We’re here to help you understand the numbers
We take a proactive, personalised approach to help your business thrive.
By deeply understanding your unique challenges and goals, we deliver tailored solutions that drive growth. Our commitment to transparency and flexibility ensures that as your business evolves, we’re there to provide the right support when you need it most.
We bridge the gap between accountants and business leaders, including CFOs, CEOs, and Directors
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We bridge the gap between accountants and business leaders, including CFOs, CEOs, and Directors
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We bridge the gap between accountants and business leaders, including CFOs, CEOs, and Directors • We bridge the gap between accountants and business leaders, including CFOs, CEOs, and Directors •
Meet the team
We’re a modern accounting firm based in Ponsonby, committed to providing high-quality, flexible accounting solutions to businesses across New Zealand. Partnering with us gives you access to expert financial controllers who oversee your accounting operations with precision and care. We play a key role in managing your business finances, providing accurate financial reporting, strategic planning, and practical advice, all while ensuring your compliance obligations are taken care of.
LISA GOTLIEB
Lisa is a Chartered Accountant with extensive experience from her time at Ernst & Young and over a decade of expertise serving SMEs in Hong Kong.
She specialises in accounting, advisory, and financial controller services, delivering tailored solutions that drive success.
Lisa’s dedication to her clients’ growth is reflected in the strong, long-term relationships she builds and the tangible results she helps them achieve.
As a trusted advisor, she goes above and beyond to support their financial goals and contribute to their sustained growth.
RACHAEL CLEARWATER
Rachael is a Chartered Accountant with a wealth of experience gained from her tenure at Ernst & Young. Over the past decade, she has worked in the financial services sector both in New Zealand and internationally, specialising in scenario modelling, management reporting, and financial reporting.
Driven by a passion for sustainability and innovation, Rachael takes a collaborative approach to her work, offering meaningful financial insights and creative solutions.
She is dedicated to helping business owners reach their goals by providing expert financial support tailored to their unique challenges and opportunities.
We bridge the gap between accountants and business leaders, including CFOs, CEOs, and Directors
We take pride in collaborating with clients who excel in their fields, including lawyers, real estate agents, health and fitness professionals, creatives, as well as manufacturing and e-commerce businesses. Our diverse portfolio reflects our commitment to serving a wide range of industries.
With extensive experience across these sectors, we dedicate ourselves to understanding the unique challenges your business faces. This allows us to provide personalised solutions and tailored support that align with your specific goals.
We are committed to innovation and sustainability, and use the best tools and technologies to enhance our partnership with you.
Whether you’re looking for help with a one-off project or ongoing support, we’re here to guide you every step of the way.
100%
Client Satisfaction
Our clients love working with us, and we’re committed to making sure you do too.
20+
Years of Expertise
Bringing big corporate experience to small businesses with our combined knowledge.
10+
Hours per Month
The amount of time our clients save by partnering with us.
Our values
We don’t just wait for tax time - we help you plan, optimise, and grow all year round.
Proactive
Innovative
Using the latest tools and technology, we provide streamlined, real-time solutions.
We’re committed to sustainable practices, ensuring we take care of your business and the planet.
Sustainable
Flexible
We adapt to your business needs by offering customised solutions.
