Portfolio | BDO Gisborne — Accounting and financial reporting

BDO Gisborne — Accounting and financial reporting

BDO Gisborne — People helping people, achieve their dreams

We design and build custom software any specific purpose.

Accountancy firm BDO Gisborne has been all about locals for locals since 1921. While a member of the fifth biggest global accountancy network, the Gisborne team helps people in agribusiness and commercial businesses who enjoy some of New Zealand’s best land, lifestyles and beaches.

BDO Gisborne highly values the relationships they have with their clients. They strive to deliver on their promise of ‘people helping people, achieve their dreams’. The team is the largest firm of chartered accountants in the Gisborne Tairāwhiti region and proud to serve the East Coast community.

The challenge

Keen to modernise their old legacy system, BDO Gisborne knew they needed a succession system to run customer reports from their Sharesight data. Not content with what was available off the shelf, they needed both an internal reporting system, and reports to send to clients in their investment packs. We spoke with Steve Ostler, Associate at BDO Gisborne.

We wanted flexible reporting — a system for our investment team and reports with the look that our clients were used to

The Abletech difference

After discussing what was needed BDO Gisborne accepted Abletech’s proposal and the work began.

When it came to scoping it out they were thoughtful and friendly. Easy to talk to. We were clear from the outset of the big picture we were trying to get to. Abletech aligned well to our objectives

Having built the original Sharesight software, Abletech was familiar with the product, and keen to build a precise bespoke solution for BDO Gisborne’s staff and clients.

We felt safe in the knowledge that we were dealing with people who understood the products we were working with

The result

Now, BDO Gisborne’s investment team can rely on tailored reports for their internal tiered check and review system. The other reports show clients how their investment has performed over a period of time, or get attached to the annual financial statements when they do the yearly accounts.

Our clients are ultimately the ones we want to deliver for

Seeking to always bring the world’s best to the East Coast, BDO Gisborne now has modern reliable reporting systems to support the people of Tairāwhiti Gisborne to achieve their dreams.

Read another Abletech case study — CRS Farm Management software.

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