Gilligan Sheppard and CFO 4 U join forces to create a complete business advisory solution for growing enterprises

Merger establishes Gilligan Sheppard as a true one-stop shop for small to medium-sized businesses across APAC.

Auckland, New Zealand –

Gilligan Sheppard, one of New Zealand’s leading business advisory and accounting practices, today announced its merger with CFO 4 U, a specialist fractional CFO services provider. The merger combines Gilligan Sheppard’s established expertise in business advisory, tax consulting, and corporate finance with CFO 4 U’s capabilities in management and KPI reporting, cash flow forecasting, and financial strategy.

“If we ever had a gap in our offering, this was it. It is now solved,” said Joshna Mistry, CEO of Gilligan Sheppard.

“The combined services will deliver support that is without a doubt more efficient and effective for our clients.”

The merger brings together complementary services that address the full spectrum of business needs. Gilligan Sheppard’s compliance, tax consulting, and capital sourcing capabilities are now combined with CFO 4 U’s fractional CFO services, which include monthly management reporting, forecasting, KPI tracking, and systems implementation support.

CFO 4 U’s approach focuses on translating financial data into actionable insights that help business owners make better decisions. “Our role is to help business owners know how to make money,” said Julian, Director of CFO 4 U.

“We provide the right information so they can focus on what matters most – whether that’s managing cash flow, understanding the levers of their business, or preparing for their next round of capital raising.”

Both organisations share a commitment to putting people first. “What attracted us to Gilligan Sheppard was how they look after people,” said Julian. “During our discussions, we found a pragmatic approach to problem-solving and a genuine focus on relationships. That’s exactly the kind of partnership we were looking for.”

For clients, the merger means access to wrap-around services that support businesses at every stage of their journey – from startup through growth, maturity, and succession. CFO 4 U’s team, including staff based across New Zealand, will join the Gilligan Sheppard practice with enhanced capabilities and resources.

About Gilligan Sheppard

Gilligan Sheppard is a New Zealand-based business advisory practice that goes beyond traditional accounting. For over 40 years, the firm has worked with business owners who think differently, providing creative solutions in business advisory, tax consulting, corporate finance, and capital sourcing. The firm’s vision is to be recognised as New Zealand’s best enriching environment for talent, wealth, and business.

About CFO 4 U

CFO 4 U provides fractional CFO services to growing businesses, with a focus on management and KPI reporting, cash flow forecasting, financial strategy and guidance. The company was founded with a commitment to making life easier for business owners and creating an inclusive working environment for finance professionals.

Media Contacts:

Joshna Mistry, Gilligan Sheppard
[email protected] | Phone 09 309 5191

Julian So, CFO 4 U
[email protected] | Phone 09 309 5191