Sales, Marketing & Financial Experts in one team.
The SMEtric Insights consulting team work with small to medium sized enterprise owners in New Zealand to help them fix, grow or exit their business. Our experienced team of Sales, Marketing and Financial Experts are all business owners and fully understand the aches, pains and rewards of owning a business. We have all been there and we are here to provide you with the help your business needs to thrive.
“Our mission is to help you make money, save money, and in less time by using best practice methods that create transformational results.”
SMEtric Consulting Provides the Following Services:
- Cash Flow Management Services
- Business Advisory Services
- Sales and Marketing Services
- Accounting Services
- Exit and Succession Strategies
Download our Free Resources to help Fix, Grow or Exit your Business
- Sharp Sales Tools For Today’s Market eBook
- Website Sales Success eBook
- How Ready is Your Business to Sell?
About the SMEtric Consulting Team
Warwick is seasoned. That means he’s been around the block and learnt a few things along the way. He’s been a senior executive in large corporates and a business owner in a range of sectors. He is a chartered accountant, business advisor and industry commentator. Warwick is personally referred to by banks and business associations to turn around poor performance, and help businesses reach their ultimate growth goals, and sale readiness.
Margaret has worked and owned SME businesses in multiple industries, including consulting, horticulture, access hire, and manufacturing. . Margaret relates well to business owners and managers as she understands the issues they face. With particular interest in the role of women in small businesses, their different needs, and different measures of success, Margaret is keen to support them to reach their full potential. Margaret has a BSc (Earth Sciences), a PGradDip in Agricultural Science, and a PGradDipBus in Marketing.
Sales Strategic Partner
Bill from 3 Piece Sales is a master sales trainer and certified professional speaker with vast sales leadership experience in multiple channels.
A master at leveraging opportunities, he can multiply your existing marketing and catapult your sales teams efforts. Bill is a specialist on attracting new business through referrals, the creation of profitable business relationships and how to create an ethical sales process that fits within your team’s internal values – so they want to use it.
His simple and easy to understand presentation style inspires clients to make a commitment to take action with what they have learnt and walk away with an “I can do this” attitude.
IT & Systems
Peter from Beyond Expectations is a master at optimising Xero and its infrastructure for your results. Peter is focused on helping business owners get the best use out of technology for an organisation, at the most cost effective price.
With Peter, you get someone who has done the hard yards in both the corporate landscape and with smaller businesses. He understands business, information requirements and systems, and bridges the gap between geek and real speak.
Lyall is our expert at sorting out the financial and administrative functions in SMEs and working with the business owner and staff to make these businesses more sustainable, more valuable and where required, preparing them for a more profitable sale.
He is a qualified Chartered Accountant with extensive accounting, financial systems and commercial management experience in SMEs covering a wide range of industries.He has a detailed experience and understanding of the processes involved in the implementation of a range of financial and retails systems. Lyall is also able to get hands on to sort out the chaos in a user friendly fashion and train staff use the systems better to keep the business on track.
Lyall is comfortable with high level strategic thinking and has held critical roles in growing SME businesses and been involved in helping owners attract new equity partners and joint venture partners for their businesses.
PH 027-3077-294 or EMAIL
Scott is another of our experts at sorting out the finance and administrative functions of SMEs. He has had experience as a CFO/CO
O General Manager in a broad range of industries. Scott has had senior roles in both corporates and SMEs in manufacturing, hospitality and gaming, local government, travel and tourism, fertility services and membership organisations.
He is skilled in information systems, recovery from systems and process failure, manufacturing, financial and commercial, human resources, change management, legal contracts, sales and operations, process improvement, education, business consulting.
Gary is a proven senior finance executive that adds commercial value to an organisation.
He has experience across a number of industry sectors including retail, wholesale distribution, manufacturing, building services, investment and finance. His expertise includes financial management, cash flow forecasting and reporting, business system and process improvements.
Gary is a team player with a logical and pragmatic approach to solving problems and achieving outcomes that enables the effective, planning, co-ordination and completion of tasks.
Kevin is a commercially astute Chartered Accountant with experience across a variety of sectors in highly competitive business environments. He has worked with engineering, manufacturing, education and travel businesses.
The past two decades roles have involved working through significant transformations of business structures, business system implementation and consolidation, change management and talent development.
In each of the roles the finance function has been a key business partner or influencer in the profitable growth and development of the businesses.
PH: 027-224-6961 or EMAIL
Bill has recently joined the team. He is another expert at sorting out financial and administrative functions in SMEs and working with the business owner and staff to make these businesses more sustainable and more valuable.
He is a qualified Chartered Accountant with a Masters in Commerce. He has extensive experience in financial and general management and operations management in various senior roles in businesses in the health sector, IT and logistics.
Bill is also very user-friendly and able to get hands on to sort out businesses and train staff to use systems more effectively to keep on track.
PH: 021-966-048 or EMAIL
Sandy began her career in a chartered accounting firm in 2003 qualifying as a Chartered Accountant in 2007 and has been working as the branch manager for a small accounting firm. Her main work focus has been in the tax compliance field, and she enjoys working with small to medium sized businesses helping them to produce timely relevant financial information to enable them to effectively structure their businesses to their best advantage, while working within current tax legislation.
Sandy’s qualifications include a Bachelor of Business degree and a Bachelor of Social Sciences degree. She believes in having the right life/work balance and feels that this is something all people are entitled to and therefore this flows into her conversations with clients.
Joanna has joined us as a Business Analyst. She is an IT Professional with more than fifteen years of experience t and IT Project Manager for US multinational firms in the Philippines. She is currently studying in Auckland at Postgraduate level in IT and rapidly acquiring skills in Business Intelligence.
PH: 027-281-5367 or EMAIL
Online Marketing Strategic Partner
Kent is founder and director of Kiwise Digital Marketing. Kent founded Kiwise Digital in 2010. He has a very well-rounded business background within SME and Corporate companies. Kent’s career began in 2001 in Paris, France. He worked for several International Marketing Software firms. He has over sixteen years of experience in sales and online marketing.
His company Kiwise Digital specialises in WordPress Website development, SEO and helping clients make money from their website. The Kiwise Digital Agency is located in Auckland City Downtown. Kent and his team have built over 250 business websites.
Ian provides management advice, structure and process to anyone, who is leading people, in manufacturing or sales. He helps to help keep New Zealand companies competitive by ensuring they are providing world class customer experiences, profitably.
Ian shares with clients the knowledge gained from over 30 years of broad industry experience in a variety of operational, sales, change management, special projects, project management and senior management roles.
Ian brings a constructive, positive approach to performance improvement. He helps others adapt to the demands of today’s conditions and so they are set up for the future by putting enduring, flexible, processes in place.
PH 021-0822- 3361 or EMAIL | LinkedIn
Industry Associations – Professional alignment
Professional Software Solutions – Accounting software options we recommend
FUTRLI – Tomorrow’s insights today
- Best of class forecasting software that works over your existing accounting software. No need to change your accountant.
Power BI – Bring your data to life
- Power BI transforms your company’s data into rich visuals for you to collect and organise so you can focus on what matters to you.
XERO – Beautiful accounting software
- If you are using or would like to use XERO, we can setup or integrate seamlessly with your existing accounts.
MYOB – The classic accountants software
- If you are using MYOB we can work seamlessly with your current setup