ABOUT US

We believe being an accountant is much more than just compliance, and we understand the challenges faced by business owners.  This belief is why we are not only your accountants, but we are partners who will help you build a financially successful business. We use a combination of cloud-based technologies and our team's expertise to provide real solutions to real world challenges and a fresh new way to think about business.

THE EXECUTIVE TEAM

Dan Henderson and Brendan Waters represent the best in accounting and business innovation. With a solid background in the more traditional sectors of the industry, they first learned all the rules of the game and then made new ones.

TECHNOLOGY

We pride ourselves on staying ahead of the technology curve, as a Platinum Partner of Xero and a 5-time Partner of the Year Award winner we understand the positive impact technology can have in developing and managing any business.

Contact us today, and we'll help you understand the impact cloud-based accounting software can have on your business.

 

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MEET THE TEAM

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Jeremy Wilson

Director

Jeremy’s main focus is driving business development within our Auckland client base, with a focus on the Construction, IT and Childcare industries.

Daniel Sloan

Daniel Sloan

Client Support

Daniel believes the best things in life are classic cars, rugby and going home each day knowing you’ve helped a client make their day that little bit easier.

Claire Bryant

Claire Bryant

Marketing Coordinator

Claire focuses on the development of marketing initiatives, brand consistency, our website, all events and our online/social media presence.

Sheetal Prasad

Sheetal Prasad

Workflow Administrator

Sheetal provides administrative assistance to the Directors, our Practice Manager and to our clients.

Charlotte Moodie

Charlotte Moodie

Senior Manager

Charlotte’s main focus is on our Wellington client base, ensuring clients are achieving their goals by providing advisory and compliance services.

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Jason Keen

Senior Manager

Jason focuses on supporting his clients to ensure they achieve a greater level of success and freedom.

Stacey Robben

Stacey Robben

Assistant Manager

Compliance, annual accounts, forecasting and Xero training are Stacey’s specialty.

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James Roskvist

Client Support

James assists the senior managers with the preparation of annual accounts, GST returns and other compliance work.

Sarah Duff

Sarah Duff

Administration/Reception Support

Sarah provides administration and reception support to the Wellington team.

Sam Ogle

Sam Ogle

Director

Sam is responsible for all advisory and accounting services in the Hawke’s Bay region. Sam’s motivated by seeing his clients achieve commercial and personal success through accounting and business best practice that’s delivered with logic and integrity.

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Cedric Knowles

Director

Cedric is responsible for all advisory and accounting services in the Hawke’s Bay region. Cedric focuses on supporting his clients in a planned and structured way to ensure they achieve a greater level of success and freedom.

Mike Price

Mike Price

Manager

Mike provides accounting compliance services to the Hawke’s Bay client base.

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Rochelle Toop

Manager

Rochelle’s primary focus is on our Hawke's Bay client base. She works with a diverse range of clients, helping them with their accounting compliance needs and providing them with day to day business advice.

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Brenda Roberts

Client Manager

Brenda combines her accounting expertise and drive for success to help enablebusiness clients fulfill their accounting needs, particularly helping them up skill in cloud accounting.

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