For Accountants


Are you keen to help your clients more?  Would you like to develop an alternative income stream than compliance? 

I can help you do just that.  I will support your Practice by either:

  • Training you and your team to provide extended Xero or Business Development services to your clients.  Using proven resources I will assist you in implementation and provision until you are comfortable to go it alone; or
  • By providing extended services to your clients on your behalf. 

Any of the services listed for small businesses, I can provide to you and your clients.  I have been contracting to accounting firms since 2005 and absolutely understand the necessity for confidentiality and the extreme value and importance of nurturing the client relationship with their chosen accounting firm.

LETS CHAT

Industry Recommendations:

I have worked in the same office space for an extended period of time with Simonne where she was Practice Manager & Consultant for a busy Auckland CBD Chartered Accountancy firm.  Her professionalism was always evident, however what did impress me was her ability to communicate and subsequently obtain the buy in from a diverse group of accountants to the technology changes and upgrades that she was developing within the practice.

My practice, a niche insolvency and restructuring firm, recently had need of Simonne’s forensic skills in analysing a Xero file in a complex insolvency assignment that was suspected of being corrupted.  I engaged Simonne as a Xero specialist to provide a report identifying the areas of risk and where there was a potential for ‘leakage’ to have been buried.  The work and resulting report that Simonne provided was succinct and provided a clarity as to the specific areas of the Xero file that further forensic work was required.  The work is ongoing and I will likely be engaging Simonne for further forensic work drilling down on those risk areas.  I highly recommend Simonne as a highly competent professional who is also a great communicator. “

Chris Horton
Chris Horton Associates
Insolvency & Restructuring

“Simonne’s skills are the perfect complement to an accountant’s.  As a professional trainer and business development specialist, she expertly helps clients in areas of real value, but that are often a bit far from the core skills of accountants. 

Simonne has helped my practice better serve our clients.  At the same time, she has allowed me to focus on the areas where I can add the most value.  Our clients are happier and so am I.”

Robb MacKinlay
Director
MacKinlays – Accountants

 “To Whom it May Concern

Simonne Liley has been a  Xero Consultant at our Practice for the previous two years.  I was aware that she had skills in business development and teaching, but because we were focused on changing to Xero and going digital it was not our focus.  Recently she held a planning session for a client, they were pleased with the outcome, she was invited back to do the Organisational Structure.  Simonne was able to put to good use her skills in this area to facilitate discussion.

I have no hesitation in recommending Simonne for Business Development Sessions and the associated modules. Should you require any further information please do not hesitate to contact the writer.”

John Lowther
Lowthers Auckland Ltd
Chartered Accountants

Find Simonne on LinkedIn

+64 9 215 5337

+64 27 448 7031

simonne@uptraining.co.nz

 

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