ACCOUNTING & BUSINESS CONSULTING NZ
Business planning and accounting made simple.
Of course, we sort your finances. But more importantly, we give you peace of mind that you’re doing the best for your business, your family, and IRD obligations.
You didn't start your business to get lost in paperwork and miss out on precious family time
We understand the struggle of balancing work and life. With baldry + sanford chartered accountants, you'll get your accounts sorted, assistance to grow if you wish, and finally be able to knock-off on time to spend your whole evening with the family.
OUR SERVICES
Time is money, so you should spend it doing what you love (and what you're good at).
We're not just here to help with your GST returns; as a leading accountancy firm, we provide actionable insights to move your business forward. Every set of accounts tells a story, and we're here to interpret your story.
Tax Accounting
We know too many people worry about fulfilling their IRD filing obligations. Together we can help understand your taxes, maximise legitimate tax reductions, and minimise tax. Rest easy (and maybe even take the weekend off) knowing your taxes are under control.
Management Accounting
Wondering where all your money went, or if you can afford a new employee or capital purchase? We take a look at your monthly numbers to give you accurate, easy to understand financial reports, giving you the confidence to make better decisions and monitor progress.
Strategic Planning
Dreaming big? We're right there with you. Let's paint the picture together, from the medium-term goals to the big dreams. Whether it's expanding to three locations in three years, or bringing new people on board so you have time to take the kids to sports practice, we're here to help you plan your dream future.
Business Planning
Gain the confidence to tackle your strategic goals with an actionable roadmap tailored just for you. After a business planning session, you'll be armed with a clear, one-page Business Plan and a 90 Day Action Plan, so you can stop worrying about the how, and get straight into the doing.
Business Coaching
Is business stress eating into your holidays and family time? You're not alone. With our friendly support and accountability, you'll feel like you've got a team behind you. Whether it's navigating major changes or just needing a trusted coach to bounce ideas off, we're here to help you grow your confidence alongside your profit.
Bookkeeping
Tangled up in technical issues and drowning in admin tasks? We help with everything bookkeeping - Xero setup, payroll, and reconciling accounts or managing your accounts. Say goodbye to admin headaches and hello to more time for what really matters (like weekends relaxing at the beach with fish and chips).
ABOUT TAX ACCOUNTING
When it comes to tax preparation and compliance, you need a partner you can trust.
Our tax accounting team brings years of experience and a commitment to every client relationship. We don't just crunch numbers; we provide strategic advice to help you navigate the complex world of taxation with confidence.
Feeling like you've hit a wall with growth?
Head towards business success with our Growth and Profit Solutions (GPS) Business Diagnostic. Because who doesn't love a survey where you actually learn something? In just a few minutes, you'll pinpoint three key areas for improvement tailored to your unique business, with results sent straight to your email.
ABOUT BALDRY + SANFORD
We cut through the jargon to help our clients understand their business better.
We're a small but mighty accountancy firm based in Orewa, Auckland. Through our relatable approach with heaps of online resources and tools, we strive to deliver timely advice, minimise tax headaches, and boost business outcomes, so you can focus on what you do best, while we handle the rest.
OUR LEARNING HUB
Accounting and planning resources to help your confidence grow with your business.
Events & Workshops
Join our upcoming events for networking opportunities and learning sessions. From strategic planning seminars to hands-on workshops, expand your toolkit with industry experts.
Online Growth Tools
Access our online diagnostic tools and templates to assess your business's health. Streamline decision-making and drive growth with actionable insights tailored to your needs.
Our blog
Whether you're on the hunt for tips to lower your taxes, growth shortcuts, or advice on managing your business, our blog is packed with essential info to help push your business towards success.
Your Local Chartered Accountants in Auckland
Want your business to thrive? We're with you.
At baldry + sanford, we're your go-to firm for chartered accounting. We offer a complete range of services that combine trusted accounting expertise with strategic business planning. Whether you're looking for an experienced accountant in Auckland or a face-to-face chat with our team in Orewa, we've got you covered. We're all about making finance simple and stress-free, so you can focus on what really matters – growing your business with confidence.
What our clients are saying...
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We have been with baldry + sanford for nearly a year now. The help, advice and services we have received have been excellent. We are understanding our business better than before and the support and workshops that are provided are great for the development of our team. The friendliness and genuine interest in us and our business means we have a good trusting working relationship and we definitely recommend Clinton and the team to anyone who needs professionals to help their business succeed.
