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Winter 2017 Newsletter Out Now

Check out the latest Newsletter from Leslie & O'Donnell.

The Winter 2017 LO Down is now available by clicking here or from the Articles and News Section on this website.

There are interesting articles about the changes at Leslie & O'Donnell lately,  including the introduction of our new Director, Alex Barton and the arrival of Rosie's beautiful baby girl to the LOD family.

Read about some recent changes in tax legislation and keep yourselves up to date.

We also have included information about how we can work smarter with you using a Client Portal and Docu-sign.

If you have any queries,  or want to go over any of the information,  please give us a call.

 

 

Holiday Wishes

Xero Advisor

LESLIE & O'DONNELL LTD - Proud to be showcasing Marlborough and XERO

I do a few crazy things outside of working for Leslie & O'Donnell so XERO thought this was a great way to showcase The XERO Advisors.

To check out Leslie & O'Donnell Ltd working to improve the way we work with clients click here - XERO Advisors - Leslie & O'Donnell Ltd - Andrea

 

Introducing SPOTLIGHT REPORTING

The Leslie & O'Donnell Team are learning new things all the time to help us work smarter with our clients.

Our latest discovery to enable us to work more closely and offer pro-active advice to our clients is Spotlight Reporting. 

With Spotlight Reporting we are able to provide clients with reports that assist them to better understand their financial results and enable valuable conversations to help businesses to look forward and grow.   We are able to provide clients with Cashflows and Budget Forecasts to gain more clarity and make well-informed decisions.

Clients may have already received an additional report with their Year End accounts or if we prepare their GST, there will shortly be a very helpful year to date report to accompany the year to date cashflow.  

We already have clients successfully using the forecasting tools and reporting regularly against targets and goals and growing their businesses, with Leslie & O'Donnell as their strategic partner. 

If you want to know more about Spotlight and the other Services we can offer to help put your financial destiny in your hands,  please give us a call today.