Wanaka

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16

Nov

Xero Beginner’s Guide – Free Training Session

Still new to Xero? Learn how you can use Xero to work at its best for you 💻

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Accounting

Sidekick

16

Nov

Rotary Corporate Duck Race!

The Wanaka Rotary Club recently organised their annual Duck Race and Fundraiser, and Sidekick Wanaka were excited to...

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Wanaka

Sidekick

28

Oct

2021 Xero Awards Finalists!🏆

We’re extremely proud to be selected as finalists for the Large Partner of the year award AND the Advisory Partner of...

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Accounting

Sidekick
meet the team

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    Meet the Wanaka Team

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    Client Manager

    Peter Humphrey

    Client Manager, B Com, CA

    Phillippa Findlay

    Chartered Accountant Ashburton Queenstown
    Director

    James Swaney

    Chartered Accountant Christchurch Queenstown Rangiora Selwyn
    Adviser

    Ric Thorpe

    Client Manager, B Com, CA

    Anna Jopp

    Client Manager, BCom, CA

    Chris Waugh

    Office Manager

    Andrea Bono

    Client Services Assistant

    Erika Eberhardt

    Client Relationship Manager

    Kirsty Tapper

    Receptionist

    Keighley Redshaw

    Sidekick Legal Ashburton Queenstown
    Legal Specialist

    Kirsten Maclean

    Software Specialist Ashburton Christchurch Queenstown
    Software Specialist

    Josh Wilson

    Specialist Consultant Accountant, B Com, CA

    Scott Findlay

    Chartered Accountant Ashburton Christchurch
    Consultant

    Dave Jessep

    Client Manager

    Peter Humphrey

    Peter Humphrey is a Chartered Accountant who brings a wealth of local knowledge to the Findlay Sidekick team. He joins us, bringing a couple of decades of local business advisory and accounting experience under his belt. He also has some pretty cool tricks up his sleeve.

    Peter is astute, calm and he is dedicated to helping people. He is focused on building authentic relationships and guiding people through smart decision-making in business. To him, the human element of accounting is the most important. His strength is in developing long-term trust and genuine rapport with his clients. These strong relationships result in him being the ‘go-to-guy’ for financial problem-solving, navigating challenging times and celebrating the wins. Peter is in for the long haul on his clients’ business journeys.

    Speaking of long-haul journeys, Peter is enamoured with South America. This passion has taken him to Chile, Peru, Argentina and Uruguay to be immersed in the culture, people, landscape and language. Learning Spanish has deepened his connection to the culture. Speaking the local language has not only heightened the experience of travelling in these countries; completing university papers has provided a way to continue experiencing the culture vicariously from within NZ borders. Peter enjoys furthering his learning and education, and to him, foreign languages provide the perfect complement to his qualifications in commerce.

    Community and connection are drivers in Peter’s interests outside of work and travel. He is the Treasurer for the Alpine Community Development Trust, the governing body for Community Networks Upper Clutha. Peter is also part of the local Toastmasters organisation and he has recently joined the Upper Clutha Tramping Club to meet people and spend time trekking in the hills. He is always giving back, and enjoys spending time with different people in different places.

    Peter knows how to unpack the numbers, talk sense and help people and organisations in our community.  As we like to say at Findlay Sidekick, ‘We speak your language’. So we are very excited to welcome Peter to our team because he not only speaks your language when it comes to accounting; he also speaks English, French and Spanish. ¡Olé!

    :BCom (Hons), CA

    Client Manager, B Com, CA

    Phillippa Findlay

    Phillippa is a Chartered Accountant and senior member of team. Her strengths uphold the Sidekick philosophy to ‘Keep it Simple’. She is responsible for preparing compliance and management reports. She is able to set up smart systems to help clients manage their accounting easily. Phillippa has long-term clients in her portfolio that she has worked with for many years; she has knowledge of their businesses and has built strong client relationships. Phillippa is known for her friendly yet meticulous nature when it comes to accounting.

    Phillippa is a driven woman who attacks accounting and outdoor pursuits with passion.  Phillippa is a straight shooter and a logical smart thinker. Phillippa is a smart cookie and an amazing goal achiever.

    Phillippa’s specially areas include:  Family Trusts and Trades/Construction

    :CA, BCom

    Director

    James Swaney

    James is a fully qualified Chartered Accountant and studied at Lincoln University to gain a BCom, majoring in Accounting, Finance and Information Technology.

    James spent over four years working in the motor vehicle industry in Timaru, before becoming a Chartered Accountant.
    Looking at the big picture, setting goals and helping clients plan to achieve those goals are what James enjoys most about his job.

    When James is not in the office he is usually spending time with his family, and sometimes out on the squash court or race track. James is also a big rugby, cricket and motor sport fan.

