SPECIALISES IN WORKING WITH BUSINESS OWNERS TO HELP THEM MAKE BETTER, MORE FOCUSED DECISIONS:
Felicity takes her duty as a trusted advisor seriously and enjoys building long-term relationships with clients. With a particular interest in hospitality, property and retail, Felicity works closely with her clients to develop key performance indicators and benchmarking against industry standards.
Felicity specialises in focusing and challenging her clients on their business objectives, whether that be expanding the business, maintaining a certain lifestyle or preparing for exit. She works with them regularly to evaluate performance and keep them on track to achieve the objectives set.
Felicity is a huge advocate for using cloud-based solutions to help a business work smarter not harder. She has seen organisations reduce costs and improve financial management by simply organising their internal systems. Felicity’s work in this area saw her nominated as a finalist in Young Accountant of the Year in 2012.
Felicity is also involved in keeping Greenlion at the forefront of technology, her work on the Xero Partner Advisory Council and as the former National lead of Xero and Spotlight in a big four firm makes her a great ambassador for this role.