Reviews and results from Beany clients who love their bottom line.
Reviews and results from Beany clients who love their bottom line.
An enthusiastic traveller, Courtenay has yet to find a place she would rather call home than the beautiful Bay of Plenty. So it was no surprise that she fell into the passion of helping others buy and sell in the area too.
Courtenay realised her love for the real estate industry shortly after assuming her role as personal assistant to a successful and competitive agent in Mount Maunganui. In this fast paced role, learning how to be efficient in administration, client management and marketing was essential. Business was booming and her responsibilities quickly expanded into those of a buyer’s agent. This provided her with additional industry experience in the field dealing with clients daily. Young and dynamic, Courtenay took a leap of faith and branched out on her own.
She loves ensuring that she has everything organised to a tee to make sure they can deliver their absolute best to their clients. This is where she finds harmony with Beany – on first contact, the phone call rather than an email was what made the difference; the personal touch was really important. The fixed fees were also really helpful, ensuring Courtenay knew what she was paying up front helped with cashflow, especially when starting out.
Courtenay now operates as an agent team, alongside her partner, Kale Kirk, and is taking the Bay of Plenty real estate market by storm!
Back in 2014, businesses were starting to seriously re-allocate budgets away from traditional advertising towards social media. As an 18 year old based in Australia’s Hunter Valley, Ollie Brazier, founder of Oxygen Media, had a vision of its enormous potential for businesses … and he wanted in.
He was selling wine as a part time job when he asked a guy who walked in off the street if he knew of anyone who needed a social media manager. It was a decision that changed his future.
He was Ollie’s first client and this was the start of his initial business, Social Plus. Ollie quoted him AU$50 per month to run his four pages on both Facebook and Twitter; it didn’t even cover his electricity bill! But this client was running young entrepreneur businesses globally and introduced him to a world of bigger opportunity.
He continued to run Social Plus in addition to his “day job” working for Key Media in the States, and on his return to Australia, first in Sydney and then Melbourne. But his Dad had always instilled in him the value of working for yourself, so after a year in Melbourne, Ollie moved back to Taupō in 2017 and to freelancing, establishing Oxygen Media.
As a self-confessed avoider of all things accounting, Beany allows Ollie to concentrate on growing his business.Knowing that he’ll be advised when something needs attention, gives him peace of mind that he’s not missing his tax obligations and that his business is in expert hands.
Jamie’s quite the adventurer. Leaving Scotland when he was 20 after studying adventure tourism management, he headed for Africa and spent a year guiding on Kilimanjaro. And that’s when the love affair with the world’s second largest continent and her rivers began, establishing ‘Kayak the Nile’ and ‘Raft Africa’ in Uganda so
tourists could share his passion for Africa’s amazing waterways.
It was here he discovered the other great love of his life – wife Georgie, a Kiwi girl from Taupō, who he employed as a safari guide and who found her way into his heart.
With new priorities, Jamie sold his business and used his local knowledge and language skills to work in the burgeoning African oil industry, as well as securing work with Kelvin TOP-SET, incident and disaster investigators and trainers.
Now in Georgie’s home town of Taupō (they made the move 6 years ago), he still contracts to TOP-SET for one week a month, has been working on legislation for safety in adventure tourism in NZ and is freelancing as an auditor to AdventureMark™, NZ’s largest adventure activity certification body. Phew! All of which he fits around a busy family life with children Lucy (4) and Jack (7).
And that’s why he loves Beany –he knows that we’ll take care of all his business accounting and tax work for one easy monthly fee, while he gets on with planning and enjoying all the adventures Taupō and the world are yet to offer his family.
Mike and Nikki’s move to a lifestyle block just outside of Taupo came when they decided to sell the café they’d owned since 2015.Sitting on the deck of their new rental ‘pod’ with the sun shining, baby James on Nikki’s hip and daughter Annabel playing in a field, surrounded by a flock of white ducks and several Highland cows, it seems pretty idyllic.
But Annabel was just 6 weeks old when a café that they’d been looking at as a new business venture came on the market. Tired of working nights as a sous chef, Nikki knew she wanted to stay in food, so when the real estate agent called Mike to say that the café was on the market, they put in an offer.
Taking over the run down cafe was daunting. They desperately needed cashflow and so spent their days working front of house with Annabel strapped to the front of them, and their evenings (and often late into the night) creating new menus, repainting walls and renovating furniture.
In their first few months of business, they’d panic about calling their accountant as they didn’t know what it would cost them; cashflow was tight! But they desperately needed the support and advice. Hence the move to Beany, with unlimited support included in their fixed monthly fee package.
Still with Beany since selling the café, Nikki now runs the rental pod, and Mike contracts to an adventure tourism auditing business and teaches white water kayaking. They’re excited as to where the future will take them next.
What do you do when your husband returns from kindergarten drop-off and announces you’re buying an ice-cream cart on the Taupō waterfront? You embrace it wholeheartedly of course!
Or at least that’s what Victoria did when husband Johnny did exactly that after he got talking with the previous owners whose son went to the same kindy. They were returning to Europe and Johnny, who loves a bargain and reckons everyone loves ice-cream, spied an oppportunity.
That was three years ago when the couple from Burnley in Lancashire were pregnant with their third child Ava (they also have Bella 7 and Archie 5).
Because they’ve never owned a business before, the learning curve has been steep and the commitment huge – as Johnny says, “if you don’t put the cart out, you don’t make money”. But that said, they’re relishing being part of the community. The locals know that summer’s here when the gelato cart takes its spot beside the lake, and they’re always keen for a chat. One of the highlights of summer is the beach litter pick-up with local kids, with everyone rewarded with a free ice-cream for their efforts.
Victoria is first to admit she’s “rubbish with money”, so having the Beany support team at her beck and call has been a godsend. And with plans for another cart, more staff and clever ideas for extending the ice-cream season, we’ll be with them all the way advising on their business accounting and tax work for a set monthly fee … and all without the brain freeze of traditional accounting!
They say the kitchen’s the heart of the home, and for husband and wife team Stu and Sarah Martin, it’s the heart of a very successful, award-winning business too.
In 2007 when Stu was made redundant from his previous job, he didn’t sit on his hands. Instead he put them to work making kitchens in his garage at home. To help pay the bills while the business got established, Sarah went back to teaching when Tom, their son, was just 9 months old.
But working from home proved to be too restrictive, and out of the public eye, so Stu made the decision to lease an industrial unit and commit to growth. For the first couple of years he did it alone with the help of of contractors and relying heavily on family. Then, as his reputation spread, he was able to take on a couple of full time staff. However, not fully understanding the bottom line meant that by 2016 sales had stagnated and he was making less money … and that’s when Beany entered the picture.
We sat down with Stu and Sarah to get a handle on their business, to give them a deeper understanding of their day-to-day accounts and help them plan ahead. With this hands-on assistance from the Beany support team, they’ve expanded the SMJ workshop, taken on more staff, refined their target market and assessed the trends in their business, including future proofing for the quieter months.
And better still, in 2018 Sarah didn’t renew her teaching certificate and is now enjoying taking care of SMJ’s customer service and sales.
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