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Director
Carl’s career background is of over 22 years in Commercial Banking and Finance and 9 years in providing Business Advice.
He has extensive experience in the mentoring of Small to Medium businesses guiding them to achieving the goals they set themselves plus implementing or restructuring funding plans for new and existing businesses. | |
info@ybt.co.nz |
Key Skills
- Client Relationship Manager
- Business Mentoring / Coaching
- Business Funding
- Strategic Planning
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B.Com CA
Director
A Chartered Accountant for more than 30 years, Dave has an excellent background in both business assessment and risk management.
This focus led him to establish the value add service focus that YBT delivers and ensure maximisation of business potential and ultimate sale value. |
davem@ybt.co.nz |
Key Skills
- Business Valuations
- Succession & Exit Plans
- Risk Management
- Family Trusts
- Accounting
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B.Com CA
Associate
Matt has 13 years in Banking and Finance in both Business Manager and Credit approval roles.
Matt joined YBT in December 2003 after completing his B.com in Accounting and IT. He gained his CA qualification in 02/03/2007 and appointed as an Associate of YBT in 2009.
Matt's role is the management of the YBT accounting client portfolio ensuring the highest standards of compliance accounts are delivered in a timely manner. |
matheww@ybt.co.nz |
Key Skills
- Accounting
- Business Systems
- Client Advisory
- Cashflow / Budgets
- Taxation Compliance
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BSc, B.Com
Chartered Accountant
Jacyln started her career in accounting after graduating with her Bachelor of Science and Bachelor of Commerce from the University of Otago in 2004.
Jacyln joined YBT in early 2008. Her focus is upon Compliance Accounting, Taxation and General Accounting advice for Small to Medium Businesses. |
jacylnh@ybt.co.nz |
Key Skills
- Accounting Compliance
- Taxation
- Cashflow / Budgets
- Client Advisory
- GST / FBT
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