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OUR SERVICES

Chartered Accountants and Business Consultants in Orewa

DRIVE YOUR BUSINESS FORWARD

Why DIY when you can leave it to the professionals?

Let's be real, you didn't start your business to get into the nitty gritty of your finances. At baldry + sanford, we offer a range of tailored services designed to streamline your success. From tax accounting to strategic consulting, we provide the expertise and support you need to make informed decisions and drive your business forward. 

SERVICES FOR SME BUSINESSES

Minimise tax headaches, and boost business outcomes, so you can focus on what you do best (we'll handle the rest).

Tax Accounting

We know too many business owners who constantly let their accounts eat into family time.  Together we can help you 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). 

GOT ANY QUESTIONS? 

Read our FAQs

Who do you work with? 

We work with a wide range of businesses and contractors - medical, trades, manufacturers, investors, service providers - you name it! We're based in Orewa and it's a real treat to work together in person, but we're equally happy working nation-wide and even for overseas clients. If you want your tax obligations taken care of, and your profit and business acumen to grow, we'll be a great fit!

Can you help with business sales and aquisition?

Absolutely, whether you're simply ready to cash in, or you're preparing to retire, we can help you figure out what your business is worth and consult on the sale process. 

What's the process of working together? 

Every partnership starts with the initial phone call or consultation. Depending on what you need to grow, we'll work together on a monthly, quarterly, annual, or one-off basis. Book your free consult online here. 

How much do your services cost? 

We'll need to chat about the size of your business and what you want to achieve. We offer a free consultation where we can give you an indication of pricing. Give us a call or book your free consult online

Partnering with:

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Your supportive accountants and business consultants in Auckland.

Book a free consultation to better understand your needs and provide a cost estimate. We can meet online or at our Orewa offices.