Strategic & Client Success Leadership

A visionary Chartered Accountant, Shwet specializes in UK and US clients, excelling in onboarding and financial workflow transformation. With expertise in Xero, QuickBooks, MYOB, and Sage, she brings strategic leadership that turns complex financial processes into smooth, scalable systems.

Nitish is a detail-focused Accounting Specialist for clients in Australia, New Zealand, and Ireland. He supports CA firms with financial statements, tax returns, and planning, blending precision with client-first solutions to deliver long-term, personalized results.

Amit leads our Director-Level Review function being a CA, specializing in Indian and New Zealand clients. With a focus on onboarding, reporting, and integration, he leverages tools like Xero, QuickBooks, Tally, and Sage to drive accurate, tech-enabled financial oversight.

Daniel specializes in serving clients across New Zealand, bringing strong expertise in compliance, reporting, and accounting workflows. Known for his reliability and precision, he ensures local requirements are met with efficiency, making him a trusted support for firms and businesses operating in the NZ region.

Pankaj is focused on supporting New Zealand-based clients with end-to-end accounting operations. With a keen eye for detail and process accuracy, he ensures financial data aligns with NZ compliance standards, delivering consistent, high-quality support that firms can rely on.

Sandeep brings deep expertise in Farm Accounting for clients across Australia and New Zealand. From livestock to cropping businesses, he understands agri-specific workflows and delivers tailored financial reporting, compliance, and support, ensuring farmers and agri-firms stay on top of their numbers year-round.

CMA-qualified and trusted by firms across NZ, US, UK, Canada, and the GCC, Sumit specializes in farm accounting, bloodstock, trust & estate reporting, forecasting, investment portfolios, and multi-entity reporting. He ensures clean books, tax-ready reports, and stress-free scalability, making him the go-to expert for complex, cross-border finance.

With 15+ years of experience, Aksana specializes in forensic accounting, strategic partnerships, and market expansion. She is known for her data-driven and collaborative leadership; she’s a trusted partner in cross-functional growth and long-term value creation.

An experienced CFO with an MBA in Corporate Finance, Tina brings deep specialization in cryptocurrency. With advisory roles at Gusto and Expensify, she helps innovative ideas scale, merging strategic insight with operational excellence in Web3, SaaS, and AI.