    • May 1993 - Mar 2010
    • Pakuranga, Auckland

    Responsibility for providing accounting and business advisory services as well as much of the management of the practice, supervised and reviewed the work of other accounting staff.Participated in the development and implementation of business systems for the practice.

• 

  Hart & Co (Howick)

  • Howick, Auckland

  • Manager (Part Time)

    • Oct 1987 - Mar 1993
    • Howick, Auckland

    Responsibility for running a division dealing with clients requiring returns of income to be completed and filed including preparing supporting accounts and documentation for income primarily from investment and rental activities as well as performing full accounting functions for a selected number of double entry clients.Preparation of cash flows and budgets including business evaluations.Investment advice and portfolio management.Client consultations relating to financial accounts and taxation matters.Client billings and debtor management of the division.