Sarah Morris - Fabrication Specialists Limited
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baldry + sanford are proactive, helpful and provide a great service to clients. As a small charity, North Shore RDA have received great advice and guidance over a number of years.
Tim Loft - North Shore Riding for the Disabled
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baldry + sanford have been our Accountants for many years, they are always super helpful and go a great job with our accounts. I also really enjoy the workshops that Clinton has held, and come away with lots of valuable information, thanks!
Stephanie Lowe - Insinc Products Limited
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Friendly, helpful and professional service always. Delivered with care, efficiency with a friendly smile on their face. I know my accounting needs are taken care of well and I never need to worry. Would highly recommend baldry + sanford to any one whether you are contractor, sole trader or business owner. You know you are being take care of in the best possible way.
Kerry-Marie Callander - Spiritual Decisions Limited
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Best decision we made going to Baldry and Sanford, our first accountant gave us some shoddy advice and made us feel uneasy and scared of accounting. The team here have help us understand xero, made us feel at ease with our accounts and not only that shown a personal interest in helping us grow our business.
Joe Kelly - Coastal Connections Limited
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We have been working with baldry + sanford for over 14 years, and would highly recommend them for very prudent accounting and business advice. It is great to be working with them.
Haseeb Mehta - Carolina Trading NZ Limited
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baldry + sanford have assisted us with several significant business transactions and tax matters this year and we have found Clinton and his staff to be efficient and helpful in all cases.
Greg Stimpson - Site Surveys Limited
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Efficient, clear communication and helpful.
Steph Pollock – personal accounting
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We have used baldry + sanford for over 15 years now for our business. Superb service and great advice.
Highly recommend.
Jamie & Rachel Halpin - Halpin Bricklayers Limited
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I have used baldry + sanford for many years for my business and personal tax support.
Always friendly and helpful and do a great job!
Adam Harris - Comgro NZ Limited
Why Choose Our Accountancy Firm?
At baldry + sanford, we love what we do, and our accounting consulting services are here to make your life easier. We don’t just crunch numbers; we provide the support and advice you need to tackle any financial challenge and set your business up for long-term success.
What sets your accounting services apart?
At baldry + sanford, we go beyond traditional accounting services by offering personalised support tailored to your specific needs. Our focus on corporate strategic planning and business coaching solutions ensures we not only manage your accounts but also work with you to create a roadmap for long-term growth. By combining financial expertise with proactive guidance, we help you navigate the complexities of business management while driving your success forward.
What’s included in your bookkeeping services?
Our comprehensive bookkeeping services include everything you need to streamline your day-to-day operations. From Xero setup and payroll management to account reconciliation and compliance monitoring, we ensure your financial records are accurate and up-to-date. By handling these tasks, we save you time and reduce administrative burdens, allowing you to focus on running your business.
Can I get ongoing support for business growth?
Yes, at baldry + sanford, we offer ongoing business support to help you achieve sustainable growth. Through regular business coaching, goal-setting sessions, and long-term strategic planning, we provide guidance at every stage of your journey. Whether you're facing challenges or striving to reach new milestones, as a professional chartered accountant firm, we're here to offer the support and confidence you need to succeed.
How can you help improve my business finances?
We simplify your finances by managing IRD obligations, offering strategic insights, and helping you implement effective financial systems. Our tailored advice is designed to improve cash flow, maximise tax efficiency, and empower your business to grow. With our support, you'll have a clearer understanding of your financial health and the tools needed to make informed decisions.
Do I need separate tax advice for my personal and business finances?
Yes, it’s crucial to obtain separate tax advice for your personal and business finances. This ensures compliance with tax regulations and maximises deductions for both. Properly managing both sides of your taxes helps you avoid legal issues, minimises financial risks, and ensures you are taking full advantage of tax-saving opportunities.
What do I need to prepare before meeting my accountant?
To make the most of your meeting, it’s helpful to prepare financial statements, bank records, tax documents, and any other relevant paperwork. Being well-prepared allows for a more productive conversation, enabling us to provide more tailored advice and insights that align with your business goals. You can always contact us to set your first meeting.
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Book a free consultation to better understand your needs and provide a cost estimate. We can meet online or at our Orewa offices.