Who We Are
Our firm is a small chartered accountant firm with three office locations, Hamilton, Auckland and South Island. We provide a wide range of accounting and business services for small to medium business owners, including property developer. David Xu, director of the firm, and our experienced staff are available to provide a professional and friendly service to assist you in your business in a timely and cost-effective manner. Our first consultation is free. On appointment, we will clearly explain the nature of the services to be performed and how will be charged therefore you will know what work to expect and when, and how much it will cost.
Meet Our Team
Our team strive to provice quality service at affordable price.
David Xu
David is the founder of the CA firm. He graduated from Waikato University in 2003 with accounting major, and previously worked as business service advisor and auditor for local accounting firms for nearly 10 years. David specialises in providing accounting and business solutions to business owners. David is a Chartered Accountant and is a Member of the Institute of Chartered Accountants which means that clients are assured that the services provided meet the highest professional standards. David is also a licensed immigration advisor, therefore he is able to assist you from immigration perspective.
Wendy Meng
Wendy is a full member of Chartered Accountants Australia and New Zealand. She graduated from Auckland University of Technology with a Master Degree in Accounting and joined us in 2013. She is the manager of our Hamilton office who is available in our business hours to provide Financial Analysis, Business Advisory, Financial Statements, GST Returns, Income Tax Returns, Cashflow Forecast and other accounting services to our clients.
Jenny Zhou
Jenny joined our firm in 2015. She is an Associate Chartered Accountant with a Master of Management Studies conferred from Waikato University in October 2006. She has extensive experience in the preparation of Annual Financial Statements and Tax Returns. She had a focus on a broad range of small and medium-sized enterprises, trusts, partnership, real property developer. She is always keen to add value of tax efficiency and good tax compliance by offering solutions to all kinds of clients according to their unique needs and circumstances.
April Huang
April is currently studying Master of professional accounting in Auckland university of technology towards becoming a Certified public accountant. With over 12 years’ experience working in CA firms, April brings a wealth of knowledge and expertise in the areas of compliance and taxation and she will happily assist you with any queries you may have or direct you to the personal that can help.
Bella Shen
Bella graduated from Massey University with a master’s degree in accountancy and finance. She joined us in 2019. She provides financial statements, GST returns, PAYE filing, income tax returns, cashflow forecast and other accounting services to our clients. She is currently associate member of CPA Australia and is on the journey to become a full member.
Cecilia Zheng
Cecilia joined our firm in 2022, currently a provisional member of CAANZ. After she graduated from University of Waikato with a degree of Bachelor of Professional Accounting, she previously worked in a local accounting firm for nearly 2 years. Cecilia provides financial statements, GST returns, PAYE filing, income tax returns and other company and tax administrative tasks.
Claire Zhou
Claire became a valued member of our firm in 2023, bringing with her a wealth of expertise as a dynamic finance professional with over 17 years of experience in financial markets and investment. Holding a Master of Applied Finance from Auckland University of Technology, she is presently pursuing a Master of Professional Accounting at the same institution, a strategic step towards achieving chartered accountant status. Claire excels in the realm of financial performance analysis, budgeting, and forecasting. Her focus extends to the meticulous preparation of financial statements, income tax returns, GST returns, and various company and tax administrative tasks. Her comprehensive skills and commitment underscore her invaluable contribution to our team.
David Shen
David is a full member of Chartered Accountants Australia and New Zealand. He graduated from Waikato University with a PGDip in Accounting. Previouly worked as company accountant in various industry for more than 8 year. He is the manager of our South Island office who is available in our business hours to provide Financial Analysis, Business Advisory, Financial Statements, GST Returns, Income Tax Returns, Cashflow Forecast and other accounting services to our clients.
Anna Wang
Administrator for our firm, Anna makes sure the office runs smoothly, deals with day to day office works.