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    Best posts made by batley.o

    • RE: Succession - How do you start the conversation?

      @Abi Abi, you have have a file on Succession planning by George Collier but here is a link for anyone. Presentation detailing suitable structures for asset protection and succession planning by George Collier to NZIPIM conference in December 2004 - http://www.iclca.co.nz/files/docs/structures.pdf Also Succession presentation by George Collier presented at New Zealand Law Society Conference in 2007. http://www.iclca.co.nz/files/docs/passing on the family farm.pdf

      posted in In the Office
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      batley.o
    • Reconciling transactions

      Re: Cashmanager RURAL tip & tricks

      Just reading Jo's advice.
      I reconcile regularly and use a dummy $10 entry at the beginning of the month, tick it as matching, so that you will always be $10 out, then when you open the reconcile screen it will be current statement page not jumping to the next. Maybe there is a better way, but that is my tip.

      posted in In the Office
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      batley.o
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