Carl Cachopa

Partner, Auckland North

Carl is a Partner in RSM New Zealand's Auckland North office and is passionate about helping people achieve their personal and business aspirations. 

Since joining RSM in 2011, Carl has built a reputation for developing strong, trusted relationships with clients and helping them create sustainable growth through practical advice, strategic thinking and continuous improvement. He enjoys being actively involved in his clients' journeys and takes pride in seeing both businesses and individuals succeed.

Known for his commercial outlook and collaborative approach, Carl works alongside business owners to help them overcome challenges, seize opportunities and achieve long-term success.  

Carl is on the board of New Zealand Chartered Accountants (NZCA) which has 30 independent leading accounting and advisory practices across New Zealand.

Experience

Carl joined RSM New Zealand in 2011 as part of the Business Advisory team in Albany and was appointed Partner in 2020. Throughout his time with the firm, he has developed extensive experience helping businesses improve operations, strengthen processes and implement strategies that support sustainable growth.

His focus on understanding client needs and delivering meaningful value has enabled him to build long-standing relationships across a broad range of industries and business sectors.

Carl leads RSM New Zealand's CFO and Board of Advice service offerings, working closely with business owners and leadership teams to improve performance, strengthen governance and achieve strategic objectives. Carl has a strong interest in navigating and assisting clients with their systems and processes in relation to technology and applications.  

Key Capabilities

• Technology and Applications – Supporting businesses with systems and processes as well as their technology stack.  
• Business Advisory – Supporting businesses with practical advice and strategic guidance.
• Virtual CFO Services – Providing financial leadership and strategic financial management support.
• Board of Advice Services – Assisting business owners with governance, accountability and strategic decision-making.
• Business Structuring – Developing structures that support growth, succession and long-term success.
• Succession Planning – Helping business owners prepare for future ownership transitions.
• Tax Advisory – Providing practical taxation advice aligned with business objectives.
• Strategic Growth Planning – Supporting businesses through growth and transformation initiatives. 

Significant Projects

• Leads RSM New Zealand's CFO advisory services.
• Leads RSM New Zealand's Board of Advice programme.
• Supports business owners with succession planning and long-term growth strategies.
• Supports business owners with Technology and Application stacks.  

Leadership and Community

Carl believes that strong relationships are the foundation of successful businesses. He enjoys partnering with business owners to understand their goals, navigate challenges and build practical strategies that help them achieve long-term success.

Clients value Carl's commercial mindset, strategic thinking and ability to provide practical advice that delivers measurable outcomes. Through his leadership of the CFO and Board of Advice offerings, he works closely with clients to improve decision-making, strengthen governance and create lasting value.

Before entering the accounting profession, Carl enjoyed a successful career as a professional first-class cricketer, representing New Zealand A, Central Districts and Auckland. The discipline, problem-solving skills and strategic thinking developed through elite sport continue to influence his approach to business and client advisory work today.

Outside of work, Carl enjoys boating, golfing and travelling with family and friends. As a father of two, he believes strongly in continuous self-improvement and maintaining a balanced perspective both professionally and personally. 

Credentials

• Member, Chartered Accountants Australia and New Zealand (CA ANZ) 
• Bachelor of Accountancy, Massey University