Peta Walker Email & Phone Number

Is your business designed to support your dreams? Do you have the right team in place to help you reach your business goals? Do you know how to interpret your accounts and leverage that information to move towards your business goals?I have over 30 years of experience helping business owners with exactly that. I break things down into straightforward steps and help find practical solutions to your business problems. ► WHO I WORK WITH Small to medium-size business owners who:✔ Have a dream or goal, but lack the strategic plan, financial strategy and business advisor to help them achieve it.✔Need guidance with building a successful team and putting the right bums in the right seats.► WHAT I DO● I help you to craft a business that you love, by first helping you determine what success looks like for you and the lifestyle you want to achieve. ● Together, we then design your business with a customized strategy that supports your vision, including advice on the team you need in place to reach your goals. ● I help you to get a clear understanding of your numbers and how your business is performing, with actionable advice on how to reach your short and long-term goals.► UNIQUE SKILLS AND EXPERIENCE☛ Chartered Accountant with more than 30 years experience ☛ Owner of an SME for 28 years.► UNIQUE CHARACTERISTICS● I excel at breaking things down into straightforward steps and finding practical solutions to my clients’ problems. ● Clients love how I help them interpret their accounts in a clear and pragmatic way.● I never stop learning, and love helping people develop to their best potential.● Not your typical ‘shy’ accountant, I’m a real people-person and enjoy collaborating and building successful teams.► NEXT STEPS Are you ready to finally bring your business to its true potential, with a guide by your side? Get in touch via LinkedIn message or email me at Peta@bwmillerdean.co.nz

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  Managing Director

  Bw Miller Dean

  2012 - Present

  Success looks different for everybody. Maybe you want a lifestyle business, a rapid-growth-to-sell-business, or just something that supports you while you get on with life.At BW Miller Dean, we help you to understand your finances and then we help you to craft your business so it becomes the tool to create the lifestyle you dream of.We believe in…✔ A relaxed approach✔ Language you understand✔ Being your confidant✔ Future-proofing your businessMY RESPONSIBILITIES INCLUDE:● Client manager: My number one priority is to manage relationships with my portfolio of clients. I also make sure that their work is completed to a high standard by the team, and I meet with clients to discuss their numbers and make sure they understand where they stand with their finances. ● Advisory work: This includes tasks like mergers and acquisitions, succession planning, tax consulting, business planning, budgets, and forecasts. ● CEO and General manager: I set the tone for the firm and make sure we have a strong business plan with annual and quarterly goals. I make sure that we have the right bums in the right seats and that we maintain the high levels of customer service that our clients are accustomed to.