Virtual CFO

Running a business is a lot of work. It can be really hard to keep on top of things, and keep things running smoothly.
When you’re growing quickly, it can become impossible to figure out if a decision is going to take you to the next level, or put you under.

We’re a team of experienced advisors, we’re directors, shareholders, entrepreneurs and investors.
We work with you to make sure you have the information you need, when you need it.

Board and shareholder reporting

If you need to set up better governance or you’ve just raised capital, we make sure the right people get the reports they’re entitled to.

Management reports, forecasts and dashboards

Hindsight is great but you really need to be able to see where you’re at and where you’re headed. It’s not a matter of one-size-fits-all though, we really need to understand the business and the information that’s important to you.

Bookkeeping, Payroll and GST

Whatever level of support you need, our team of Bookkeepers take care of it.

ESOP

Looking at bringing key employees into the fold? ESOPs can be pretty complicated, especially if you’ve got staff overseas. We’re a fan of simplicity, so if you’re after a vanilla agreement, we can help with that.

Valuation and transfers

If a shareholder needs to buy or sell, we can give you a pretty good idea of what the business is worth quite quickly, as well as all the paperwork.

Capital raising

We’ve acted to raise capital for a number of early-stage companies, and we’re investors in them ourselves. We’re plugged into the local venture capital industry and can certainly help you.

Governance

If you’ve outgrown your current structure or you’re bringing on new shareholders or capital, we can help set up a good structure and reporting to steer you through the next stage of your journey.

Day-to-day problems and decisions

We’re on call for sorting out those little things that go ‘bump’ in the night, or just to be a sounding board if you’re making a big decision.

R&D credits and grant applications

Are you entitled to cash out some of your tax losses, or a Callaghan grant? We can help with that.

Bruce Sheppard

Partner and
investment expert.
Read Bruce’s profile.

Humphrey Hart

Senior Analyist and investment expert.
Read Humphrey’s profile.

Get in touch here or fill out the enquiry form below for a no-obligation chat, to see if we’re the right fit for you.

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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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Richard Ashby (our tax specialist) provides advice, comments and updates on what’s been happening in the world of tax each week.