Experience

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  Puzzle Solutions

  • Director

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  Puzzle Solutions

  • Auckland, New Zealand

  • Director

    • Apr 2017 - Present
    • Auckland, New Zealand

    Software implementations and systems consulting for accountants, bookkeepers and professional businesses going digital.Specialising in practices who are looking at moving to Xero or have recently moved and wanting to get underway with Xero practice products such as Xero Report Templates, Xero Practice Manager, Xero Workpapers, Xero HQ. Xero Practice Studio Partner.Certified Xero Adviser.WorkflowMax adviser / consultant.Separate to Xero work we also act as an official Clickup consultant for professionals (accountants / bookkeepers and finance teams). We help you get on board with the right set up and ensure you have what you need to execute your day to day processes within this smart workflow / task tracking application.Expertise with a broad range of other business applications not limited to but including CRM, Job / Task Tracking, Forms, Proposals, Communication, Reporting and KPI Dashboards solutions.

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  XAP 24/7

  • Co-Founder

    • Dec 2019 - Present

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  Xero

  • Auckland, New Zealand

  • Practice Management & Implementation Consultant

    • Jul 2013 - Mar 2017
    • Auckland, New Zealand

    Xero product expert (Xero, Xero Practice Manager & Tax, Xero Workpapers, Xero HQ, WorkflowMax).Delivered Xero Practice Manager implementations, project scoping, data conversion services from other practice based systems using Microsoft SQL, Microsoft Excel and API tools, system setup/configuration, client training, end to end project management and adhoc consulting where required.Understand the online app ecosystem and provide solutions / recommendations for partner's.Writing and customisation of financial report templates for various accounting firms. Delivered training for firms and staff across the full product suite. Presented at product roadshow and nationwide events.Tailored client on-boarding journeys, staff training timelines and general support following the customer acquisition stage.

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  WorkflowMax (A Xero Product)

  • Auckland, New Zealand

  • Product Consultant

    • Jul 2013 - Mar 2017
    • Auckland, New Zealand

    During employment at Xero I also acted as a WorkflowMax consultant as required by the business. This included providing advice to WorkflowMax customers, product demonstrations, system needs analysis, performing database conversions and delivering training.

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  Gilligan Rowe & Associates Ltd

  • Auckland, New Zealand

  • Software Implementation Consultant

    • Dec 2012 - Jul 2013
    • Auckland, New Zealand

    Contract role (8 months) as software implementation consultant / coordinator.Xero certified Advisor. Managed a large scale client conversion project from other systems to Xero accounting software over several months. Database cleansing, tidy up's undertaken for customers where needed. Also provided ongoing consulting to clients, advice for supplementary software solutions (marketing / CRM / e-commerce / inventory etc). Responsible for documentation of conversion processes, managing large volumes of data and training other staff to assist on data conversions.

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  Hayes Knight

  • Auckland, New Zealand

  • Accountant

    • Aug 2008 - Sep 2011
    • Auckland, New Zealand

    Provided financial accounting services for clients including financial statement preparation, tax returns and solving technical tax questions. Also specialised in providing software training, implementations and support for various accounting packages (quicken, myob, xero and others).

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  Allott Reeves & Co

  • Christchurch, New Zealand

  • Accountant

    • Jun 2007 - Aug 2008
    • Christchurch, New Zealand

    Provide financial accounting services for small Business clients including financial statement preparation, GST and income tax returns. Provided bookkeeping and data entry services often working with large amounts of data.

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  Inland Revenue NZ

  • Christchurch, New Zealand

  • Tax Agents Helpdesk

    • 2003 - Oct 2006
    • Christchurch, New Zealand

    Deliver solutions for a range of written and verbal technical tax queries from registered Tax Agents. Provided quality monitoring of staff in regards to customer service and technical competencies.Continuous learning in relation to taxation, rulings and bulletins.

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  Spark New Zealand

  • Christchurch, New Zealand

  • Sales Representative

    • 2001 - 2002
    • Christchurch, New Zealand

    Sales representative and specialist for nationwide customers. Mostly assisting with new telephone connections, customers relocating, mobile phones and internet packages.