Michelle Valler

Business Advisory Services, Director, Hawke's Bay

With more than 15 years' experience working in the Chartered Accountancy industry, Michelle has a depth of knowledge to share with clients and help support the other Directors in the Hawke's Bay office. She knows how crucial it is to develop relationships with clients to better understand their business and support them to set goals, then work together with a plan to achieve them.

Her success with clients has been due to these close relationships and regular contact. She is passionate about ensuring that clients succeed.

Specialist Areas

KPI setting and monitoring
Business planning, improvement and goal setting
Cash flows and projected financial statements
Business structuring – to balance the commercial, taxation, asset protection and succession needs of a family-owned business
Individual, company and trust income tax returns
Government financial assistance criteria
Annual statutory financial statements
Management financial statements
Governance and administration
Mergers and acquisitions

Industry Experience