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I am so happy to have Chelsea as my accountant. Previously I was not getting the help I needed in growing my new business, but Milnes Beatson have taken care of all the worries. They have done such a good job in giving me the training and understanding that I needed to get my company off the ground.

We’ve been with Milnes Beatson for a few years now. They have continued to be outstanding with great advice and a positive happy to help attitude. Our business success is their success.  Chelsea has continually been efficient, supportive and dedicated to seeing our small business flourish. We totally appreciate her expertise, forethought and technical knowledge.


Having worked in an accounting office before I appreciate our association with Milnes Beatson. Riverside Community Trust Board has a long history with Milnes Beatson and they have helped with the conversion to Xero and assisted with our annual audits.

They have a wealth of knowledge in their team and are always approachable and happy to help. In particular Chelsea Pannett, our client manager, has been very professional and is always quick to respond with sound advice.

The Riverside Community Trust Board looks forward to continuing their partnership with Milnes Beatson.

Chelsea, Trudi and the team at Milnes Beatson have been nothing short of remarkable. I started a small business in early 2022 and on the recommendation of a trusted friend, approached Milnes Beatson to take care of my accounts. They have held my hand and guided me through every step of setting up Xero accountancy software, training in using it, GST & IRD matters, wages, company registration – everything. Not only that, but they have made themselves available for tuition and guidance outside of their normal office hours to fit with my work schedule. In addition, they have been instrumental in helping me secure a home loan during a difficult separation. I can’t recommend the service, skill, patience and willingness to go above and beyond, too highly. Thank you to everyone there. You have my business for life!


Running a business has many challenges and I seem to have experienced a few of late so it has been just wonderful to have the support of the Milnes Beatson team to help me through.

Grant is always there for me, no matter the challenge and, while I don’t mean to single out just one person, his Tax Manager Cath has been a massive help to me this year especially.  I had some problems with Inland Revenue’s new system and was feeling harassed, but Cath calmly (as always) went through it with me and fixed it up with IR.  It means a lot as she does not have to go beyond the call of duty but does – every time.

I am sure you know how great she is but, often we don’t hear the positives about our employees.  And she is a real gem.

Some aspects of running a business would drive me crazy if I had to do them myself – payroll for example, so it’s useful that Milnes Beatson does that for us.

Generally though, we find working with David is just awesome.  It’s not just about the numbers with him.  By knowing about our business, he has been able to help us in our dealing with other professionals; attending meetings with us, coming up with the right questions, keeping things calm, he has made the process smoother.

We’ve built a relationship over a long number of years and it makes running our business more enjoyable.

In my previous career in banking, I had developed a good relationship with Milnes Beatson people, so when I went into business for myself it was good to be able to work with someone I knew, liked and trusted.

I enjoy the firm’s accessibility and responsiveness: Grant is very approachable and gets things done when I need them to be done.

The aspects of the firm’s service that are most useful to me include advice on when it’s most beneficial to take dividends; also how to manage the finances for a good taxation outcome.

Milnes Beatson was recommended to us some years back and we have been extremely happy we made the choice to contact Grant and the team; these days we are the ones passing on the recommendations.

We love the firm’s personal approach; the fact we can pick up the phone to ask a question and never get the feeling that it is an issue. Grant is able to present information in an easily understandable language and he always makes sure we have understood the finer points which are so important.

We’ve learnt a lot from his advice, especially when we decided to start our own business; Grant made us think about the bigger picture around our decisions rather than letting our relative inexperience of running our own company limit our opportunities.

We really like the fact that, even tho Milnes Beatson has grown into a fairly big firm, they remain approachable and have firmly retained that small town attitude of wanting to care for their clients, a trait we really value.

It’s important to maintain our shareholders’ confidence in the performance of the Scheme, and having Milnes Beatson take care of administration and finances is key to that;  we can rely on a professionally managed organisation.

I also have my own company matters with Milnes Beatson and am part of another cooperative organisation which is also a Milnes Beatson client. All of these businesses are managed well, staff transitions are managed well, and any advice given is always sound.  Importantly, they understand the nature of the industry, they’re specialists in rural management while at the same time being strong on corporate management.   The staff are highly competent and it’s reassuring to have that confidence.

The aspect of Milnes Beatson service I appreciate the most is their responsiveness  – I can contact them any time and they’ll see me at the drop of a hat, with whatever advice I’m looking for.

The team is approachable and friendly, and even when there’s been a change of personnel at Milnes Beatson, the transition has been easy, well-managed.  There are good connections between the staff in our firm and theirs.

We’ve had some really helpful advice around tax planning and asset protection and value this greatly.

The best thing about Milnes Beatson is that it’s All-In-One – everything I need, accounting-wise, in one place makes life easy.

As a large, fairly complex, business it’s valuable for us to be able to ask for advice and rely on David having a good understanding of the industry to inform his answers.

We have 90 employees at present so it’s important to us to know our payroll is well taken care of, and it’s great to take advantage of Milnes Beatson staff’s skills.

We deal with several Milnes Beatson people and find them outstanding; we value their immediate response to any contact we make.

One of the benefits (of working with Milnes Beatson) is that David will come to us for business meetings, which means we can have all of our managers together to hear the same discussion.

It’s good dealing with someone local, and we find Milnes Beatson people always accommodating and friendly.

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