We are so impressed with the services you provide, your professionalism, knowledgeable; inclusive of any of your team if I ever have any queries, someone is always there to answer our questions. You make the process for some of us less tax savvy so smooth and affordable.
I’ve had a couple of different accountants over the years and you guys are a step above the rest.
Before working with Milnes Beatson, managing our financial reporting and tax obligations and making informed business decisions was time-consuming and unnecessarily stressful.
Grant and the team have made the entire process straightforward. They provide practical advice, keep us on track with our compliance obligations, and are available whenever we need guidance. It is reassuring to know that we can pick up the phone and receive clear, honest advice.
The greatest benefit has been gaining confidence in our financial position and putting strategies in place that allow us to focus on growing our business.
It is a pleasure to work with a team that is professional, approachable, and genuinely invested in our success.
We have worked with Milnes Beatson for nearly eight years, supporting both our business and personal accounting needs, and we have always been very happy with their service.
David, Chelsea, Trudy, Trudi, and the wider team are approachable and friendly, and they respond promptly to our queries and requests for advice. We particularly value their support and guidance with Xero, which has enabled us to confidently manage our day-to-day accounting tasks. We highly recommend Milnes Beatson.
Milnes Beatson transformed our complex financial structure into a streamlined, modern reporting system. Their team quickly untangled multiple entities and business units, giving us clear insights into performance across our operations. With their guidance, we moved from manual bookkeeping to a fully integrated financial system. Their expertise, responsiveness, and commitment to excellence have delivered enormous value to our business, and I would happily recommend them to anyone.
The best thing about Milnes Beatson is that it’s All-In-One – everything I need, accounting-wise, in one place makes life easy.
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.
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.
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!
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.