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Case Studies


Hospitality Sector
At the start of my tenure with this company, it had one conference room and 12 rooms for accommodation at the lodge. Its clientele was limited and the cash flow was poor. Within 6 months, I introduced Open Days to Conference Organisers - this increased clientele numbers tenfold. I also designed paper templates for each department, including accommodation, catering, team-building and conference setup. At the end of my tenure with the lodge, it has three conference facilities, and 40 rooms for accommodation and was fully booked for 90% of the time, all year-round. Since then, the business has gone from strength to strength.
Benefits to the business:  
Fewer mistakes/more accuracy;
Increase in turnover; 
Management was able to delegate with greater ease.

Service Sector
At the start of my tenure with this company, I provided only bookkeeping services. I soon realised that the company needed more and I started putting systems in place. The company had been struggling to keep its records up-to-date, having enough appointments to generate steady income and finding records in the office. I designed templates for client records, implemented a process to generate appointments two months in advance and organised the company's filing systems. By the time I left the company, turnover had increased 300%, appointments were secured two months ahead and the company enjoyed a steady cash flow. The immediate benefit to the owner was that he could take frequent vacations and visit his grandchildren because appointments could be scheduled to facilitate special times. The owner also had the peace of mind of a steady income. The systems that I implemented are now used by part-time staff while the business continues to provide a steady income, continuing to make frequent holidays possible for the business owner.

Construction Sector
This company needed its accounts to be tidied up in a hurry! Cash flow was low and suppliers were not being paid on time. When I started my tenure, the company had a SiteWise grading of 43%. My first task was to tidy up the accounting software which alerted the company to which suppliers needed to be paid and by when. Next, we started following all debt monthly - this resulted in a positive cash flow of over $100K per month and no need for an overdraft. Collaborating with the Health and Safety officer, I addressed the company's Health and Safety policies and procedures. After implementing various changes, the company reapplied and was granted a grade increased to 82%, plus a two-year discount of 15% off the company's ACC levies. Given a SiteWise grading above 80% immediately meant a bigger success rate with the company's tenders - tenders in excess of $100K is now the norm. In addition, I trained the manager in financial awareness so that they are now comfortable following up on debt and dealing with suppliers. Their days are now less stressful and they manage to work school hours only which enables them to spend more time with their children.

Award Winner

Bookkeeping Community Contributor of the Year 2017 - awarded by NZ Bookkeepers Association Incorporate

Affiliations of Klox Limited


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