Governance Bio
Josie Taylor
Appoint Professional

Josie Taylor

Location
Auckland
Experience
4 Years
Remuneration
Paid Roles Only

Interested In:

Organisations

Private company

Roles

Director
Advisor / Advisory Board
Board Member
Other
“I am seeking a governance position with a family business with transition on the horizon. I add value by working with you to uncover & understand what is important to the business, shareholders & family. This allows me to be independent to reach decisions that are best aligned to the goals of both the business and family.”
Experience
Memberships

Professional

Institute of Directors

Special Interest Groups

Family Businesses
Governance Roles

Director

McIsaacs Ltd

April 2017 - Present (2 years)

Director/owner of chartered accountancy firm. Please Refer to my bio on our website www.mcisaacs.co.nz I specialise in family business consultancy (governance systems for the family and business and succession) I enjoy helping clients through advisory work and systems that I have developed to take clients to a path of getting their business sale ready, whether that be for the next generation or a complete sale outside the family. I also look after a fee base of clients with general compliance work , regular reporting systems , forecasting, tax and special projects.

Director

Families and Business Ltd

July 2012 - February 2017 (4 years)

I was a director of this company which was set up to specialise in family business consultancy to separate out this part of the business from WBB Chartered Accountants Ltd of which I was a principal. I set up the systems for the business and sold out when I exited WBB to move to McIsaacs Ltd. I now do this type of specialised work within McIsaacs Ltd.

Executive Roles

Director / Shareholder

McIsaacs Ltd

April 2017 - Present (2 years)

McIsaacs is a chartered accountancy firm. I manage a client base in regard to standard regular work of a chartered accountant. I enjoy working with clients on a long term basis to guide them to success. I specialise in family business consulting, helping families with difficult discussions, decisions , setting up family and business governance and succession planning.

Principal/ owner

WBB Chartered Accountants Ltd

April 1995 - October 2016 (21 years)

I was a partner in this firm specialising in developing systems and processes for our business and clients. I looked after clients with general compliance, regular reporting, tax advice and special projects. In the later years I began to specialise in families business consultancy. I developed an area of expertise in this field and have spoken at conferences and provided governance training.

Education

International Centre for Families in Business (UK)

Family Business Advisor accreditation, Family Business Consultancy (Governance & Succession)

2014 - 2014

Chartered Accountants Australia New Zealand

Public Practice Certificate, Accountancy

2007 - 2007

Auckland University of Technology

Bachelor of Business, Accounting

1995 - 1999