About Us


Company Profile

Felicity Smith CA


Felicity SmithFelicity Smith started the business with the idea of providing a different sort of accountant experience, one with a focus on the client, being easy to do business with and contactable.

Visits can be arranged after hours at your place or at your place of work, so your financial records are at your fingertips and you can relax.

She recognised that business is only part of an individual’s personal happiness and that one size solution was never going to fit everyone.

Embracing the electronic age she created a virtual office, offering clients the opportunity to “meet” via phone, email, Skype or in person. Costs were kept to a minimum by operating the business from a home office allowing plenty of family time and engaging staff on contract who also wanted flexibility for their families. Clients have come from a range of businesses and investment.

Growth has been organic and an office opened in Helensville in 2013 for those clients who like to meet in the office. Three staff now work in the business, with contract staff available to help with extra work.

The initial focus continues, underpinned by quality advice and a holistic approach, because everyone deserves to be happy.

Felicity is a chartered accountant and member of  Chartered Accountants Australia and New Zealand (CAANZ). She studied at Auckland Technical Institute part time whilst working and gaining practical experience, she gained her certificate of public practice from the New Zealand Institute of Chartered Accountants and is a registered tax agent. Felicity is the owner of the firm and has 40 years experience as a qualified accountant working in a variety of accounting and consulting roles for a wide range of clients. She specialises in financial management and tax work, and providing business advice to clients.

She is a member of CAANZ Taxation and Public Practice Groups. She is a trustee of Helensville District Health Trust. In her spare time Felicity likes to walk particularly in the country and bush, is a member of Forest and Bird and is a Sacramental Minister with the local Anglican – Methodist church.



 Suzie Smith

Suzie Smith


Our receptionist Suzie came to us after raising her family to school age. She has past experience in accountancy practice having worked for a large Auckland city based practice and is passionate about delivering great client service. Suzie is busy with her family activities and enjoys gardening and craft work.

Paul Smith

Paul Smith

Paul is Felicity’s husband and has responsibility for running payrolls for several clients. Paul has run several successful retail businesses over the years and enjoys the practical aspect of accounting. He has done several training courses in both MYOB and Xero. Paul is also a teacher aide at the local primary school and keeps fit mowing the lawns and assisting with pest control in a local Forest and Bird reserve.