Who We Are
Our firm is a small chartered accountant firm. We provide a wide range of accounting and business services for small to medium business owners, including property developers. David Shen, 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.
Kelly Zhu
Kelly Zhu is a chartered accountant and the manager of Auckland office. With ACCA, Singapore CA, and NZ CA memberships, she has over a decade of experience in taxation and financial consulting, having worked in senior finance roles at leading publicly listed companies. Kelly leads a team specializing in tax structuring, GST advisory, transfer pricing, and risk management, ensuring clients remain compliant while optimizing their tax positions. Her expertise extends to corporate finance, business structures, and tax planning, helping businesses navigate complex regulations and maximize financial efficiency. Known for her proactive approach and commitment to excellent client service, Kelly ensures timely and practical solutions tailored to each client's needs. She believes in strategic financial planning to support long-term business growth and wealth preservation. With a deep understanding of taxation and financial strategy, she provides insightful guidance to help businesses thrive in an evolving economic landscape.
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.