    :BCom, CA, CPP

    Adviser

    Ric Thorpe

    Meet Ric, a trusty member of the Sidekick family since 2010! Well, he actually took a short break in 2012-13 returning to the media and design industry, but after 16 months he was drawn back to the incredible family-like team at Sidekick to spread the word of Fixed-Fee, Modern Accountancy across New Zealand.

    Traditionally Ric has been at the front end of our businesses as our sales guy, out for countless coffees a day and driving 1000 kms per week! He knows every inch of SH1 and could drive it with his eyes closed.

    Now Ric’s role is a mix between sales and consulting. Working with clients mostly to help them grow! His expertise lie in sales, establishing a strategy, pitching and most importantly, closing! He can help your business sell more, with integrity!

    Another key thing for Ric is culture, “culture eats strategy for breakfast” is one of Ric’s mantras*. If you have the right people and they all have a common purpose along with respect and love for one another, your business should thrive!

    As well as helping business owners take steps towards the greatness, you’ll also find Ric on the football field (although by his own admission, he’s getting, older, slower and heavier). He also enjoys spending his free time with his lovely wife and three gorgeous children in their very busy active lifestyle, living in Pegasus, north of Christchurch.

    *Not actually Ric’s mantra, a phrase originated by Peter Drucker and made famous by Mark Fields, President at Ford, is an absolute reality!

    Client Manager, B Com, CA

    Anna Jopp

    Anna brings worldly Corporate Accounting experience to the team. She worked a stint in the UK and also has gained Chartered Accounting experience a little bit closer to home in her most recent role in Dunedin.

    Anna has migrated to Wanaka to join the Findlay Sidekick team and also to enjoy the lifestyle the town offers. She is fond of Central Otago as a chunk of her childhood was spent growing up on a farm outside of Alexandra. She is looking forward to enjoying running, biking and skiing here and becoming part of the Wanaka community.

    Anna says the best part about being a Chartered Accountant is talking to clients from different backgrounds and learning about a variety of businesses and industries.

    Anna’s specialty areas include: Medical & Health Clients and Bars & Cafes

    :BCom, CA

    Client Manager, BCom, CA

    Chris Waugh

    Chris joins Findlay Sidekick as a senior Chartered Accountant. Chris will be a familiar face to many Wanaka folks. He has been a professional in our town for 17 years; we call him a local!

    Chris brings an enormous amount of accounting experience to the team. Accounting has always been his work; he started his career working in private companies then went on to complete his CA degree began working in public practice and never looked back. His wealth of knowledge across many industries and businesses, large and small, is a true asset to our growing team.

    Chris is embedded in the Wanaka community through his work with a Charitable Trust, Rotary and the Wanaka Golf Club. He generously donated his time as a Trustee for the Elsie and Ray Armstrong Trust, a wonderful little trust that supports individuals and projects in our town. The Wanaka Golf Club has the largest membership in the South Island and Chris has been Club Captain, in charge of organising tournaments, Club Champs and competitions; a mighty role that sees his name permanently etched in the Club’s history books. Chris jokes it is a sure-fire way to get your name on the wall of the Club Honours Board

    Chris lives with his wife here in Wanaka and has a daughter who also works in Wanaka. We are pleased to have Chris on the team; he understands our town, he knows the people, and is a core part of our community.

    :BCom, CA

    Office Manager

    Andrea Bono

    Andrea comes with a strong administration background with over 25 years’ experience ranging from Receptionist, Personal Assistant and Office Manager. She is qualified as a Microsoft Office Specialist and has also worked as a child-care worker for some years gaining important people skills that come in handy within a Personal Assistant role.

    She has enjoyed living in beautiful Wanaka for over 15 years – a true South Islander having grown up in South Canterbury. When she’s not at work, Andrea enjoys all things food-related including cooking for friends. With family ties in Italy, she enjoys travelling to Europe or reliving the Italian experience by cooking Italian food.

    With a friendly, happy disposition, she is the first contact when dealing with Findlay Sidekick.

    Client Services Assistant

    Erika Eberhardt

    Erika moved from Australia to Wanaka in 2014, and worked as an Office Administration Manager for a hotel group prior to joining the Findlay Sidekick team in 2017 as the Client Services Assistant. Prior to her move to New Zealand, Erika worked in the child care service sector, administering child care benefit and rebate claims for families.

    Although Erika spent most of her spare time in a boxing gym in Australia, she has hung up her boxing gloves and swapped them for a snowboard, learning how to snowboard for the first time after moving to Wanaka. Since catching the snow-bug, Erika has enjoyed trips to Japan and Canada with her partner, and tries her best to keep up with him on the ski slopes.

