Switch Accountants (2017) Limited

Accountant · 22 Louvain Street, Whakatane, Bay Of Plenty

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About us

Providing a customer-focused accounting service is our priority. One that values integrity and professionalism. We want you to know we are here for you when you need us. We understand the challenges of business and strive to help you conquer them.

Meet the team

Switch Accountants (2017) Limited advisors: 9 - Xero certifications: 11

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

Rachel Learmond

Client Manager

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.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.

I am a qualified accounting technician with over 15 years experience and a passion for finding software solutions for clients

Cathy de Farias

Director

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

Charlene Purcell

Director

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

Raina Hiki

Director

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Switch Accountants (2017) Limited: Bank experience

Clients of Switch Accountants (2017) Limited connect to a range of banks via Xero. Switch Accountants (2017) Limited 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)
Kiwibank (NZ)
Rabobank (NZ)
TSB Bank (NZ)
Westpac (NZ)

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Switch Accountants (2017) Limited: Industry experience

Switch Accountants (2017) Limited 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.

Industry Specialist

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Industries Served

Administration and support services
Agriculture
Construction and trades
Finance and insurance
Healthcare and social services
Manufacturing
Marketing, advertising and consulting
Professional services
Real estate and hiring services
Repairs and personal services
Retail

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Switch Accountants (2017) Limited : App experience

Switch Accountants (2017) Limited serves clients who use 4 different apps that connect and integrate with Xero.

Connected apps

Find us

Switch Accountants (2017) Limited has an office in 1 location

Whakatane: 22 Louvain Street, Whakatane, 3120, Bay Of Plenty; +64 73084717

New to Xero? Switch Accountants (2017) Limited can help

Xero is beautiful online accounting software for smaller businesses. Switch Accountants (2017) Limited can help make your switch as smooth as possible.

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

1 Year 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 2017

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.

Switch Accountants (2017) Limited

Xero Migration

Gold champion partner

Partner since 2017

Xero payroll certified

Xero advisor certified

About us

Find us on the web

Meet the team

Rachel Learmond

Cathy de Farias

Charlene Purcell

Raina Hiki

Switch Accountants (2017) Limited: Bank experience

Bank connections

Switch Accountants (2017) Limited: Industry experience

Industry Specialist

Retail & ecommerce

Professional services

Trade & construction

Industries Served

Switch Accountants (2017) Limited : App experience

Connected apps

Find us

New to Xero? Switch Accountants (2017) Limited can help

Please note, Xero doesn't guarantee the service of any one advisor