Host Sumith talks with Lisa Gotlieb, Director at Jam Accounting in Auckland, about her path from EY to running her own firm.
Lisa covers her time in France and Hong Kong, leaving stable employment at EY for contract work, and finding her niche with expat accounting. She talks about taking calculated risks, working with clients who want proper advisory services, and using tech to get more done.
The conversation touches on collaborative partnerships, building a business around your lifestyle, and Lisa's work promoting New Zealand Sign Language through her sister's project.
Practical insights for accountants looking to move beyond compliance into advisory work.
Topics covered:
• Leaving EY for contract work in Hong Kong
• Building Jam Accounting back in Auckland
• Finding the right clients for advisory services
• Using AI and automation effectively
• Collaborative partnerships vs traditional hiring
• Work-life balance in practice
• Supporting New Zealand Sign Language
Got something to say about the future of accounting in NZ? Let’s chat — you could be our next guest.
Email - Sumith@brisca.co.nz
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