Bakertilly Staples Rodway

What Bakertilly Staples Rodway does

Baker Tilly Staples Rodway is a New Zealand-based accounting and business advisory firm structured as an association of independent member firms operating eight offices across seven regions (Auckland, Waikato, Taranaki, Tauranga, Hawke's Bay, Wellington, Christchurch). The firm delivers multidisciplinary professional services — tax, audit, assurance and risk management, business advisory, business recovery, corporate advisory, human resources, IT and specialist services — to a client base of small and medium businesses, agribusinesses (dairy, livestock, forestry, viticulture, horticulture), mid-market corporates and employers/HR buyers. It is an independent member firm of Baker Tilly International Limited and uses the Baker Tilly name and logo under licence, aligning it with the 8th largest global accounting network (US$6.8bn FY2025 revenue, +21.3% YoY). Ten separate NZ legal entities (e.g., Auckland Limited, Waikato Limited Partnership, Taranaki Limited, Tauranga Limited, Hawkes Bay Limited, Wellington, Christchurch Limited, plus audit entities and the national parent) operate under the BTSR umbrella.

The firm's technology stack is built around cloud accounting ecosystems — Xero, MYOB, CaseWare Cloud and Microsoft 365 — supplemented by a large inventory of outsourced service providers spanning e-signature (DocuSign, Secured Signing, FuseSign), receipt capture (Dext, Hubdoc, EzzyBills), payroll (Paysauce, FlexiTime, KeyPay, Thankyou Payroll), analytics (Fathom, Syft Analytics, Spotlight, Alteryx), process automation (ApprovalMax, Smartly, FuseDocs), HR/assessment (SHL, Pearson Talent Lens, Gallup, Vgrid), tax (Tax Lab, Tax Traders, TMNZ), and generative AI assistants (Claude, Gemini, Contented AI, Aider, Law Cyborg). Outsourced delivery teams in Sri Lanka (Baker Tilly Sri Lanka) and India (Connect Outsourcing, Sundaram Business Services) execute work product under CA ANZ Terms of Engagement. The firm maintains a privacy posture compliant with the NZ Privacy Act 2020 and AML/CFT Act 2009, with PSPLA-licensed private investigators (Chris Wright, Kerry Tattersall) supporting workplace investigations.

Revenue is generated through fee-based, engagement-letter professional services — recurring compliance (tax returns, payroll, audit) plus project advisory (M&A, due diligence, business recovery, HR consulting, IT). Pricing is not publicly disclosed and engagements are quote-based, with some offices exposing online Payments pages for client invoice settlement. Distribution is delivered through the eight physical offices and a centralised website (bakertillysr.nz) with online client login, 'Make an Enquiry' forms routed to the nearest office, and access to cross-border engagements via Baker Tilly International member firms. Marketing relies on a long-form thought-leadership blog, opt-in email newsletters (Tax updates, Numbers, Regional News, Charity, Women in Business, HR, Events), PR/earned media, community sponsorship (Life Education Trust NZ), and graduate recruitment.

Name

Bakertilly Staples Rodway

Legal name

Baker Tilly Staples Rodway New Zealand Ltd

Website

https://bakertillysr.nz

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

251–500 employees

Short description

Baker Tilly Staples Rodway is a New Zealand accounting and advisory firm operating eight offices across seven regions, delivering tax, audit, HR, IT, business recovery and corporate advisory services to SMBs, agribusinesses and mid-market clients as an independent member of Baker Tilly International.

