OUR PEOPLE

Come and meet our gurus:

 

Yogeeta Devi BBUS CA
Director

Yogeeta is our 'practical' guru and is actively involved in working closely with small businesses to make them grow and excel.

She is a highly regarded Chartered Accountant and specialises as a business advisor for self-employed professionals, assisting clients with accounting, tax compliance, tax planning, and structuring issues.

Yogeeta’s  passion for accounting grew while working in a Chartered Accounting firm. She has also worked as commercial accountant for Fonterra and held a management accountant position at Waikato District Health Board.

She enjoys helping people realise their full business potential and is widely respected for her fun, energetic and enthusiastic know-how, and can-do attitude to business and life.

 

 

 

Ross Wilson 

Ross Wilson BMS CA
Director

Ross is our ‘systems’ guru and specialises in the automation of processes within an organisation to reduce manual tasks.  Automation of management reporting is his particular strength along with analysis of information to enable management to make decisions based on facts. 

His experience includes working with CFO’s and Financial Controllers of many public hospitals along with running his own IT business and being a trustee of several charitable trusts.

Ross has been a Chartered Accountant for 15 years and is also owner of Costing Business Solutions Ltd, a specialised consulting firm that develops and implements innovative, effective solutions for organisations.

He believes in focusing on people & building long-term relationships with clients.

 

 

Caroline O'Hara-Lambert
Assistant Accountant

Caroline handles all our admin with ease and ensures smooth running of all office functions, including our team. She also prepares clients wages, human resources admin, liaises with Inland Revenue and does Companies Office functions.

Caroline comes from teaching background and is currently studying towards becoming an Accounting Technician. She is very family oriented, loves gardening and scrap booking.