Smith + Jack Chartered Accountants are a friendly local firm of accountants and auditors based in Middleton, Christchurch, with a particular specialism in charities and not-for-profit organisations. The team works with a large number of Registered Charities, Incorporated Societies and not-for-profits, providing audits and reviews, financial reporting assistance and general financial advice on financial systems.
The practice is led by Bevan Smith, who has been in public practice for over 20 years after an earlier career in the commercial world, and has built up a strong following from charities who engage him for their audit work. He is joined by Tracey Jack, whose background as an Accounts Clerk while completing her Chartered Accountant qualifications gives her a solid grounding in day-to-day business operations, with particular strengths in Xero systems, preschool start-ups and troubleshooting accounting system problems. Both Bevan and Tracey are Chartered Accountants and registered Qualified Auditors, and the firm offers a free initial consultation for anyone wanting to discuss how they can help.
Smith + Jack Chartered Accountants describe themselves as friendly local accountants and auditors, working with people first and letting the numbers follow. Based in Middleton, Christchurch, the firm has built a particular reputation as specialists in charities and not-for-profit organisations.
Smith + Jack has experience working with a large number of Registered Charities, Incorporated Societies and not-for-profits, providing audits and reviews, financial reporting assistance, and general financial advice on financial systems. This focus has built up a strong following among charities specifically, who return to the firm for their audit work year after year.
While audit and assurance work is a core part of the practice, Smith + Jack points out there are many different types of assurance beyond a standard audit. Whether an organisation needs to satisfy a legal requirement or an external party, the team can also review internal control systems to help minimise opportunities for fraud, or audit specific account balances or processes as needed. Both Bevan and Tracey hold Qualified Auditor registration, giving clients confidence in the rigour of the work.
Taxation is treated as a core business requirement rather than an afterthought — covering GST, PAYE and Income Tax, with the goal of ensuring clients are minimising their tax obligations. For clients dealing with the IRD, Smith + Jack can deal with them directly to try and negotiate a workable solution.
Smith + Jack has a number of successful start-ups on its books, offering assistance from before a business is even purchased or set up, through to help with finance applications and accounting system set-up. Once a venture is launched, the firm continues to provide ongoing advice as the business grows.
Bevan Smith has been in public practice for over 20 years, following an earlier career in the commercial world with service and manufacturing firms and a publicly listed company. Known for listening well and advocating effectively for clients, he provides practical, usable advice and has built up a strong following from charities engaging him for audit work. Tracey Jack spent years as an Accounts Clerk while completing her Chartered Accountant qualifications and managing a young family, giving her a solid grounding in day-to-day business processes. After several years with Not for Profit accounting service providers, she joined Bevan's practice, bringing particular strengths in Xero systems, preschool start-ups, and troubleshooting accounting system problems. Both are Chartered Accountants and registered Qualified Auditors, and members of CAANZ (formerly NZICA), holding a Certificate of Public Practice.
There is no cost for an initial consultation, so anyone curious about how Smith + Jack can help is encouraged to give the team a call or send an email to arrange a chat.
Smith + Jack Chartered Accountants is located at 34 Birmingham Drive, Middleton, Christchurch, and can be reached by phone or email to discuss charity audits, general accounting, taxation or business start-up support.