After more than 20 years working in a range of roles, Di founded Ontrack Bookkeeping in 2003.
She recognised a huge gap in the small business market for a quality bookkeeping service, and someone who could interpret the numbers for the business owners. Many business owners had no idea where their businesses were at financially until they met with their accountant once a year.
“They are out there doing what they do really well and the numbers side of the business is usually the last thing they want to be doing – either they don’t like doing it, , they don’t want to do it, or they don’t know-how. Their time is better spent doing what they do really well and focusing on the core aspects of the business. Having accurate financial data on hand is the key to business success, along with understanding what story those numbers are telling you.”
Di says she has loved seeing the business expand, from one client in 2003 to working with more than 200 businesses today, helping them to achieve sustainability and growth.
“I get such a buzz seeing the results for our clients. A lot of our clients have been with us for years, which is a testament to the authentic service we provide. The difference we make to our clients’ businesses is so rewarding. The weight taken off their shoulders, knowing their accounts are up-to-date, their IRD returns are all filed, and they know exactly where they are financially…”
Di is not your regular office-based bookkeeper. She is a cloud-based bookkeeper extraordinaire, Xero Certified Partner, a Tax Agent, a Certified Master Bookkeeper with the Institute of Certified NZ Bookkeepers (ICNZB) and one of the Top 50 Women in Accounting for 2020 and 2021. She has been involved volunteering her time, previously as Treasurer for Dress For Success Northland and President of the ICNZB, as well as mentoring and training bookkeepers throughout the country.
“We have a fantastic team, who are all highly experienced and we are dedicated to providing a high level of service and support to our clients. This gives me the opportunity to volunteer my time and give back to the community.”
It’s Di’s job to secure new business, manage staff, and take care of the implementation of systems, training, sales, research, and development. She’s also the resident Payroll Expert.
“One moment I’m the executive decision-maker, the next I’m the tea maker! I fill in where needed and guide and support the team to do what they do best – supporting our clients and each other.”
Outside work, she enjoys camping, reading, walking, and hanging out with family and friends, having a barbecue of a summer evening.
