Traditional accounting is about looking in the rear-vision mirror and reviewing past performance. The Success Group approach is all about looking forward and anticipating the road ahead - it’s about constantly tuning and attending to the machine that will help you reach your business and life goals.
I've worked side-by-side with Success Group now in a number of their client planning sessions. To see "accountants" who have the depth of knowledge over and above the numbers, and the deep rooted passion for their clients to succeed is really great to experience and be a part of. Anyone who chooses Success Group to look after their business will not only get a highly capable accountant, but someone who is really invested in your business succeeding. ..
Jeremy and the team at Success Group are more than just Accountants. They are Mentors, Business Advisors and visionaries. The direction and expertise they give in our monthly meetings are absolutely invaluable and are delivered with enthusiasm, energy, humour and inspiration.....definitely not your usual stiff; wake me up when you are done Accountant! I can honestly say when it comes to having meetings with Success Group I really look forward to them – I walk away confidently knowing that the accounting/strategic planning side of my business is exceptionally good hands, with all my bases covered! I believe you will never meet a more enthusiastic accountant than Jeremy! .
"I took the gold plated option which is to sign up for 12 months and have everything taken care of. There are regular meetings so you can discuss your business with an outsider and get a perspective you can't always get yourself. Jeremy brings perspective to your business and an ordinary accountant can't do that. They try, but frankly they're useless."
"He's an astute businessman who happens to be an Auckland accountant.".
Frank is the senior member of our financial and management accounting team and works with a number of our clients in a financial controller capacity overseeing their accounting functions and providing advice and guidance.
20 years industry experience in New Zealand and internationally in financial management and information systems.
15 years management consulting in business improvement, financial management and information systems with KPMG, PWC, Ernst & Young and Cap Gemini.
6 years as a member of the executive committee of Ernst & Young with dual management responsibility for the Entrepreneurial and Growth Markets group and the Transaction Advisory Services line.
Has a diverse range of industry experience including manufacturing and distribution, mining, healthcare, IT, transport and infrastructure, retail, professional services, entertainment, leisure, and FMCG.
Founded VCFO Limited in 2007 – the only true provider of strategic level virtually provided CFO services in New Zealand
Invests in start-up companies and is experienced in establishing ventures himself
Likes to keep his weekends free for family and getting out of Auckland!
With a diverse background in the accounting profession spanning more than twenty years, Jeremy has enjoyed being part of large "big-5" firms, medium-tier firms and smaller, more hands-on firms. And he's been responsible for a diverse range of companies from multi-national financial institutions to "one man bands".
Jeremy also knows what it's like to be a business owner, because he is one. He is highly skilled in all areas of business but occasionally still prepares the odd set of accounts!
Outside of business, Jeremy is a devoted dad to three small children and two teenagers, as well as finding time for his number one passion, motorcycling.
Kim is our practice manager and key point of contact for many of our clients. Kim is responsible for all client communications, making sure we deliver on our promise to our clients and the efficient running of the office.
Adam is our client services management and looks after the compliance accounting and tax team at Success Group. Adam’s team undertakes regular accounting tasks for our clients as well as year end accounting and tax compliance work.
James is a senior member of our management accounting team and works with a number of clients providing advice & guidance to grow their businesses. These services include management reporting, budget analysis, cash flows & forecasting.
Being an avid technophile James is our resident Xero guru and popular with clients for support & training. He believes technology isn't just software & hardware but the techniques & processes we use to become more efficient. He employs this methodology in identifying problems & providing bespoke solutions.
James is currently a provisional Chartered Accountant and outside of business his passions include badminton & motorcycling.
"The team at Success Group is top class and have always gone the extra mile to help me and the company. Awesome response time with my questions"