REAL Chartered Accountants Ltd

Accountant · 37 Monmouth Street, Tauranga, Bay Of Plenty

  • Xero Migration

    Specialist

    Xero Migration
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2007

    Experience

    Partner since 2007
  • Xero advisor certified

    Certification

    Xero advisor certified
  • Xero payroll certified

    Certification

    Xero payroll certified

About us

REAL Chartered Accountants is a practice situated in the Bay of Plenty. Our mission is to provide services tailored to the unique needs of each client. We believe in building strong personalised relationships with our clients and offer an extensive range of services. We have several speciality areas that allow us to focus on more than just the typical accountancy functions in our industry and are strongly committed to improving the financial position of our clients. We are Xero certified and can provide assistance with set up, conversion and training. We are able to supply support and guidance for you to get the best information possible from Xero.

Affiliations

  • Chartered Accountants of Australia & New Zealand

Find us on the web

Meet the team

REAL Chartered Accountants Ltd advisors: unknown - Xero certifications: 16

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Ann Simon

Accountant

Profile image for Ann Simon
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • 1 year Xerocon attendance

Senior Accountant with Real CA. Previously worked in accounting, banking, insurance and finance whilst studying and raising a family. Broad knowledge base of accounting and taxation.

Xero certified.

Gillian Box

Senior Accountant

Profile image for Gillian Box
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • 1 year Xerocon attendance

I’m an enthusiastic user and trainer of Xero and its products. I enjoy partnering with my clients to streamline their processes, allowing them to focus on achieving their business goals.

Karin Copestake

Chartered Accountant

Profile image for Karin Copestake
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 1 year Xerocon attendance

I am passionate about helping clients grow their business and implementing systems to make their job easier. I also own my own business so understand the challenges faced by business owners.

Rob Egan

Director

Profile image for Rob Egan
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 3 years Xerocon attendance

I specialise in assisting and advising small to large sized businesses and individuals with their taxation and financial affairs.

Genelle Lee

Accountant

Profile image for Genelle Lee
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • 1 year Xerocon attendance

I have been with REAL CA since 2014 and have been an accountant since 2002. I enjoy being able to help my clients with their accounting issues either in person or by phone/email.

REAL Chartered Accountants Ltd: Bank experience

Clients of REAL Chartered Accountants Ltd connect to a range of banks via Xero. REAL Chartered Accountants Ltd specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • ANZ (NZ)
  • ASB (NZ)
  • BNZ (NZ)
  • Farm Source (NZ)
  • Farmlands (NZ)
  • Heartland Bank (NZ)
  • Kiwibank (NZ)
  • PayPal
  • Rabobank (NZ)
  • SBS Bank (NZ)
  • Stripe
  • TSB Bank (NZ)
  • Westpac (NZ)

REAL Chartered Accountants Ltd: Industry experience

REAL Chartered Accountants Ltd works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Accommodation and hospitality
  • Administration and support services
  • Agriculture
  • Arts and recreation
  • Construction and trades
  • E-commerce
  • Education
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage
  • Utilities
  • Wholesale

REAL Chartered Accountants Ltd : App experience

REAL Chartered Accountants Ltd serves clients who use 7 different apps that connect and integrate with Xero.



Connected apps

Find us

REAL Chartered Accountants Ltd has an office in 1 location

Tauranga

37 Monmouth Street, Tauranga, 3110, Bay Of Plenty

+64 75718081

New to Xero? REAL Chartered Accountants Ltd can help

Xero is beautiful online accounting software for smaller businesses. REAL Chartered Accountants Ltd can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 3 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2007

Awards

  • Xero Set Up Expert 2017 NZ
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.