DDI. 07 376 2731
BBS (Acct), NZCF (Forestry), MNZIF
Garth specialises in the business of forestry, business systems, tenders, costings, pricing, proposals and evaluations of forest investment options. Experienced in road transport contracting and information systems. Garth has also had experience with the intricacies of taxation in the aviation industry.
DDI. 07 376 2701
Tom specialises in business development, sustainable energy, business valuations and assessments, restructuring sale and purchase. Experienced in taxation, tax planning, trusts administration and business advice. Tom also has a strong background in business structuring, financial analysis and developing business optimisation strategies.
DDI. 07 349 5008
Chartered Accountant (CA), Bachelor of Commerce and Administration (BCA) Accounting, Bachelor of Business Studies (BBS) Human Resources
Craig is a forward-thinking accountant focused on business growth, strategic goal setting and the long-term sustainable success of small to medium sized business clients. He has a broad range of business skills to offer beyond core accounting; having worked in a variety of roles for major banks, large corporates and in insolvency. Away from the office he attempts to keep up with his wife, daughters and friends on the ski field in winter and is a keen tennis player in the summer.
DDI. 07 376 2706
BBS. Certified Public Accountant
Jared is experienced in guiding new businesses through the initial start-up phase and mentoring them as they grow and succeed. He specialises in business structures, tax minimisation, Xero and small to medium sized businesses. Jared is experienced with implementation of computers and internal systems.
DDI. 07 376 2754
BCom Chartered Accountant
Malveena is an accountant with specialisation in the farming sector. She is skilled in financial reporting, cash flow reporting, budgeting including forecasts and cost analysis for finance applications and tax planning.
DDI. 07 376 2722
Hons. B. Compt (Acct), M Inst D
Mark is an accountant who is highly skilled in the areas of business structures, property, asset protection, management reporting, management advice, and financial reporting. Mark has experience in systems implementation, training and is a Xero expert. He also has a strong focus on business governance and is a member of the Institute of Directors.
DDI. 07 376 2710
Dip Bus, TCB (Farm Mgt), M Inst D
Michael's accountancy experience is with large agri-business operations, financial analysis and systems, strategic and succession planning, taxation and the appropriate structures. Start ups including international investors for whom he manages their New Zealand interests. Family corporates, Maori entities and equity partnerships together with family farms.
DDI. 07 376 2776
Chartered Accountant (CA) Bachelor of Business Studies (Massey Uni), (BBS) Post Graduate in Professional Accountancy (Massey Uni), (PGPA)
Nick specialises in helping clients achieve their business or personal financial goals. Whether that be acquisitions, growth and improvement or succession planning. Nick has a passion from Agri-business, which stems from being born, and bred on a farm. Nick is not just accountancy trained; he also has practical experience managing one of New Zealand’s largest Maori Agribusinesses, Wairarapa Moana Incorporation - a combination of forestry and dairy farms situation in the Central North Island which consisted of 12,500 hectares and employing 80 staff. Nick managed WMI for five years while taking a break from public practice accountancy to grow his business management skills.
DDI. 07 376 2707
BBS. Chartered Accountant
Jeremy is an accountant with over 25 years' of experience both in the corporate and accounting environment. Jeremy has broad industry experience in the Gas and Electricity fields along with SME's. This includes IFRS Compliant Financial reporting, Budgeting, Forecasting, Treasury Management, Income Tax, Property Investment and Management and Funds Management.
DDI. 07 376 2721
Chartered Accountant (CA) Post Graduate Diploma in Accounting (Massey University) BMS (Hons) (Waikato University)
Sarah is a Chartered Accountant with over nine years’ experience in the small to medium sized business area. She enjoys identifying problems and solving them and is committed to helping clients achieve their financial goals. Sarah has broad experience in Overseas tax and investments, Trusts and Estate planning and Contractors. Sarah also has previous experience as a business analyst working for large corporates.
DDI. 07 376 2711
BBS. Chartered Accountant
Simone is an accountant skilled in financial and management accounts, cash flow reporting and budgeting, risk analysis, business valuations and tax planning. Simone is an authority on Xero implementations and training. She has worked both in New Zealand and overseas in both Financial and Management accounting roles, so has a broad range of business skills.
BS in Accountancy, CPA
Rejina started working for BFA after passing the board exam for licensed accountants in the Philippines. Now with BFA for two years, she considers herself experienced with Xero and NZ accounting as she prepares tax returns and annual accounts for clients. In her spare time, she loves to watch crime drama and thriller shows. She also plans to pursue a career in law as part of her post-graduate studies.
