Engine Room

Established in 2001 to support small-medium sized New Zealand businesses, Engine Room Chartered Accountants takes pride in providing high-quality Business Coaching, Financial Management & Accounting Services in a professional, down-to-earth manner.

How we work together

Engine Room is a Sharesight Professional partner that leverages Sharesight to provide award-winning portfolio reporting to its clients.

Engine Room's thoughts on Sharesight

Sharesight ensures that we pick up all the information for accounting and tax purposes. It is a great way to see valuations at any point in time as well as the split between capital growth and income.

Philippa O'Mara — Director, Engine Room

Sharesight saves us 2-3 hours on a mid-sized portfolio, simply removing the need to track down missing dividend statements and create the schedule of income, as well as the calculations involved for foreign shares.

Philippa O'Mara — Director, Engine Room

Further reading

• Sharesight Blog: Q&A with Philippa O'Mara of Engine Room Chartered Accountants
• Engine Room Blog: Sharesight — Portfolio Tracking & Reporting