Chartered Accountant with tax specialisation and a focus on areas including property development, overseas investments, Maori business and SME advisory. Also a multi-sport competitor, surfer and family man.
Phone: 06 281 2321
Email Doug
“A client of mine was looking at purchasing a new business and needed to secure finance within a certain timeframe. Within a day we had prepared a cashflow forecast for the new and existing business and a draft set of financial statements. The client was impressed with our service and they secured the purchase of the business.”
Chartered Accountant with expertise in computer systems, contracting, construction and property development. Also a pilot and motor-racing enthusiast.
Phone: 06 873 0499
Email Stephen
“Quite often when Stephen is heading away on annual leave to other regions, he will pop in and check on his clients who are on the way (e.g. when travelling to Wellington, he will pop in and see clients in Palmerston North) - even though he is technically 'off the clock'.”
Chartered Accountant with a special interest in farm accounting. Also confesses to love his job, was a long-serving school trustee and continues to coach cricket.
Phone: 06 873 0488
Email Peter
“"A client found themselves unexpectedly pregnant, after returning from an overseas holiday that had cleared out their savings account. Peter completed some ninja-accounting investigation, and found that the client was owed just over five thousand dollars in tax refunds. Needless to say the client was beyond thankful their stressful financial situation was alleviated and went as far as to offer him her first born. Peter respectfully declined."”
Chartered Accountant with both chartered accountancy and corporate experience. Also ensures staff are kept up to date with their training when there have been changes to the taxation law. Also enjoys camping with family and spending quality time with a good book.
Phone: 06 873 0487
Email Ilana
“Even though I only work school hours I will always ensure that client needs are met. If something needs doing and it is outside my normal work hours I will ensure the job is done to any deadlines the clients may have.”
Accounting Services Manager and workflow wizard. Also a pillar of the company serving since 1997.
Phone: 06 873 0486
Email Debbie
“Some clients may feel stressed when dealing with the IRD or banks, so it's very satisfying to be part of relieving that stress and burden for them through breaking down information into clear-cut and easy to understand results.”
Chartered accountant and Xero certified with experience over a range of industries. Recently relocated to Hawkes Bay after living and working in Scotland for two years. Keen hockey, netball and touch player.
Phone: 06 281 2539
“I enjoy developing client relationships and helping clients with any problems or day-to-day queries that arise. I'm passionate about improving and growing client businesses, particularly new business owners, and I enjoy finding tax solutions for clients.”
Chartered Accountant with 10+ years’ experience in a CA environment. Computer Services Manager, on hand for any IT and technical accounting software issues. A keen 2nd five for Havelock North Rugby Club and enjoys time with his young family.
Phone: 06 873 0498
“"I enjoy both elements of my role, being able to continue working with clients to prepare annual financial statements and management accounting requirements, but also spending time with clients talking about accounting software solutions"”
Loyal Hawke’s Bay Chartered Accountant. Who enjoys spending his time at the beach fishing or tramping in the rangers with his family.
Phone: 06 873 0483
Email Pete
“I was discussing advertising costs with a client, and he popped in a question; can I claim my child’s braces if I put my company’s name on them, so when she smiles everyone can see it? I laughed and told the client that was very clever and outside the box, but that the IRD would not accept the claim. The client thought it was hilarious.”
Accounting Team Member with special interest in farm accounting due to her rural background. Also serves as a trustee for a charitable trust. Beverly and her husband have a lifestyle property where they run cattle and grows feijoas and plums.
Phone: 06 873 0482
Email Beverley
“Beverley normally works three days a week, but through the winter months, she always puts her hand up and offers to work four days a week to ensure everything is completed on time, and the support the office needs is there and available.”
Accounting Technician and Xero Certified with Payroll Experience. Janine also enjoys spending time with family on their lifestyle block and boating.
Phone: 06 8730491
“I enjoy working with clients and find it rewarding being able to assist and support clients with their cloud-based accounting systems”
Has previously been working in accounting roles in the private and corporate sectors and is enjoying the challenge of the Chartered Accounting firm environment. I joined Shepherd Hensman from windy Wellington and now loving the sunny Hawkes Bay lifestyle
Phone: 06 873 0490
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Chartered Accountant and Xero Certified with 5 years’ experience in a CA environment. Relocated back to her hometown after living in Auckland. Sam is a keen traveler and puzzler and enjoys trying new eateries with family and friends in her down time.
Phone: 06 873 0489
“"I enjoy solving problems for my clients and making their lives easier, allowing them to focus on the business instead of accounting."”
Tania is an experienced accounts administrator with approximately 20-years’ experience across the IT, Import, Distribution, Construction and Recruitment sectors.
Phone: 06 8730493
“"Outside of work, Tania enjoys arts and crafts, as well as spending time with her friends and family. She is currently the Treasurer for the Keirunga Pottery Club."”
Long-serving tax administrator and resolver of tax issues. Also enjoys aqua jogging and a good whodunnit thriller novel.
Phone: 06 873 0480
Email Lynda
“As I’m in contact with the IRD on a daily basis, I’m more than happy to do so on behalf of any client who doesn’t feel comfortable talking to them, or doesn’t have time to spend away from their businesses. For example, if clients have difficulty meeting their tax obligations by the due date, I set up a payment plan which is acceptable for both the client and the IRD, resulting in significantly reduced penalty charges; no one wants to pay more than necessary to the IRD!”
Head Receptionist and administrator with an eagle eye for detail. Also a keen Magpies supporter and legendary baker.
Phone: 06 873 0477
Email Sue
“We have a farming client who sometimes calls in when passing, not just to drop off records, but to say hello and have a bit of a joke. He enjoys that we give as good as we get with the banter! Team culture makes Shepherd Hensman. Because it was cold yesterday, instead of buying filled rolls for our lunchtime Management Team Meeting, I provided home-made tomato soup. The little things, banter, or a bowl of hot soup, make a big difference.”
Key administrator and financial statement quality controller. Also an enthusiastic socialiser and walker.
Phone: 06 873 0484
Email Gillian
“I’m always on hand to provide a great cup of coffee and a friendly hello when our clients walk through the door. On Friday we come together as a team for morning tea, so I do the bakery run (walk!!) rain, hail or shine!”
Rachel works part-time and is responsible for greeting clients and visitors and providing general office support. Rachel is a devoted mother of two and loves spending quality time with her family and friends.
Phone: 06 873 0477
“I enjoy interacting with clients and making sure I meets their needs to give the best possible experience.”