DDI. 07 376 2724
Sandy has worked in the accounting industry for 20 years. She joined the BFA team in 2013 and has a wealth of general accounting knowledge. In her spare time Sandy enjoys gardening, sports and the outdoors.
DDI. 07 376 2753
Accounting Technician and Member of the CAANZ
Hayley has worked at BFA since 2012 and is a qualified Accounting Technician and Member of CAANZ. She has incredible attention to detail when dealing with the IRD, GST, Tax and preparation of Financial Statements. Hayley is one of our experts in Xero and Xero Payroll, provides training and works closely with many of our clients with their day to day administration management of their small businesses. Hayley has an excellent knowledge in the Retail & Hospitality industries having previously had work experience in these areas. Outside of work, Hayley plays squash, gardens and spends time with her four legged family members.
DDI. 07 349 5002
BBS (Chartered Accountant)
Lyndell brings a wealth of accountancy experience to her clients having worked in a chartered accountancy environment since 2002. Becoming a fully-fledged Chartered Accountant in 2010, Lyndell enjoys the variety of work in a CA firm and enjoys working with a wide range of clients and their different industries. With two young children, Lyndell and her husband enjoy getting their family out and about to appreciate the beautiful lakes and forest environment that Rotorua offers for their walking, biking and swimming. You will often find Lyndell enjoying the company of friends and extended family or watching a good movie to relax.
DDI. 07 376 2709
B Com, UNISA (University of South Africa)
Wendy moved to New Zealand in 2019 and has over 25 years’ experience as a full-time consultant with a Taxation, Estate & Investment Planning Accounting firm in Port Elizabeth, South Africa. She specialises in overall group structures, ensuring accuracy of accountability of all investments, income and tax compliancy across the broad spectrum of individuals, trusts, companies and investment (holding) companies.
Rotorua born and raised, Bex started her accounting journey working for a small local Chartered Accountancy firm as an office administrator in 2012 which allowed her to grasp basic practical knowledge of accounting whilst completing her studies part-time at Toi Ohomai - where she was able to learn the theory side of accounting. This helped her to confidently transition in to more of an accounting based role where she has been since. Prior to joining the team at BFA, Bex was working with Maori entities and incorporations at Deloitte and GHA. Bex is very passionate about embracing the importance of developing and maintaining honest relationships with her clients and colleagues and believes that success is a journey, not a destination.
DDI. 07 462 0169
Karen is an accountant with extensive practical experience and has been working in the accounting environment for 20 years. Karen was the first founding staff member of the business and while having a break to bring up the children, has returned to support Garth, Mark and Simone in their team. Karen is your contact for those day-to-day queries in regard to every aspect of compliance and tax.
BS in Accountancy
Justine has a degree in Accountancy in the Phillipines and joined BFA after working for a year as a private accountant in a Korean electronic manufacturing company. Being a part of BFA is her first experience with public accounting in an outsourcing business. In her spare time, Justine enjoys listening to K-pop music, watching movies and shopping.
DDI. 07 376 2761
Daleen hails from South Africa and after moving to New Zealand, graduated from Massey University with a Bachelor of Accounting degree. Daleen and her husband have moved up the ranks in the Dairy Industry where they are dairy farming just outside of Taupo. Daleen’s prior work experience involved working as an Accounts Administrator for a large corporate farming organisation. She is experienced with Xero, Figured and BankLink software and we are lucky to have another member in the Agribusiness team with hands on farming knowledge.
DDI. 07 376 2725
Vicky joined the BFA team in 2007. Over the years Vicky has become very proficient in Payroll, GST, Tax and the preparation of Financial Statements. Vicky also has extensive knowledge in Xero, MYOB and IMS Payroll systems.
BS in Accountancy, CPA
Sophil is a Certified Public Accountant with an experience as a junior auditor under Deloitte Philippines. Before joining BFA, she was doing GST returns, payroll and bookkeeping for other NZ clients. Outside of work, she enjoys binge watching western TV series and exploring the rich culture of different provinces in the Philippines.
