Business Advisory Services, Client Manager, Tauranga
Jo has worked at Baker Tilly Staples Rodway for over 30 years, building trust and providing ongoing assistance to her clients. She provides accurate and valuable advice, from the day to day aspects of running a business to in-depth monthly and annual reporting.
Specialist Areas
Preparation of annual financial statements & tax returns
Management reporting including cashflow forecasts & budgets
General business tax issues
Keeping software accounting systems up to date.
Industry Experience
Retail
Farming
Land development/subdivision
Service industries
Commercial & residential properties
Memberships & Qualifications
Member of the Institute of Chartered Accountants Australia & New Zealand (CAANZ)
