BBS Lincoln University
Associate Chartered Accountant
Phone: 03 354 0909
Tracey previously worked for Capon Madden as a senior accountant for 10 years, I bought Capon Madden in early 2015 and she has continued working for me since then, aside from the fact that we are similar in how we work, ethics, respect for our clients and take our job very seriously, we both like to have a laugh along the way, the only issue is she knows nothing about football!
A lot of her clients have been working with her since she started and she has a good friendship/client relationship with a lot of them, which is important in understanding how their business works and what they are looking to achieve in the future.
Her main role is preparing financial statements and tax returns for rental properties, trades people and small to medium businesses, but can also include dividends, helping clients with arrangements at IRD, provisional tax, ACC and general queries from clients
Some of my interests are, DIY I love buying a house ripping it apart, doing it up and on selling it, I used to do this every 4-5 years, nowadays its taking me a bit longer. HOLIDAYS, I love going on holiday whether in NZ or overseas and every time I go on holiday I challenge myself to try something that I haven’t done before, can be scary but also very satisfying. I power walk, cycle when I can & love kayaking when the opportunity arises.