Accountants charter new territories

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Founded in Papamoa, New Zealand’s only chartered accounting franchise is on a mission to improve the financial health and wellbeing of the Bay’s vibrant SME community. Money Metrics’ unique roaming workplace model is also fostering gender equity in an industry historically dominated by males.

Once a week, directors Cassandra Park and Karyn Baker meet virtually with their growing franchise team of Chartered Accountants (CAs). Compared to many other firms in the trade, there are two noticeable differences about the participants.

Firstly, as franchisees they are all equipped with first-hand experience of owning and running a business.

Secondly, in a departure from the industry norm, many of the team are female. It is not the only difference the innovative business model is creating.

Previously, New Zealand CAs were limited to only three options to progress in their careers:

  1. Entering into an expensive partner buy-in option
  2. Setting up a sole practitioner practice; or
  3. Reaching a senior level in a firm, where careers often stagnate.

A decade on from starting the original Money Metrics practice in Papamoa, Cassandra has been busy adapting to change. She explains that modern tech was once threatening to make number crunchers obsolete.

But these days Chartered Accountants are becoming valuable partners in business growth and success. Continuously evolving with new technology has enabled them to drive more constructive and meaningful results for their clients.

“In a modern day world where ‘workations’ and ‘bleisure’ are a thing, business objectives are increasingly linked to achieving personal goals,” she says.

“At Money Metrics, we take this into account. Our affordable tailored services help improve business performance and success so people can create balance beyond the books.”

Together with being community focused, it is a culture that Cassandra and Karyn also encourage for their team. Franchise owners Yvonne Handley (Bethlehem and Western Bay) and Kelly Lelieveld (Rotorua and Tauranga West) were attracted to the many career and lifestyle benefits of the franchise. Both women have extensive financial backgrounds and expertise. However prior to Money Metrics, very few career opportunities offered the same flexibility, collaboration and support.

Owning a franchise has enabled them to spend more time with their families and juggle all of the demands of being a modern day working mum.

Local Bay of Plenty businesses are encouraged to take advantage of a free one-hour consultation to discuss how Money Metrics can help support their financial health and wellbeing.


Phone: 0800Metrics


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