Walsh & Associates - Chartered Accountants

Name

Walsh & Associates - Chartered Accountants

Legal name

Walsh & Associates

Website

https://walshassociates.co.nz

Company type

Private

Operating status

Acquired

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Chartered Accounting Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Business & Succession Advisory (FSAAADAL)

akta.pro secondary industries

M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Restructuring & Turnaround Advisory (BPAHADAD)

Keywords

• Chartered accounting services
• Business advisory services
• Tax compliance services
• SME business coaching
• Trust and succession advisory

Headquarters

HQ city

Napier

HQ country

New Zealand

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Core accounting services including tax compliance, financial statement preparation, and advisory. Provided at several levels of service from day-to-day tax compliance essentials to more complex challenges.
2. Business Advisory Services: Forward-focused advisory services including annual trust reviews, business valuations, company and trust structure reviews, due diligence, finance structure reviews, tax minimisation reviews, and risk analysis. Advisory services make up 50% of the business.
3. Professional Development Services: Coaching and development programs for business owners including group coaching (Planning for Success, Accountability Focus Groups), leadership coaching, KPI improvement, succession planning, and workshops on core values, communication, marketing, and value-based selling.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Walsh & Associates is a chartered accounting firm delivering tax compliance (tax returns, GST, payroll, financial statements), forward-focused business advisory (annual trust reviews, business valuations, due diligence, tax minimisation, succession planning), and professional development services (business coaching, group coaching, leadership development, KPI improvement) for SME business owners across New Zealand. Advisory services account for 50% of the business. Following a 2025 merger, the practice now operates as part of Bizdom.

Product overview

Bizdom is a technology-led advisory firm offering a unified platform combining accounting services, business advisory, professional development, and events. The core offering integrates Accounting Services (tax compliance and financial statements) with Business Advisory Services (valuations, due diligence, strategic planning), supported by Professional Development Programs (coaching, focus groups, workshops). Services for Accounting Firms enables other practices to adopt Bizdom's advisory methodology. The product portfolio is built around cloud accounting platforms (particularly Xero and its ecosystem) and the GAP business advisory platform, with AI-assisted tools for document processing and financial analysis. Walsh & Associates merged into Bizdom in 2025, expanding the firm's Hawke's Bay presence.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Day-to-day chartered accounting and tax compliance services for SME clients across New Zealand, including tax returns, GST returns, financial statement preparation, and payroll support. Offered at multiple levels of complexity from essential compliance to complex challenges.
• Business Advisory Services Strategic business advisory covering cash flow, profitability, structure reviews, business valuations, due diligence, tax minimisation reviews, and risk analysis, helping SME owners improve performance and long-term growth.
• Professional Development Services Business coaching and development programs for business owners, including group coaching, financial awareness coaching, leadership coaching, organisational review, core values workshops, and KPI improvement coaching.
• Quarterly Business Coaching Quarterly group coaching program ('Planning for Success') helping SME owners maintain strategic focus and accountability on their business goals.
• Accountability Focus Groups Structured peer accountability groups for business owners that support growth through facilitated discussions and goal tracking.
• Services for Accounting Firms Advisory, training, and support services for other accounting firms looking to transition from traditional practice into technology-led advisory services and revenue expansion.
• Business Valuations Professional business valuation services determining a business's true worth for growth planning, succession, or sale decisions.
• Due Diligence Services Comprehensive due diligence assessments for clients pursuing business acquisitions, mergers, or investment decisions.
• Tax Minimisation Review Strategic tax planning review identifying legitimate opportunities to minimise tax liabilities for business owners.
• Succession Planning Session Planning sessions helping business owners prepare for business succession or exit strategies.
• Xero Training Workshop Hands-on Lunch & Learn style training workshops on Xero reconciliation, error correction, bank rules, and bank feeds, available in-person and online.
• Monthly Dashboard Report Monthly reporting using Bizdom's proprietary methodology to track and communicate client business performance metrics.
• 3-Way Integrated Cashflow Forecast Integrated 3-way cashflow forecasting combining profit & loss, balance sheet, and cashflow projections for strategic planning.