    As a mother, Erika relishes time with family and is enjoying the great work-life balance Wanaka provides.

    :Prov. At, Dip.Bus

    Client Relationship Manager

    Kirsty Tapper

    Kirsty is our Client Relationship Manager and looks after on-boarding of new clients as well as working with existing clients, a job that she has taken to with relish!

    She relocated to Wanaka to enjoy a more relaxed lifestyle and escape Auckland traffic! Kirsty loves the outdoors and living near the mountains where she can snowboard on the weekends in the winter and relax by the lake in the summer.

    Prior to moving to Wanaka, Kirsty has spent time living the French Alps as well as working on superyachts.

    Kirsty has a strong administration background, but perhaps what stands out the most about Kirsty, and a common thread amongst all of this, is her strength in building relationships. Which is exactly why she is a great fit in the Findlay Sidekick team.

    :BCS, Prov. AT

    Receptionist

    Keighley Redshaw

    Keighley is a well-known local that is the friendly face you’ll be greeted by at reception when you come to our office. Keighley is our admin superstar and assists our admin team and the Sidekick Wanaka accounting team with a variety of work. With a background of working in the hospitality industry, her top priority is maintaining great client and workplace relationships.

    When Keighley isn’t working, she loves to spend time with her beautiful daughter,
    head up the hill skiing or just chill enjoying the Wanaka lifestyle,

    Legal Specialist

    Kirsten Maclean

    Kirsten specialises in dispute resolution, relationship property, HR, and employment law.

    A litigator with over 20 years experience in all forms of dispute resolution both here and in England, Kirsten is also a qualified and admitted solicitor on the UK Solicitors’ roll. Kirsten has appeared at all levels of courts in the civil and employment jurisdiction, including the Court of Appeal in New Zealand and junioring in the House of Lords in the UK.

    Her significant expertise enables her to provide a range of advice and guidance relating to everything from all aspects of health and safety, to assisting in the prevention and resolution of employment-related issues for both employers and employees, relationship property matters and complex commercial, civil and trust litigation and disputes.

    With an outstanding track record for resolving complex litigation while previously working as a partner of a medium sized Canterbury firm and the head of an employment and dispute resolution team, she ensures her client’s business is future-proofed.

    :BA, LLB

    Software Specialist

    Josh Wilson

    Josh is a software specialist and Chartered Accountant with 14 years industry experience, and is spearheading the move to cloud-based accounting through Sidekick Cloud, launched in 2019.

    As traditional, time-consuming methods of book-keeping are being challenged in the market place – especially in the highly mobile post COVID-19 economy – Josh’s passion is in the potential of real-time cloud technology and its ability to enhance business efficiency and profitability. He designs holistic business systems for his clients and has a special focus on the add-on software market.

    Josh has a talent for assessing clients’ needs and ensuring he provides each business with the capability to manage their own finances through thorough training and ongoing support. He believes that this is the key to the sustainability of any new system and enjoys witnessing clients start to manage their own accounts with confidence. He is constantly learning and expanding his own knowledge in the world of add-on products for Xero users – such as WorkflowMax, Hubdoc and Unleashed – so that he can continue to offer the very best solutions for Kiwi businesses.

    :BCom, BA, CA

    Specialist Consultant Accountant, B Com, CA

    Scott Findlay

    Scott graduated from Otago University in 1992 and after working in corporate accounting, joined the practice in 2004.

    Scott is a highly skilled advisor who can assist you with business planning, profit improvement and human resources. He has a wealth of experience in the corporate accounting and business management field. Scott is admired for his sincere approach to helping clients understand their business. Scott is easy to talk to and passionate about streamlining his customers systems, driving profit and helping his clients to reach their goals.

    He genuinely cares for the people and businesses that he works with. Scott is a father and husband with a sporty family. He has a devilish sense of humour and is an advocate of political incorrectness. He attacks sport and business with determination and a touch of good-natured competitiveness. Scott is an ultra-friendly down to earth Southland man.

    Scott’s specialty areas include: Business Planning and Valuations

    :BCom, CA, CPP

    Consultant

    Dave Jessep

    Dave’s spent over 20 years in accounting and he still loves coming to work every day. He founded the company back in 2006, and his infectious enthusiasm has helped him build a company of talented staff who are excited to be part of DJCA.

    As you’d expect, Dave is a member of the NZ Institute of Chartered Accountants. He’s also a Mentor with the Business Mentors of NZ program, and is especially skilled at advising clients from all kinds of industries in strategy, planning, goal setting, and implementing business structures.

    Dave played hooker for Marlborough Boys’ College and won the Matthews Cup for Most Outstanding Player (ahead of Anton Oliver, who was maybe 14 at the time). He now enjoys running and biking with his kids.