BBS Lincoln University
Associate Chartered Accountant

Phone: 03 354 0909


Tracey previously worked for Capon Madden as a senior accountant for 10 years, I bought Capon Madden in early 2015 and she has continued working for me since then, aside from the fact that we are similar in how we work, ethics, respect for our clients and take our job very seriously, we both like to have a laugh along the way, the only issue is she knows nothing about football!

A lot of her clients have been working with her since she started and she has a good friendship/client relationship with a lot of them, which is important in understanding how their business works and what they are looking to achieve in the future.

Her main role is preparing financial statements and tax returns for rental properties, trades people and small to medium businesses, but can also include dividends, helping clients with arrangements at IRD, provisional tax, ACC and general queries from clients

Tracey’s Interests:

Some of my interests are, DIY I love buying a house ripping it apart, doing it up and on selling it, I used to do this every 4-5 years, nowadays its taking me a bit longer. HOLIDAYS, I love going on holiday whether in NZ or overseas and every time I go on holiday I challenge myself to try something that I haven’t done before, can be scary but also very satisfying. I power walk, cycle when I can & love kayaking when the opportunity arises.

Tracey’s Client Testimonials

Thank you Tracey and the team at David Ward Accounting.
For making my two monthly GST so easy, hassle free, understandable and cost effective.
Also your passion for our company to succeed and your availability for advise when ever we call.
The Dreaded T word tax is made so much easier with friendly reminders when they are due.
So thank you Tracey we hope to continue our relationship for many years to come.

Tracey has been the Marshlands Electrical Ltd accountant since day 1 back in 2009.
All the advice given before starting out in business was to ‘get a good accountant’, well we certainly did that!
Tracey has always been professional and provided us with sound advice which has freed us up to focus on Electrical work rather than accounting issues.
We have always felt ‘looked after’ by Tracey, Her skills and knowledge have kept us on an even keel
I would recommend Tracey to anyone requiring accountancy services.

We have been dealing with Tracey at David Ward accountants for a number of years. She is always quick to answer our questions and help out. If needed, she is happy to call out to our business. The best thing though is she explains things in layman’s terms and we can actually understand it. One important thing from a small business point is, she is never slow in letting you know when you have fallen behind or forgotten to do something regarding IRD. All staff at David Ward that I have dealt with have a lovely manner that makes them easy to deal with.