Ownership category

akta.pro rank

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Professional services fees: Fee-based revenue from recurring and project-based engagements across accounting, tax, audit, business advisory, business recovery, corporate advisory, HR, IT and specialist services — delivered through eight NZ offices as an association of independent member firms.
2. Tax pooling and Audit Shield advisory fees: Revenue from tax pooling arrangement work and Audit Shield insurance product advisory, helping NZ clients reduce Inland Revenue interest and penalties; the firm helped clients save more than $3.3 million in 2025 through this stream.
3. Network licensing of Baker Tilly brand: Baker Tilly Staples Rodway NZ operates as an independent member firm of Baker Tilly International and uses the Baker Tilly name and associated logo under licence from Baker Tilly International Limited.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Baker Tilly Staples Rodway is a New Zealand accounting and business advisory firm that delivers audit, assurance, risk management, taxation, business advisory, business recovery, corporate advisory, HR, IT and specialist services through eight offices in seven regions. It operates as an independent member of the global Baker Tilly International network and serves New Zealand small, medium and mid-market businesses, with particular strength in agribusiness.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit, Assurance & Risk Management Statutory and non-statutory audits, assurance engagements, IFRS 16 lease accounting, financial reporting and risk management services for New Zealand businesses, mid-market corporates and agribusiness clients. Delivered through CaseWare Cloud workpapers and the firm's licensed auditors across eight NZ offices.
• Tax New Zealand taxation services covering corporate tax, GST, FBT, FIF, Maori authority tax, provisional tax, employment taxes, international tax and tax pooling/tax trading advisory for businesses and agribusinesses. Includes dedicated NZ-wide tax team that helped clients save more than $3.3 million in Inland Revenue interest and penalties in 2025 via Tax Traders.
• Business Advisory Accounting, bookkeeping, payroll, annual financial statements and business advisory support for New Zealand small and medium businesses. Includes cloud accounting on Xero, MYOB and Figured, plus cashflow budgeting, forecasting and farm profitability analysis for agribusiness clients.
• Business Recovery Business turnaround, restructuring and insolvency support for New Zealand companies in financial distress, including creditor support, restructuring options, voluntary administration and liquidation services.
• Corporate Advisory Corporate advisory services including company directorships, governance, administration, due diligence, mergers and acquisitions support and corporate structuring for NZ mid-market and enterprise clients.
• Human Resources Outsourced HR consulting covering performance management, employment relations, change management, organisational development, recruitment, payroll support and licensed private investigator (PSPLA) workplace investigations for NZ employers and mid-market HR buyers.
• IT Services Technology advisory services for NZ businesses, including cloud accounting platform selection (Xero, MYOB), IT application hosting support, document/e-signature implementation and integration with the global Baker Tilly IT stack.
• Specialist Services Specialist advisory including agribusiness advisory (dairy, livestock, forestry, viticulture, horticulture), sustainable farming support, sector-specific consulting and niche services delivered through Baker Tilly's 'Critical Point Network' specialist services.
• Tax Pooling & Audit Shield Tax pooling arrangement and Audit Shield insurance product advisory delivered via Tax Traders (Inland Revenue-approved tax pooling intermediary), helping NZ business owners on provisional tax reduce use-of-money interest and Inland Revenue penalties.

Quantifiable outcome

• Saved NZ clients more than $3.3 million in Inland Revenue interest and penalties in 2025 via tax pooling
• +2 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration53 records

AI capability8 records

Feature5 records

Partnerships

26 partnerships are on record, tiered flagship, minor and core.

