Gilligan Sheppard

Level 4, Smith & Caughey Building, 253 Queen Street, Auckland, New Zealand, 1010


Richard Ashby
E: [email protected]
T: +649 309519 1

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Member Profile

There is a significant difference between Gilligan Sheppard and traditional accountancy practices. If that seems like an extravagant statement to you, good. We planned it that way.

Conventional accounting practices struggle to solve the complex problems faced by the kind of people we work with. The curious, unorthodox, out-of-the-box thinkers always open to alternative solutions.

Traditional accountants may not mesh with people like you. We see beyond the numbers and data. We get people and ideas.

You need a partner whose creative drive matches yours.

At Gilligan Sheppard, we are proud to be different. We do not want to be like anyone else. We do not want to look like anyone else. And we certainly do not act like anyone else.

We go beyond relentless form-filling and compliance, finding creative ways to solve your problems and help grow your business. We encourage a spirit of collaboration and innovation to produce workable solutions.

We want to know your story, understand your business vision and how we can help you achieve it. We will not be a passive accounting partner; instead, we will challenge you, fight for you and alongside you, and do whatever it takes to achieve better than expected outcomes.

No one understands your business better than you, and for you, it is not just about making money. It is about expressing yourself, building great things and being proud of your innovations and successes. We love that. We believe in exploring diverse ways of doing things, and love working with people who aren’t afraid to challenge the status quo.

People like you.
More creative. More collaborative. Less corporate. If that is what you are looking for, then we’d like to work with you, too.

Our vision: To be recognised as New Zealand’s best enriching environment for talent, wealth, and business. Our purpose: We enrich our lives through enriching yours. Our values:

The freedom to be real The courage to imagine The determination to excel together Growing each other

We want a world that is striving to improve and is continuously thinking about how to make each day and each life better. We want a world where collaboration trumps competition, and where people participate honestly and openly by not being fake, and that relationships trump digits (money) and a world where the good of something greater than self, trumps self-interest. And all of this is supported by an environment where trust trumps fear.


We offer a comprehensive range of professional services in a convenient one-stop shop. With specialist experts around the world, you can be confident that you will receive the highest standard of advice.
















Spotlight Q&A

Gilligan Sheppard answered questions about the firm, some of the key issues affecting their sector, and the future of their industry & firm. See their answers below.

My thinking for some time now is that as the tools to assist clients in attending to their compliance obligations continue to become more advanced, accountants will have to move away from just being compliance accountants to becoming business advisers to their clients. Financial data is becoming more real-time, enabling accountants to sit alongside their clients and guide them today in the decisions they need to make for their business based on today’s data, not yesterday’s.
To develop more into becoming a boutique advisory practice for our clients while developing an international reputation via our network of trusted referrers.
Size wise we like our present position and have little desire to grow much larger. However, by upskilling the team and becoming more client focus, we strive to become the centre of our clients’ world, where they think of us first as their trusted advisor when any need arises in their business. We would like to have moved more into the advisory space and to embrace the technology available, to provide a high-value service to our clients.
At present, team resourcing as today’s employees has certainly changed from yesterday’s employees, particularly in a post-pandemic phase, during which a lot of self-reflection occurred. Employees are definitely more mobile and less sticky, so our challenge is to become an employer of choice for the available talent pool.
Probably 10-15%
We have a specialist tax team experienced in both domestic and cross-border taxation and business structuring. Alongside our general business services team, we have a specialist advisory team who performs various tasks, including business valuations, capital raising, buy/sell due diligence assistance, litigation support and expert witness, corporate governance advisory and family office support services.
The opportunity to connect with like-minded professionals all over the world and to create a portal where we can assist other members’ clients who have any New Zealand advisory/compliance requirements while at the same time being able to provide our own clients connections to trusted offshore professional advisors whenever the need arises.
I see BOKS as a relatively young global organisation, which will change over the coming years relatively quickly, if they maintain their present due diligence processes to ensure the quality of new members coming on board.
We focus purely on the SME market in NZ, but with no limits on the type of clients within that market which we will service – we are not industry specific or focused in other words.
We have assisted a number of multi-national clients recently in the set-up of their New Zealand operations, engagements which commence with advising on the recommended operational structure, attending to registrations with the relevant NZ regulatory authorities and Inland Revenue, assisting with opening NZ bank accounts, and then providing bookkeeping services to manage the NZ payroll and GST return filings. We then prepare the annual financial statements and income tax returns and continue to provide advisory services as required.
We endeavour to become their NZ one-stop-shop by offering a lower-cost bookkeeping service which can take care of their daily accounting needs on a cost-effective basis while at the same time being able to provide a high-quality advisory service when required, being able to recommend other NZ professionals to attend to any service areas which we do not provide and to ensure all annual compliance and reporting obligations are kept up to date.
No, we do not focus on any particular sector or service – we are confident that we have a team of professionals who can adapt quickly and service most needs of our clients – whatever sector those clients may be in. And if we can’t do it, we’ve certainly be around long enough and have the connections, to ensure that somebody can.
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