About Synergy
Synergy started as an IRD Approved Tax Agency in 2018, with an aim to provide affordable high-quality accounting and taxation services to small to medium-sized business owners.
In 2019, Synergy became an Approved Public Practice Entity accredited by the Chartered Accountants Australia and New Zealand (“CAANZ”).
As an IRD approved Tax Advisor, Synergy meets all requirements under section 20B(5) of the Tax Administration Act 1994.
It is 100% New Zealand owned and operated.
Who We Are
Qualified Accounting Expert
Synergy Accounting offers hands-on services from Chartered Accountants’ perspective to assist SMEs with their accounting compliance needs and providing them with day to day business advise.
Synergy Accounting offers a transparent cost-effective fee structure that our clients know their commitments upfront, and we do not charge staff training and office administration costs.
The business is currently solely operated by the Founder. Synergy Accounting welcomes all qualified CAs with a minimum of 5 years of post-qualification experience to join.
Companny Mission Statement
Synergy’s aim is to deliver true results, focusing on strategic decisions and practical actions tailored to our clients’ unique reality.
Synergy’s mission and core values revolve around utter customer satisfaction and exceptional customer service, and the company is endeavouring to help you fulfil the goals of your business.
Company Culture
- Innovative: we are constantly evolving by adopting cutting edge world-class technologies, we are creative and passionate about the future of the accountancy industry
- People-centred: we focus on building client relationships to constantly add value to the services we provide
- Open and direct communication: we value open and honest conversations with our valued clients.
Who We Are
Sandy Dai
Founder, Former Public Practitioner & Managing Director
Sandy became a Certified Public Practitioner in 2019 and she has over eighteen years of experience in the chartered accountancy industry.
Sandy has worked with a diverse range of clients across the Wellington region, including the leading public and private sector organizations.
Sandy enjoys working closely with her clients to assist their businesses to grow and flourish.
Being an entrepreneur and property investor herself, Sandy truly understands how demanding and rewarding small business ownership can be and she is always striving to develop and expand her professional skill set.
Sandy joined the NZ Institute of Chartered Accountants (“NZICA”) as a Provisional Member over 20 years ago. In 2005, Sandy completed her Tertiary Education at Otago University, specifically for the Chartered Accountancy programme. Sandy ended her relationship with NZICA by her refusal to renew membership in June 2023.
If you are a qualified Chartered Accountant with at least five years of post-qualification experience and would like to join Synergy Accounting, please get in touch with Sandy.