Client Success Stories
While completing a client's financials, our staff member noted a high amount of non-deductible insurance premiums being paid. She discussed this with the client, and recommended the client contact an insurance broker, to have their cover assessed.
The clients took this advice and contacted their broker. Their broker took into consideration the level of business debt and the key position that our clients hold in the operation of their multiple businesses. She also considered their future goals, both business and personal.
As a result, their insurance cover was completely revamped, resulting in the majority of the premiums now becoming tax deductible, no real increase in the premiums and best of all peace of mind for our clients.
"Wow, when I think of Annette, I am lost for words! I can't thank Annette enough for her support over the past decade. Annette is a first-class accountant who goes the extra mile. She gets to know all of her clients and is always there to answer your calls for help and advice. She makes you feel comfortable and treats every client in a special way making sure that she can minimise the tax that needs to be paid. I thank you Annette for everything you have done. I would not hesitate to recommend you to anyone. I bet that Annette can get you a better return than your current accountant! Her initial visit is free so why don't you give her a call and see how she can help you".... (Jeanette Miller)
"We are very happy with all your support and expertise and we feel confident with your professionalism and personal approach. Our annual meeting with Annette re-assures us of our very good decision in employing your services and that you are available for all our questions and queries. Many thanks!" (Whitianga client).
"You guys do such an awesome job over there, We are very lucky to have you working for us" (Bryce & Kelly Deihl)
"The team at Giles & Associates are always very easy to chat to about any queries that I have. The quality of work and presentation is well laid out and easy to understand. I have recommended at least 5 clients to you over the years!" (Whangamata client)
"Sandy Roberts is a pleasure to deal with and is always ready to help us with questions or problems and offer great solutions. We are very impressed with how she works and appreciate all her hard work and professionalism. We happily recommend their services to our friends and associates." (Denise, Whitianga)
"Sue Vendt has never once let me down or not had the time to answer questions, always willing to offer advice in an incredibly friendly and efficient manner. Overall Sue and the team at Giles & Associates provide me every year with the highest service in any of my dealings with professional companies. They are outstanding!" (Steve Wagg, Wellington)
"We have always found the team at Giles & Associates very helpful and friendly, enjoy doing business with them" (Waybro Holdings Limited, Whitianga).
"I can't speak highly enough of Erryn, she is wonderful! The team at Giles & Associates are always friendly and helpful and I don't hesitate to refer them to my friends and associates. We moved from Whangamata to Queenstown a couple of years ago and Giles & Associates continue to be our accountants - we wouldn't be without them!" (Queenstown Wedding Video)
"Giles & Associates are very professional and friendly. We have recommended them to our business associates". (Super Tyre Guy Paeroa)
"We highly recommend Giles & Associates, we are always happy with the quality of work prepared for us. They have always helped no matter when we phone. We are always recommending them to our friends and associates." (Whitianga Mats)
"My return was processed very quickly, the quality of work was very easy to follow and well presented. Erryn had loads of patience with me as I was a little unorganised. I have recommended them to my friends". (Tina, Katikati)
"We required our financials by a certain time which Erryn completed for us within days and we were extremely appreciative, she is very organized and does a fantastic job. We certainly recommend them". (Pacific Plumbing & Gas)
"Giles & Associates are totally friendly and are very patient with someone who has no idea! I am always telling people about the amazing and professional team at Giles & Associates" (Aimee, Katikati)
"Sue is fabulous and is an absolute asset to Giles & Associates, I would highly recommend her to anyone wanting an excellent Account Manager, she is also very wise and easy to communicate with. The other staff I have dealt with are always friendly and helpful." (Michelle)
"Sue & Jan are always happy to assist and explain anything in such a way it is easy to understand. Thank you very much!" (Liz,Whitianga)
"Karen Vigus is very efficient and had our financial statements completed as fast as she could knowing we needed them for lending purposes. Thank you for making a very messy situation into a clear, manageable structure and process, we are very grateful." (Sonny Acres Ltd)
"We are very happy with the work Sandy has done and the quick turnover of our accounts. It is great to have an accounting team with our best interests at heart, they are a great bunch of gals and we no longer dread going to see the accountant! Thank you for a positive accounting experience, we look forward to working together to achieve our future goals." (KLS Contracting Ltd)
"Your team of lovely ladies are fantastic!! They are awesome to deal with and always go above and beyond with their help and service. This financial year I have mainly dealt with Bron and Neena, I couldn't have asked for anyone better to deal with!! I have never in all the years of being with Giles & Associates have had a bad experience. You should be very proud of your team Annette!" (SMB Builders)
"I am very happy to have Sarah looking after me, she gives me good advice and offers clear answers to my questions. Although Sarah has always said to contact her for help at any time thru the year, I have felt little need to do so as she has taken care of things so well during my annual visit." (Rhodes Framing Studio Ltd)
"Very happy, thank you all so much for saving our bacon!" (Waihi Motors 2013 Ltd)
