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Michelle Malcolm

Senior Partner at Findex

Professional Background

Michelle Malcolm is an accomplished accountant and professional advisor with over 20 years of experience in the financial services industry. With a keen passion for facilitating business growth, Michelle has developed a comprehensive skill set that allows her to provide bespoke business advice tailored to meet her clients' unique needs. Sitting down with clients to understand their goals and challenges, she collaboratively works on strategies that not only help businesses thrive but also assist individuals in achieving their personal financial objectives.

Throughout her distinguished career, Michelle has played a crucial role in helping various businesses expand both nationally and internationally. Her expertise has allowed her to guide companies in improving operational efficiencies, enhancing profitability, and freeing up essential cash flow. Furthermore, Michelle is adept at developing clear business strategies that navigate the complexities of taxation laws while positioning organizations for sustainable growth.

Her versatile professional experience spans across nearly all industries, showcasing her ability to adapt and provide value in diverse sectors. Notably, she possesses particular expertise in property development and construction, the printing industry, professional services, manufacturing, wholesale industries, the innovation sector, and the import/export sector. This extensive background equips Michelle with a wealth of knowledge to address the multifaceted challenges businesses face in today’s dynamic environment.

Education and Achievements

Michelle Malcolm pursued her education in accountancy, culminating in a Bachelor of Business Studies (BBS) with a focus on Accountancy. This academic foundation, combined with her extensive professional experience, provides her with a robust understanding of financial principles and practices, enabling her to deliver high-quality advisory services.

In her career, Michelle has held significant leadership roles, including that of Senior Partner at Findex, a well-respected firm in the industry. Her leadership skills and deep understanding of accounting principles have made her a valuable asset to any organization she is a part of. Furthermore, her contributions to the community are evident from her former board memberships, including those at the Acorn Foundation NZ and Good Neighbour, where she worked to uplift her community through financial literacy and advisory support.

Additionally, she has participated as a board member at Tourism Bay of Plenty and was previously a Partner at Crowe Horwath New Zealand, showcasing her ability to lead and influence major business decisions in reputable firms. Michelle’s keen insight into the financial landscape and her commitment to mentoring others resonate through her work and the organizations she supports.

Achievements

Michelle Malcolm has an impressive track record of achievements that underscores her proficiency in her field. She has effectively assisted businesses in numerous areas, including:

  • Business Growth and Strategy: Helping companies define and execute their growth strategies.
  • Business Structures: Providing expertise in establishing effective business structures both in New Zealand and offshore.
  • Management Accounting and KPI's: Implementing robust management accounting practices and key performance indicators to track business performance.
  • Budgets and Cash-flows: Developing and managing comprehensive budgets and cash-flow strategies to maximize financial flexibility.
  • Costing and Pricing: Offering insights into effective costing methods and pricing strategies to enhance profitability.
  • Profit / Wealth Optimisation: Engaging in initiatives aimed at profit and wealth maximization for her clients.
  • Tax Planning: Delivering strategic tax planning services that align with clients' objectives while ensuring compliance with relevant laws.
  • Bank Funding and Succession Planning: Guiding clients through bank funding processes and preparing for seamless succession planning.
  • R & D Tax Credit Claims: Assisting innovative companies in claiming research and development tax credits, fostering further innovation and development in their industries.
  • Commercial Property Management: Advising on commercial property management to ensure client investments yield maximum returns.
  • Restructuring and Business Plans: Facilitating restructuring efforts and creating robust business plans that align with future goals.

Through her extensive service offerings, Michelle remains a trusted advisor for countless businesses looking to navigate the complex financial landscape and achieve sustainable growth. Whether it’s providing strategic counsel or operational support, her commitment to excellence and passion for helping others defines her approach to business advisory. Businesses seeking expert guidance in areas ranging from taxation to financial accounting can rely on Michelle’s experience and expertise to navigate their unique challenges effectively.

Related Questions

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Michelle Malcolm
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Location

Bay of Plenty, New Zealand