Curtis McLean

What to expect from us

Our founding vision was to offer high quality professional accounting and business development services and expertise to clients in a more customer focused environment than large accounting firms. This vision influences how we work with our clients.

One key frustration most people have with their accountant is lack of accessibility. We have addressed this issue in a number of ways.

A Curtis McLean director will have overall responsibility for your business with a manager who supervises progress and a team member to do any routine work. With this structure we can target our team to best answer your needs, while helping manage your costs. Crucially, the director will remain accessible to you. They will be available to meet with you face to face, they will answer your calls, and they will know your business.

Our size ensures that we are small enough to be responsive to our clients needs but large enough to have the expertise and resources to handle more difficult issues.

Some other things you should know:

• We only employ university graduates you’ll enjoy working with.
• All staff are NZICA members or working towards membership.
• Membership requires 40 hours of training, workshops and seminars, each year.

Our commitment to you

• We will treat you with courtesy.
• We will return your communications within 24 hours of receipt by us.
• We will not disclose any information about your organisation to any other party unless we have your prior permission to do so.
• We will keep you informed of any taxation changes that affect your business.
• If you require specialist advice that is not available in-house then we have no hesitation in referring the assignment on to a specialist.
• We will invoice you for any completed services monthly.
• We will not screen your telephone call. If you need to speak to one of the directors you will be put through to them without being asked who is calling. This is because all of our clients are equally important to us.
• We will make your accounting experience enjoyable.

Sarbanes-Oxley:

A potential conflict of interest occurs when your accountant not only prepares your Financial Statements but also gives advice and conducts the audit as well. Because we are not auditors we have no such conflict. We are happy to prepare your Financial Statements and work with your existing auditor or arrange for an audit of your accounts by an independent third party.