"I have always found everyone at Giles & Associates extremely courteous and helpful. I always suggest to my friends they should use your services. Keep being awesome! (Brent & Sarah)
"Erryn & Jan are obviously destined for sainthood after years of helping me with my GST and end of year work! "Anonymous"
"Thank you for a prompt and well documented return" (FR8 Direct)
"The team at Giles & Associates are always friendly and welcoming, we are very happy with the advice and assistance we have received. Great service made our first year in business hassle free. Everyone we have dealt with in your office has been very helpful, making things easy for us to follow and understand. Nothing is ever a problem - thanks for the great service!" (David - Sterling Services Ltd)
"Giles & Associates have worked wonders on our financial statements, we appreciate how efficiently our accounts were done and how they communicated with us when they needed more information." (Bruce & Lisa - Whitianga)
"Giles & Associates are proof that you do not need to be local to utilize their services. I am from afar and do not hesitate to recommend them to others near and far. As always they have exceeded my expectations." (Mark - Cambridge)
"Sarah goes above and beyond and always with a smile. She is always at the other end of the phone to explain so I understand. All the girls I deal with are a credit to Giles & Associates." (River Cottage Orchard - Te Puke)
"Sarah is always so efficient and timely and it is easy to understand the results of her work. A very professional and efficient service that I easily have 100% confidence in." (Marie - Tauranga)
Excellent service provided and presentation is clearly set out. Giles & Associates provides sound advice in a timely manner and ensures it is in our best interests." (Linda Harley - Business Broker)
"Great Service - Sarah is an efficient, understanding and patient professional! Thanks for the clarity and sound advice!! I am very happy with my service and support!" (Tauranga client)
"It is always a pleasure to enter premises that are relaxed and friendly - and to be greeted with a smile. Sarah does my books and she is very approachable. She is always happy to answer my questions and does and outstanding job - thank you!" (Katrina Friend - Tauranga)
"Good morning Annette, I would like at this time to express my most sincere thanks to your company and Cathy and Penny in particular. Not more than 18 months ago I was business wise facing a very bleak future in trying to transfer my business to Rob, my son and get myself out from the clutches of the IRD. On Rob's advice (thank christ) I laid everything in front of Cathy and Penny, within 2 months they had solved my fear of my inability to pay my dues and actually found a not so inconsiderable amount of monies in return for me. What can I say, I am in awe of your companies skill, your people and the result you have achieved on my behalf. To Cathy, Penny and your company my sincere thanks to you all and your collective skill and ability - you are my heros!" (Brian M Pakes)
"To Annette, Peter and I just want to take this time to acknowledge you and your amazing team at Giles & Associates with a huge thank you from us both. The professional support you have given us with the setting up of By Design and Paving has just been incredible and we have appreciated you and your team every step of the way. We don't know how we would have managed without the support of Lauresa, Karen V and Jan on a daily basis in the early days and still on going. Each and every one of your team has gone the extra mile for us. They never got frustrated and were always patient and understanding with explaining slowly what was needed from me. The support again was just amazing from these gorgeous ladies. We are also so thankful for what you sorted out with our Trust, again, your sharp mind and eyes never missed a thing with this sale. I would hate to have thought what the outcome of that sale would have been if you hadn't taken the time to look over everything in that contract for us. The 27 plus years we have been your client, you have always delivered to us a world class service. Here's to another 27 years together, that's if you still want us!" (Ngaire & Peter Robinson - By Design Concrete & Paving Ltd)
"Fantastic service as usual. We were well advised when we initially set up the business and it has stood us in good stead since" (David - Sterling Services Ltd, Waihi)
"We talk to Annette and the team regularly and feel that we are well looked after and always best well informed." (Buckland Marine Ltd)
Happy with the service we have received. Sandy always answers our questions which helps us to understand our tax matters better." (Origin Mega Cress Ltd)
"Sarah is outstanding in terms of her communication and the quality of professional services she provides. She is prompt, positive and extremely clear in her provision of information and response to any questions" (Impact Education Group Ltd)
"We have been with you for around 13 years now - you do a fantastic job in every way that's why we keep coming back. Thank you for all your hard work." (Queenstown client)
"We have appreciated the help, time and advice given to us over the past 8 years. Would recommend you all to anyone. Thanks to the main ones who we have dealt with - your "fabulous" Annette, Sandy and Jan! We are indebted to you. Many thanks." (Waihi client)
"Fantastic service again! We have been given great advice over the years which has made the running of our business very easy and hassle free. Keep up the great work. We are more than happy with the service provided and would not hesitate to recommend Giles & Associates services." (David, Sterling Services Ltd)
"Keep up the good work. You are fabulous. Love having Sandy to work with!!!" (Whitianga Client)
"We found Giles & Associates to be a very friendly, very informative and excellent firm to deal with. We would have no problem referring them to our friends or associates." (Ann Finch)
"Thanks Erryn and the team at Giles & Associates for all your help with our business, our change of accountancy firms and training. Thank you so much you have made everything so much easier!" (Unstoppables Ltd)
"Easy to deal with, they take the stress off doing anything yourself and are always eager to help with anything you need" (Zac, Tuakau)