DDI. 07 349 5004
Associate Chartered Accountant (ACA)
Ann offers her clients depth of experience in the field of accounting. A member of CAANZ since 2003; she’s been involved in the field of accounting and finance her entire working life. With longevity in this field and a positive outlook, she brings a fresh perspective to her clients and relishes the challenges that accounting offers. Ann embraces the variety and stimulation her job offers; interacting with clients and assisting them with their financial tasks. She values the faith her clients place in her to oversee their accounting needs and being able to unburden them of any concerns in this regard. Outside of work, Ann and her husband are keen travelers and enjoying exploring the country whilst pursing their cycling and walking interests. She enjoys pilates, attending musical theatre shows and spending time with family.
Letitia is a Chartered Accountant an optimistic and approachable nature. She previously worked as an auditor for over 5 years and was an Audit Manager at BDO Rotorua for 2 years. During this time she worked with a diverse range of clients including not-for-profit organisations, Maori Trusts and Incorporations and SME For-Profit entities. Letitia enjoys problem solving and working with clients directly to meet their business and compliance needs
BS in Accountancy, CPA
Before joining BFA in March 2019, Jeff has had experience as an internal accountant in various industries such as beer manufacturing, cargo forwarding, loan financing, and construction. He also has knowledge in various accounting systems such as SAP, Oracle, PeachTree, Quickbooks and Xero. He now leads the offshore BFA team in the Philippines that provides support to the offices in Taupo and Rotorua.
When Jeff's not at work he enjoys time cooking for his family. He also likes to watch TV and play video games with his three kids.
DDI. 07 376 2705
Carli joined BFA in 2017 after completing an accounting and commercial law degree at Victoria University. Carli looks after a wide variety of clients but specialises in commercial businesses and residential rentals. Carli has a high level of knowledge in the Xero and app add-on space. She particularly enjoys helping clients streamline financial processes to ensure their business is running as efficiently as possible.
BS in Accountancy, CPA
After passing the Philippine licensure exam in 2019, Daniel started working in a manufacturing firm as part of their accounting team until he joined BFA in early 2020. Outside of work he spends his time playing volleyball along with many other sports.
DDI. 07 376 2732
Lynette has worked in the accounting industry for over 19 years. After spending 17 years working as a chemist in the agricultural sector. Her expertise lies in farm accounting and compliance for other small to medium businesses.
DDI. 07 349 5006
Associate Chartered Accountant (ACA)
Joanne, an ACA, first began working in the accounting field as a school leaver more than thirty years ago. Over the course of her career as an accountant she’s worked with a broad range of clients from a variety of sectors. In recent times, the majority of her clients have been from the retail, hospitality and medical fields. One of the highlights of Joanne’s job are the smiles and appreciation she sees on her clients’ faces when she’s helped them out. As well as enjoying mountain biking and walking in the beautiful forest areas surrounding Rotorua, she’s a stock car enthusiast along with the rest of her family.
DDI. 07 376 2737
Rachael has an incredible ‘know how’ when it comes to dealing with the IRD, GST, Tax and preparation of Financial Statements. Rachael is amazing in the technical space and is hugely knowledgeable with the likes of Xero. Before moving to Financial and Tax accounting she worked for a large multinational mining company in their Management Accounting department.
DDI. 07 376 2730
Growing up in Turangi, Maree has come ‘home’ after 20+ years in Auckland. Maree started work with BFA during Covid-19 lock down which was certainly an ‘unprecedented ‘ event for both parties.
Maree has primarily held positions in the financial service industry, working for global and local investment banks Deutsche Bank, Royal Bank of Scotland, Citi Bank and Bankers Trust in financial accounting and investment analytic roles.
Maree is experienced with Xero and looks forward to working with Figured as she moves to work with the Agribusiness team.
Maree is proud of her Maori heritage and ends with a Whakatauki (Proverb). Manaaki whenua, Manaaki tangata, Haere whakamua – Care for the land, Care for the people, Go forward.
DDI. 07 376 2735
Bachelor of Business in Accounting
Christine joined the BFA team in 2018 after making the decision to permanently reside in Taupo from previously working as an accountant in Pukekohe, South Auckland. Christine has knowledge in most industry sectors and is an expert in Xero. She has a big love for everything outdoors but enjoys the work-life balance BFA provides
DDI. 07 376 2751
BBS (Finance & Economics)
Lisa joined the team at BFA after graduating from Massey University in 2002 with a Bachelor of Business Studies and Finance. Lisa has been an accountant in the Agri Business team ever since. She has experience using Xero, Figured and BankLink software and loves assisting her clients with their ever changing financial needs. Outside of work, she enjoys swimming in the lake and river and spending time with family and friends.
