Affinity Accounting & Advisory Ltd

accountant — Wellington CBD · Wellington

About Affinity Accounting & Advisory Ltd

Affinity Accounting & Advisory Limited is a Wellington accounting and business advisory firm offering accounting, taxation, business advisory, and technology solutions to businesses, not-for-profits, and investors. The firm's name comes from the word "affinity" — having an understanding of someone or something — reflecting its focus on building close working relationships with clients rather than just handling compliance tasks.

The firm's approach centres on four ideas: putting people before numbers, staying future focused using a "Now Where How" mindset, operating as local Wellington experts who make time to meet clients over coffee, and seeing their role as more than just accounting — a duty to guide clients toward success.

The team is led by Director Dylan Guitry, a founding shareholder with over 20 years of experience in public practice accounting firms before starting Affinity. He's supported by Client Services Administrator Petrina Taylor, Client Manager Bhavisha Chauhan (8+ years of accounting experience), and Consultant Jude Simpson, who has been in the accounting business world for over 40 years.

Affinity's values are expressed in both English and Māori: Balance (Kotahitanga), Leadership (Ārahitanga), Affinity (Hononga), Sustainability (Oranga Tonutanga), and Teamwork (Mahi Tahi). The firm is a Xero Gold partner and offers transparent, fixed-fee packages so clients have certainty over their monthly accounting costs.

Affinity Accounting: A Wellington Firm Built on Relationships, Not Just Numbers

For a lot of business owners, an accountant is someone they hear from once a year at tax time. Affinity Accounting & Advisory Limited, based in Wellington, has built its practice around a different idea — that understanding a client's goals and ambitions matters as much as getting the numbers right.

Where the Name Comes From

The firm's name is drawn directly from the word "affinity" — having an understanding of someone or something. Affinity provides accounting, business advisory, taxation, and technology solutions to businesses, not-for-profits, and investors, but frames this work as being about more than ticking compliance boxes. Because everyone's goals and ambitions are unique, the firm sees close working relationships as the foundation for making a real impact in a client's business.

An Approach Built on Four Ideas

Affinity describes its way of working around four principles. "People before numbers" reflects a belief that, while numbers matter in accounting, people matter more in business. "Future focused" describes how the firm operates between the present day and the future using what it calls a Now Where How mindset. "Local experts" reflects Affinity's Wellington roots — the firm says it will always make time to meet clients over a coffee to talk business. And "More than accounting" captures a sense of duty the team feels toward guiding clients, since client success is tied directly to the support they receive.

What Affinity Offers

The firm's core services split into three areas. Accounting & Tax covers year-end accounts preparation, managing IRD matters on a client's behalf, and regular tax planning to avoid surprises. Business Advisory is structured around business planning, quarterly coaching, forecasting, and budgeting, aimed at sustainable growth. Business Support handles the operational complexities of running a business, freeing owners to focus on the bigger picture. Affinity also runs a dedicated Tradies service, tailoring its accounting and support specifically to trades businesses.

Rather than surprise invoices, Affinity offers transparent, fixed-fee packages — clients choose a package suited to their needs and get certainty over a fixed monthly cost, with the reassurance that ongoing compliance work is being handled.

The Team Behind the Firm

Affinity is led by Director Dylan Guitry, a founding shareholder who brought over 20 years of experience in public practice accounting firms before starting Affinity. Dylan's focus is on client service and helping businesses move forward in ways that benefit owners personally, not just on paper. He's supported by Petrina Taylor, Client Services Administrator, who handles onboarding and Companies Office admin for existing clients; Bhavisha Chauhan, Client Manager, an accountant with over 8 years of experience keeping clients up to date with reporting and returns; and Jude Simpson, a Consultant with more than 40 years in the accounting business world, based in Paraparaumu Beach, who particularly enjoys helping new businesses get established.

Values Rooted in Place

Affinity expresses its values in both English and Māori: Balance (Kotahitanga), Leadership (Ārahitanga), Affinity (Hononga), Sustainability (Oranga Tonutanga), and Teamwork (Mahi Tahi) — a set of principles that ties the firm's day-to-day work back to a broader sense of responsibility to clients, community, and the environment.

Getting in Touch

Affinity Accounting is based at Level 2, 111 Customhouse Quay, in Wellington, and is a Xero Gold partner. The office is open Monday to Friday from 8:30am to 5:00pm, and business owners looking for support can contact the firm directly by phone or email to arrange a meeting.

Signature items

  • Accounting & Tax
  • Business Advisory
  • Business Support
  • Tradies Accounting
  • Fixed-Fee Packages
  • Xero Gold Partner

Menu

Services

  • Accounting & Tax — Year end accounts, IRD management, and regular tax planning to avoid tax surprises.
  • Business Advisory — Structured business advisory including business planning, quarterly coaching, forecasting and budgeting.
  • Business Support — Handles the operational details of running a business so clients can focus on realising their potential.
  • Tradies — Accounting and business support tailored specifically to trades businesses.

Frequently asked questions

What services does Affinity Accounting offer?
Accounting & Tax, Business Advisory, Business Support, and a dedicated Tradies service, alongside technology solutions.
Does Affinity offer fixed-fee pricing?
Yes — clients choose a package suited to their needs and get certainty of a fixed monthly outgoing, with no surprise invoices.
Does Affinity work with tradies specifically?
Yes, Affinity has a dedicated Tradies service tailored to trades businesses.
What are Affinity's office hours?
Monday to Friday, 8:30am to 5:00pm.
Is Affinity a Xero partner?
Yes, Affinity is a Xero Gold partner.
Who leads the Affinity team?
Director Dylan Guitry, a founding shareholder with over 20 years of experience in public practice accounting firms, leads the team alongside Client Services Administrator Petrina Taylor, Client Manager Bhavisha Chauhan, and Consultant Jude Simpson.
What does the name "Affinity" mean to the company?
It's drawn from the word's meaning — having an understanding of someone or something — reflecting the firm's focus on close client relationships rather than just compliance.

Tips

  • {"body":"Choose a package suited to your needs for a predictable, fixed monthly accounting cost.","title":"Ask about fixed-fee packages"}
  • {"body":"If you run a trades business, ask about Affinity's Tradies-specific accounting support.","title":"Tradies get a dedicated service"}
  • {"body":"Affinity positions itself as local Wellington experts who make time to meet clients in person.","title":"Meet the team over coffee"}
  • {"body":"Useful if your business already uses or is considering Xero accounting software.","title":"Check their Xero Gold partner status"}