• Baker Tilly International LimitedflagshipStrategic or Co-development PartnerBaker Tilly Staples Rodway New Zealand Ltd is an independent member firm of Baker Tilly International Ltd's global network, using the Baker Tilly name and logo under licence. The network is the 8th largest global accounting network and 'Network of the Year' (IAFA 2023). Network also supports IT application hosting, identity verification, conflict checks and cross-border engagements.
• Life Education Trust New Zealand (Life Education NZ)minorGTM or Marketing PartnerBTSR is a 'Proud sponsor of' Life Education Trust NZ; logo is shown in the website footer as a community partnership.
• Tax TraderscoreStrategic or Co-development PartnerTax Traders is BTSR's 'preferred tax pooling partner', an Inland Revenue-approved tax pooling intermediary used to help NZ clients reduce Inland Revenue interest and penalties. BTSR's tax team also uses Audit Shield alongside this partnership.
• Baker Tilly Sri LankacoreImplementation/ SI/ Consulting PartnerOutsourced service provider under the CA ANZ engagement standards: provided with access to client accounting records via MYOB, Xero or Microsoft Office 365 data locations to support delivery of work.
• Connect OutsourcingcoreImplementation/ SI/ Consulting PartnerOutsourced service provider with operations in New Zealand and India, with access to client accounting records via MYOB or Xero under CA ANZ engagement standards.
• Sundaram Business Services LimitedcoreImplementation/ SI/ Consulting PartnerIndia-based outsourced service provider used by the Auckland office, with access to client accounting records via TaxLab and Xero.
• XerocoreTechnology or IntegrationCloud accounting platform used as a core client data system; BTSR operates under Xero's partner code of conduct with client data stored in the USA.
• MYOBcoreTechnology or IntegrationCloud accounting platform with Microsoft Azure Australia data hosting, used as a core client data system alongside Xero.
• CaseWare CloudcoreTechnology or IntegrationAudit / assurance workpaper platform hosted on AWS Australia, used to support APES 305 compliance for engagements.
• 2Shakes
• FuseSign / FuseDocs
• Microsoft 365 (Office 365)
• Connectworks
• Contented AI
• Fathom
• Figured
• Hubdoc
• Mailchimp
• Paysauce
• SHL
• Smartly
• Spotlight Reporting
• SurveyMonkey
• Chartered Accountants Australia and New Zealand (CA ANZ)coreOthersProfessional body of which BTSR (and its members) is a member; CA ANZ sets the Terms of Engagement standards referenced on the Outsourced Service Providers page and several BTSR team members hold CA ANZ Fellowships.
• CPA AustraliaminorOthersProfessional body referenced in BTSR's Privacy Policy as one of the bodies to which the firm may disclose personal information, indicating CPA-membership relationships across the firm.
• Private Security Personnel Licensing Authority (PSPLA)minorOthersNew Zealand regulator under which BTSR's licensed private investigators (e.g., Chris Wright, Kerry Tattersall) are certified to undertake workplace investigations.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• BDO New Zealand: BDO is a like-for-like global mid-tier accounting network with a multi-office NZ presence, offering audit, tax, advisory and HR consulting to mid-market clients. Operates an almost identical member-firm + licensed-brand model to BTSR under the BDO global network.
• Grant Thornton New Zealand: Grant Thornton is a global mid-tier network with NZ offices delivering audit, tax, advisory and outsourced accounting services to mid-market and SME clients. Competes head-to-head with BTSR in the same 'Big 4 alternative' segment in NZ.
• Crowe New Zealand: Crowe Global's NZ member firm offers audit, tax, advisory and risk consulting to mid-market clients. Closely comparable business model — global network affiliation, mid-market focus, multi-office NZ presence.
• Nexia New Zealand: Nexia is another mid-tier international accounting network with a NZ presence, focused on audit, tax and advisory for SMEs and mid-market. Direct competitor in the same tier of network-accounting firms serving NZ regional clients.
• Findex (Acclime New Zealand): Acclime (formerly Findex) is a sizeable Australasian accounting and advisory group with NZ presence offering tax, advisory, HR and business services. Closely comparable on multi-disciplinary mid-market professional services and regional coverage.

Broad incumbents

• Deloitte New Zealand: Big 4 incumbent with comprehensive audit, tax, consulting and risk services in NZ. Competes with BTSR for mid-market and corporate advisory mandates and pulls senior talent; broader portfolio but overlaps heavily on audit and corporate advisory.
• EY New Zealand: Big 4 with strong audit, tax and advisory practices in NZ. Overlaps with BTSR on corporate advisory, audit and agribusiness assurance work for larger NZ corporates.
• KPMG New Zealand: Big 4 firm with full NZ service coverage in audit, tax and advisory. Competes with BTSR at the larger end of mid-market and on cross-border engagements; broader capabilities and brand pull.
• PwC New Zealand: Big 4 firm with audit, tax and consulting across NZ. Comparable on corporate advisory, audit and HR consulting, but competes from a much larger scale and broader global footprint.

Others

• Xero: Xero is BTSR's core cloud accounting platform partner and a key enabler/competitor: while BTSR builds services on Xero, Xero's expanding AI features and accountant marketplace increasingly disintermediate compliance work that BTSR's SMB clients pay for. Important ecosystem and partial-substitute peer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/bakertillysr

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bakertilly Staples Rodway