Sharlotte McFarlane

“Helping people solve their problems and achieve their business goals is a rewarding way to spend my time.” 

Born and raised in the Waikato, Sharlotte has strong ties to the region and is passionate about helping local business owners succeed in meeting their goals. Since joining CooperAitken in 2014, she has become a valued member of our leadership team, and a vital part of our clients’ success. 

Sharlotte focuses on building relationships with her clients by giving them the time they deserve, being genuinely interested in them and their goals, and keeping the lines of communication open. She firmly believes that building relationships based on trust is one of the most important aspects of being an accountant, and she wants her clients to feel that the process of achieving their goals is easier than they thought it would be. 

Having worked with numerous clients, Sharlotte knows that business owners can get overwhelmed with financial details, and her goal is to show them how they can use their data combined with her knowledge to help them reach their goals, lift their compliance burden, and build a plan to move forward. 

She wants her clients to see that with a plan and the appropriate steps in place, their goals are achievable. 

When she isn’t helping clients with their accounting needs, Sharlotte has two young children who keep her busy.