DDI. 07 376 2704
Nesta has been with BFA for 16 years and has grown with the business. She assists with the financial aspects of BFA’s business and supports the other BFA team members. Outside of BFA, Nesta enjoys being outdoors, mountain biking, hiking & gardening.
BMS (Hons) in Marketing and Tourism Management
After graduating university, Sarah worked as a Sales and Marketing Support Manager at the Waitangi Treaty grounds until March 2020. Sarah joined BFA in May 2020, having had experience in a variety of different industries. She is looking forward to growing her skill set and helping the BFA team give our clients big smiles.
DDI. 07 376 2728
Theresa has over 35 years' experience in the accounting environment from the large corporates, Government departments and family businesses.
Theresa is a founding member of BFA and handles the financial aspects of BFA's business.
DDI. 07 349 5003
Diploma in Accounting
Michelle has been working in the accounting support space for the past year. Prior to joining the team Michelle worked in a variety of different roles that gives her a wide background to call upon. Previous experience includes a sole charge office management role, accounts, payroll administration and banking and finance. She enjoys the variety of tasks that she is able to sink her teeth into in an accountancy environment, having previously completed a Diploma in Accounting. During her free time Michelle practices yoga and meditation, hiking in the outdoors and appreciates interior design.
Claire has been with BFA for 9 years and is responsible for the preparation and reports of all records received from clients for accounting to process. Liaising with the Inland Revenue Department and ACC for any issues that may require sorting out for our clients. Claire also assists with the introduction of New Clients to BFA and maintaining of the BFA Database.
I have been with BFA for 5 years as a Client Support Manager. I really enjoy being part of the Team. I am involved with the introduction of New Clients to BFA and maintaining of the BFA Database. I prepare the records received from client for accounting to process. I liaising with the Inland Revenue Department and ACC on any issues that may require completing for our clients.
BBS (Marketing & Tourism)
Elizabeth (Liz) has been with BFA since 2019, coming to us from many years of running her own businesses in the hotel and catering sectors specialising in events weddings, conferences, groups. Prior to this, Liz had experience in sales and marketing in the hospitality industry in the Central North Island. Liz has an extensive background in MYOB and is well up to speed with Xero bookkeeping and payroll activities. Outside of work she enjoys spending time with her kids and in the outdoors - running, hiking, mountain biking, and time at the family farm.
DDI. 07 376 2703
Mereana joined the BFA team in June 2018, returning to her home town of Taupo after living in Auckland for the past 21 years. She worked for seven years as PA to the CEO in South Auckland’s largest Maori community service provider. She has a wide range of experience in administration and is enjoying being part of the BFA Team and supporting the Directors and senior staff.
DDI. 377 6380
Brenda has been on the front desk of BFA since 2012 and loves interacting with our clients. She loves providing awesome customer service to our clients, as well as supporting the BFA team.
DDI. 07 349 5000
Ruth has been working in our Rotorua office for the last three years after a career teaching English in the secondary and tertiary sectors. Initially she worked in the communications and marketing area of the business developing an online presence, and more recently as a PA to one of the directors. Ruth is a detail orientated person, and can call upon her knowledge of and ability to interpret legislation to help Jeremy effectively review and administer trusts..
Vanessa first started with BFA in 2003 and has recently returned after a period of “family growth”. During her time at BFA, Vanessa has worked in the area of Human Resources, predominantly as a consultant. Vanessa is able to assist our clients with employment law advice, preparation of employment and contractor agreements, payroll advice, recruitment, dispute management and any other HR issues.
Vanessa also assists BFA with our internal administration and Companies Office work.
Outside of work, Vanessa enjoys spending time with her family, mountain biking and generally enjoying the outdoors.
DDI. 027 243 3372
BCom (Marketing), BPhed
A marketer for over 20 years, Kristen has worked in a broad array of marketing, communication and media roles which enables her to provide a diversified approach to marketing. At BFA Kristen is responsible for our BFA brand, any marketing campaigns or external communication along with our internal communication.
Kristen has built up her marketing skill set and leadership skills through working for international brands Goldman Sachs, American Express, IAG, QBE Insurance and well known New Zealand brands Spark, AA Insurance and Yellow Pages Group. She has also worked with many SME’s to provide cost effective marketing plans and works through to implementing these for businesses.