Welcome to Gilligan Sheppard - your Premier Advisory Accountants

We are advisory accountants who provide expert recommendations, options, and strategies to help our clients and business owners achieve their financial and operational goals. Traditional accountants focus on tasks such as tax preparation, financial reporting, etc, whereas we offer all of that and additional forward-thinking services. This involves solving complex problems faced by the kind of people we work with—the curious, unorthodox, out-of-the-box thinkers who are always open to alternative solutions.

advisory accountants

Strategic Financial Planning

Advisory accountants assist clients in developing comprehensive financial plans that align with their long-term goals and objectives. This involves assessing your current financial status, understanding future aspirations, and formulating strategies to achieve them. It may include analysing income, expenses, investments, debt, and savings to create plans that address specific financial needs and milestones.

Financial Analysis

Advisory accountants thoroughly analyse financial data to provide insights into your financial health and performance. This involves examining historical financial statements, cash flow projections, and other relevant metrics to identify trends, strengths, weaknesses, and areas for improvement. Advanced financial modelling techniques may be used to forecast future scenarios and evaluate the potential impact of various decisions.

Business Advisory

We offer guidance and support to your businesses across a wide range of financial matters. This includes assisting with strategic decision-making, such as expansion plans, product pricing, capital budgeting, and investment opportunities so you can relax knowing it’s all being overseen by experts. We can also provide advice on organisational structure, performance metrics, and operational efficiency so your business achieves its growth objectives.

Risk Management

We identify, assess, and mitigate financial risks that could impact your financial stability or success. This involves analysing potential risks associated with market fluctuations, regulatory changes, economic uncertainties, and operational vulnerabilities. We develop risk management strategies and contingency plans to minimise exposure and protect against adverse events.

Performance Improvement

Working closely with businesses, we evaluate and enhance their financial performance. This may involve conducting operational reviews to identify inefficiencies, cost-saving opportunities, and areas for revenue growth. We can recommend process improvements, resource allocation, and performance metrics tracking to optimise profitability and sustainability.

Tax Planning

Our in-house Tax Specialist team can develop tax-efficient strategies to minimise tax liabilities and maximise savings for individuals and businesses. This includes staying abreast of current tax laws, regulations, and incentives to identify opportunities for tax optimisation. We can advise on tax planning techniques such as income deferral, deductions, credits, and entity structuring to help you achieve your financial objectives while remaining compliant with tax obligations.

Specialised Services

Advisory accountants offer specialised services tailored to specific industries or client needs. This may include forensic accounting to investigate financial fraud or misconduct, litigation support to provide expert testimony in legal proceedings, and succession planning to facilitate smooth transitions of ownership or management within family-owned businesses. These niche services require specialised expertise and knowledge to address our client’s unique challenges and complexities.

We want to know your story

Traditional accountants may not mesh with people like you. We see beyond the numbers and data. We get people and ideas. You need a partner whose creative drive matches yours. We want to know your story, understand your business vision and how we can help you achieve it. We will not be a passive accounting partner; instead, we will challenge you, fight for and alongside you, and do whatever it takes to achieve better-than-expected outcomes.

If that’s what you’re looking for, then we’d like to work with you too.

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Joshna Mistry

Partner and Value
Added Services Lead.
Read Joshna’s profile.

Humphrey Hart

Senior Analyst and Investment Expert.
Read Humphrey’s profile.

Bill Bain

Business Improvement Coach.
Read Bill’s profile.

Yi Ping Ge

Partner and Business
Advisory Lead.
Read Yi Ping’s profile.

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As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. xero logo It’s small business accounting software that’s simple, smart and occasionally magical. Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. 
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. tax traders logo Tax Traders allows you to buy someone else’s tax to settle your account with Inland Revenue, as well as save on interest and late payment penalty charges.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. smart ar logo Astute cash flow management is essential for operating a small business.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. myob logo Trusted by 1.2 million businesses, myob is New Zealand’s largest accounting solutions provider. The platform is equipped to support the needs of New Zealand organisations.
As a client at Gilligan Sheppard you will access to international networks and resources to enable optimal outcomes for your business/trust/transaction.  accountancy insurance logo Tax Audit Insurance specifically designed for accountants in public practice. This provides cost effective protection and peace of mind against the substantial cost that may be incurred should IR or other government authorities conduct a random review, investigation or audit.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. cpa logo A CPA is a finance, accounting and business professional with a specific qualification. It indicates a soundness in depth, breadth and quality of accountancy knowledge and gives you competitive advantage over your peers.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. agn international logo AGN International is a worldwide asociation, composed of four regions, of independent accounting and advisory businesses.
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Tax Updates: 15 July 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 8 July 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 1 July 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 24 June 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
What tax deductions can you claim as a business owner?
New Zealand has officially entered a recession, and as a business owner, you’re likely feeling the pressure of high inflation and rising borrowing costs. Reducing your tax bill legally and [...]
Financial literacy and relationship property: a guide for Family Office children
Children in Family Office environments have the unique advantage of growing up with considerable financial resources at their disposal. However, with this privilege comes the responsibility of [...]
Companies that thrived during a recession (and how they did it)
New Zealand business recession stories In 2006, Rod Drury founded Xero, a cloud-based accounting software company in New Zealand. When the Global Financial Crisis (GFC) hit in 2008, businesses [...]
Understanding GST – A guide to the Goods and Services Tax
What is GST? The Goods and Services Tax (GST) is a consumption tax charged on most goods and services in New Zealand. The current rate is 15%. GST is added to the price of taxable goods and [...]
Tax Updates: 17 June 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 10 June 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
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Richard Ashby (our tax specialist) provides advice, comments and updates on what’s been happening in the world of tax each week.