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Team Profiles


Alan Dodwell - B.Sc. CA

Worked for sixteen years with Ernst & Young in London and Auckland - mainly in Audit and Insolvency gaining experience of a wide range of businesses. Alan emigrated to New Zealand in 1988, joining a predecessor firm of Accumulus Limited in 1994.

Alan has an interest in investments and enjoys small business accounting and taxation, particularly dealing with Trusts and business structures.

Alan's interests are playing bridge and croquet, trying to keep up with his children's travels and keeping his "life style" avocado orchard under control. Alan visits the local gym to keep healthy.

Strengths – all aspects of small business tax, orchard and farm reporting, investments, trading structures and technical issues.


Paul Shanks - BCom CA

After graduating B.Com with a double major in Accounting and Information Systems from the University of Otago, Paul worked in the audit division of KPMG attaining his full chartered accountancy qualification in 1992. Moving to London Paul began working in the Investment Banking industry as a management accountant at the European headquarters of a major US bank and securities house. A transfer to the corporate headquarters in New York saw Paul ultimately achieve the level of Vice President & Principal, Finance & Administration.

On returning to NZ Paul became involved in a number of occupations and business enterprises, before settling down on a property just outside Katikati, and joining the team at Accumulus. When not in the office Paul is most likely to be found on his farm-orchard tending the trees, cattle, sheep, chickens and walking or cycling with his GSP X Doogie Howser and the occasional foster dog.

Strengths – All aspects on NZ Taxation & Compliance, Financial instruments; planning, budgeting and analysis; financial and management reporting; spreadsheet and database applications. Paul is a Xero Certified Advisor.

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The Team



Tracey Body
Tracey is a Katikati Local having lived here from the age of 6.  She lives on a lifestyle block and with her husband runs 3 Beef grazing blocks.

Has worked in Accountancy firms in Katikati and Tauranga since leaving school, only taking time off when her 2 daughters were young.  Started at Accumulus in November 2015.

Interest include spending time with family, playing hockey, gym, biking, fishing and reading.

Strengths – Annual Account preparation and GST


Jemma Boud

Jemma is the youngest member of the team and a graduate from Massey University. She is working towards her Accounting Technician qualification and then Chartered Accountancy.

Interests include travel, reading, kayaking, and animals.

 


Aileen Davey - CA

Aileen joined Accumulus in 2016 having worked in accounting for over 30 years in New Zealand and Zimbabwe, in a wide range of industries and all roles from payroll to Financial Controller.  Starting her career in Chartered accountancy firms, Aileen is happy to be back, working alongside a wide range of clients. Aileen's qualifications include New Zealand Chartered Accountancy, a Master's Degree in Business Administration and is a certified member of Corporate Governance New Zealand.

Aileen and her husband Peter have recently moved to Waihi after 18 years in Hamilton to be closer to their family in Whangamata. Family is their priority with travel being Aileen's other passion. She and her family have travelled extensively and shared some special experiences together. Their recent first grandchild is the current focus of attention.

Strengths – Xero Certified advisor. Planning, budgeting and analysis, with a focus on providing useful financial information for the user. Strong competency in growing client's financial skills and understanding of their accounts. Building positive partnerships through open communication.

 




Carey Hume

Often Carey's cheerful face is the first one you see as you come up our stairs.

Carey was born in the South Island, but has lived in Katikati for over 20 years. Carey has an office management background with experience in both New Zealand and Australia in a wide range of industries. Her children are all  grown and independent. Carey looks after a lot of the administration that happens at Accumulus and is more than happy to help you solve any puzzles you may have.

She enjoys scrap book work and sewing and is very creative. We are often the recipients of wonderfully made little presents which we all enjoy.

Strengths – Practice management, good writing skills, Company Office returns and requirements, PAYE, Client Liaison, 'Making Things Happen'.

 


Jodie Langley

Jodie has lived in Katikati for 17 years with her husband, 2 children, a cat, a dog and a few chickens. She has worked in various roles including office admin, plants and cooking and has only recently started with Accumulus after spending the last 5 years in the horticulture industry.  Jodie works with Carey on the front desk, greeting visitors, answering the phone, making appointments and printing accounts among other administrative duties.  Her interests include walking, cooking, yoga and the beach.


Renae Mohi - NZ DipBus

Renae was born in the small Central Otago town of Balclutha. Her family moved to Katikati when she was nine and have lived here ever since. Renae has completed a NZ Diploma in Business majoring in Finance and Accounting.

Renae deals with all aspects of GST, payroll, accounts preparation and tax and has grown into the role of Accumulus Xero Hero.

Renae has strong cultural and ancestral links to Katikati and the local Marae, and worked for the local Kohanga Reo for two years prior to working for Accumulus.

In her spare time Renae enjoys spending time with her partner and sons, she also enjoys playing sports and is a talented netball player.

Strengths – Annual account preparation, wages & PAYE, GST, income tax, Xero software and anything else she is ever asked to do



 


Viv Proffitt

Viv has worked in accounting offices since 1978, starting as a receptionist and then moving onto preparing financial statements and tax returns and expanding her knowledge to cover anything she is asked to do. She has worked in two previous Katikati accounting practices. Viv started with Accumulus in December 2010.

She enjoys fishing, camping, tramping, sewing and dancing.

Strengths – All aspects of annual accounting preparation including: Livestock, GST and Income Tax


Sheryl Sutton

 

Sheryl took a circuitous route to accountancy. After starting in picture framing she trained in office procedures and entered the hospitality industry. She has worked in all aspects of tourist hotels all round the country culminating in four years in hotel management. Having moved back to the area Sheryl joined us from a clerical job with a building supplies company in Tauranga.

Sheryl and her husband live miles up in the hills in the bush where they are self sufficient for power and water and fight a running battle against possums. Sheryl enjoys bush walking, decorating, gardening, diving, travel and therapeutic firewood chopping. Sheryl is a very creative person and has done some top notch oil paintings.

Strengths – Wages and PAYE, GST and annual accounts preparation. She is an exceptionally tidy and well organised administrator and looks after Accumulus' own payroll and accounts payable.

 


Karl Ward

 

Karl was born in Northland but moved to Katikati when he was young.

He has two diplomas in business and 10 years experience working in chartered accounting firms including 2 1/2 years working in a large firm in Wellington as part of a business advisory team.

Karl's interests includes training in martial arts, film making and going to the gym.

Strengths: Annual Account preparation, Income Tax, GST, Xero and Management Reporting.

 

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Melissa Western

While Melissa provides an invaluable service on the reception desk she has also now started assisting with preparing client accounts, tax & GST returns, Accumulus' own accounts receivable and tax return processing.



Yvette Williams

After working for Accumulus and one of it's predecessor firms for a number of years, Yvette and her husband have moved to the Waikato for a better sharemilking opportunity. Yvette continues to work for Accumulus, from a distance, as and when needed.

Strengths – GST, annual account preparation, income tax, with a particular interest in farming.