Quantifiable outcome

• Advisory services represent 50% of business revenue

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability4 records

Feature1 record

Partnerships

Three partnerships are on record, tiered minor and core.

• KiwibankminorGTM or Marketing Partner · 1 January 2025Kiwibank Chief Economist Jarrod Kerr was featured at a Bizdom-hosted economic outlook event on 15 October 2025 at Creative Arts Napier. The event covered NZ economy, interest rates, RBNZ inflation management, and pressures on Kiwi businesses. Kiwibank is a domestic bank providing a platform for Bizdom to engage business owner clients.
• XerocoreTechnology or Integration · 1 January 2022Bizdom is a Xero certified partner using Xero as the primary accounting platform for client work. The firm leverages the full Xero ecosystem including Xero HQ, WorkflowMax/XPM, Hubdoc, FYI Docs, SuiteFiles, Ignition, Link Reporting, Xero Payroll, Xero Tax and Xero Workpapers. Xero partner programme status provides market credibility.
• The GapcoreStrategic or Co-development PartnerThe Gap is a comprehensive business advisory platform (founded 2014) trusted by over 500 firms across New Zealand, Australia, and the United Kingdom. Bizdom uses The Gap's tools, training, and resources to expand advisory services. The firm has been recognised as Advisory Firm of the Year (2024) and a Supreme Award finalist (2025) through The Gap's award programme. Bizdom has called The GAP 'a real game-changer for the business'.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Bizdom: Walsh & Associates' parent and merger partner; same Hawke's Bay / Wellington geographic base, same Xero + The Gap ecosystem, and now the same product portfolio (accounting, business advisory, professional development, services for accounting firms). Direct peer because the two entities are operationally integrated.
• Markhams New Zealand: NZ mid-tier chartered accountancy network with regional offices delivering accounting, tax, and business advisory to SMEs and family-owned businesses. Highly comparable in customer profile and service mix, including trust and succession work.
• Findex New Zealand: NZ-focused accounting and advisory network serving SMEs with bookkeeping, tax, and business advisory services through regional offices. Closely comparable service mix and target customer to Walsh / Bizdom, including cloud-accounting-led delivery.
• Baker Tilly Staples Rodway NZ: Mid-tier NZ chartered accountancy firm with regional offices offering accounting, tax, and business advisory to SMEs and family businesses. Directly comparable in segment focus and service mix, including trust and succession advisory.
• Crowe New Zealand: Mid-tier NZ accounting and advisory firm offering tax compliance, business advisory, and SME-focused services across multiple regions. Direct peer given similar client size tier and service mix, but at materially larger scale than Walsh.
• Nexia New Zealand: Mid-tier NZ accounting network with member firms delivering accounting, tax, and advisory services to SME and family-owned clients. Comparable service portfolio, especially around succession planning and structure review.

Broad incumbents

• EY New Zealand: Big 4 professional services firm with NZ presence in tax, assurance, and advisory. Kevin Walsh began his career at EY, and EY's tax and advisory practice overlaps with Walsh's compliance and structure review offerings at materially larger scale.
• BDO New Zealand: Global mid-tier accounting network with a full NZ practice offering audit, tax, and advisory services to SMEs and mid-market clients. Broader portfolio and scale than Walsh, but overlapping SME advisory service lines and Xero-based delivery model.
• KPMG New Zealand: Big 4 professional services firm with NZ offices offering audit, tax, and advisory. Overlaps with Walsh on tax compliance and SME advisory, but operates at a far larger scale and serves enterprise clients as its core.
• Deloitte New Zealand: Big 4 professional services firm in NZ providing tax, audit, consulting, and financial advisory across industries. Provides overlapping SME tax and advisory services but with a portfolio far broader than Walsh's.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/walsh-&-associates-napier

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Walsh & Associates - Chartered Accountants