Xero Chartered accoutants
Growing Kiwi business.
We’re the small, medium and start up specialists.
Work smarter, not harder.
Control your business from anywhere.
Make tax easy.
Get the best advice.

About Balanced

Meet a Xero accountant who will love your business.
Business advisors, based in Auckland & Wanaka.

Our aim is to improve the lives of people in business.

We offer accounting services so business owners can rest easy knowing they’re paying less tax and saving the most precious resource of all, time.

But saving time is just the beginning. Our expertise combined with efficient accounting technology will enable you to, for example, identify your most profitable customers, understand cash flow, prepare your business for launch or prepare your business for sale.

Technology has changed how we do business, but it’s no substitute for human interaction.

We’re often approached by those wanting to discuss an issue. “Clients call us to bounce around an idea or to discuss a problem. We enjoy being a sounding board as we develop practical solutions to meet specific needs.”

We’re personally obsessed with wanting you to meet your goals. Engage with us if you’re an established or start-up business who wants to simplify doing the books or get better business insight.

About our Directors

Paul and Darrin are experts in taxation and small business. They share a flair for finding relevant and simple solutions to real world problems. They also successfully manage efficient paperless offices. They are ready to talk to you today.

Xero Accountants

Reviews

As a small business owner, I need to know that my tax benefits are being maximised and with Balanced I feel more than confident to leave them to it. This gives me peace of mind and more time to work on what I do best. Running my business.

Mike Young, Gym owner

Paul promised a different kind of business accounting service and he has truly delivered on that promise. With a friendly, but effective approach and with a strong attention to detail my accounts are looking great. What’s more, through Paul’s coaching I now understand them completely!

Ginnie Denny, Ponsonby - Education and Training Consultant

The service Balanced provides is very professional but friendly too. Paul is very patient, explains procedures well making it easy to follow instructions, is friendly and helpful…never hesitating to answer my pleas for help!

Melanie Bayly, Business Manager - Ako Books

We’ve really valued the support and flexibility we’ve received from Balanced. They have been very thorough as well as proactive, helping us to anticipate needs and guiding us through set up. Communication has been excellent and it’s great to work with someone who takes a genuine interest in your business.

Caroline & Ondrej, Kohimarama - Standing Spoon Brewery

Ultra professional and with personality – a rarity in the accounting world. Very highly recommended.

Reuben, Founder - Alderson's hot sauce company

Being a new small business we had so many questions, especially because we didn’t have any accounting knowledge or background. We met Paul and discussed what we wanted and he set us up on Xero in no time. He explained everything in layman terms and got us on the right track.

Steve Ko, West Auckland - Small Business Owner

I would highly recommend switching to Balanced Chartered Accountants. The switchover process was super easy with their team’s support and Xero, which they implemented, has made a massive difference to our business. It has enabled me to better understand my finances.

Barrie Duncan, B Duncan LTD - Electrical Engineering Consulting Services

Having Paul as my accountant has been a true weight off my shoulders. I would recommend partnering with Balanced Chartered Accountants and Xero to any business looking to save time.

Xinia Alderson, Director - Trip Stumble Fall Productions

I think the Balanced team have a great ability to work alongside you in a pro-active rather than reactive way. I can recommend Balanced to any business owner looking to get a sound grasp of their finances, and the support of a skilled accountant.

Margie Sorensen, Managing Director - Information Technology Training Institute

Solutions

One size does not fit all. At Balanced, we recognise that every company is different.
Your needs are not the same as your competitors’.

Accounting

We offer essential accounting services for small to medium sized business owners.

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Paperless Office

Control your business and access your information from anywhere. We work alongside many technology partners who can also support you.

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Tax

Every business needs good tax advice. We assist businesses to plan effectively, working to maximise tax savings and avoid external audit.

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Virtual CFO

We provide easy access to practical expert advice – without the need of employing an expensive CFO in-house.

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Start-Ups

We understand the importance of conserving cash if you have a new business. We will work as part of your team to give you the knowledge and skills to progress your business.

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Education

Aimed at non accountants, we offer high-quality training tailored for your business. We can help you or your team better understand key finance and business strategy areas.

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Resources

Xero

We use Xero, a cloud based accounting software. Our clients love it because they get a real-time view of their business plus it’s intuitive and easy to use.

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Add-on Marketplace

Xero integrates with hundreds of business applications. Talk to us about which add-ons are best for you.

READ MORE

Electronic Signatures

We use electronic signatures instead of ‘wet’ signatures to sign most documents. They are Fast, Secure and Legally Binding.

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Newsletters

Don’t miss any accounting and tax news – Sign up here for our regular newsletter outlining all the current accounting trends for business and more.

READ MORE

Pricing Plans

We have made sorting out your business costs easier with no big surprises at the end of the year. Each plan can be tailored to suit your needs.
Contact us to discuss your requirements.

Starter

$160

+ GST PER MONTH

Recommended for small businesses with no employees

  • Discounted Xero subscription
  • Annual accounts, tax and documentation
  • Maximise tax benefit
  • Telephone and Email support
  • IRD management
  • Regular updates and advice on tax and business issues
  • GST returns review or completion
  • 2 or 6 Monthly reports and meetings with your advisor
  • Monthly reports and meetings with your advisor. Financial control support.

Standard

$270

+ GST PER MONTH

Recommended for small businesses with employees

  • Discounted Xero subscription
  • Annual accounts, tax and documentation
  • Maximise tax benefit
  • Telephone and Email support
  • IRD management
  • Regular updates and advice on tax and business issues
  • GST returns review or completion
  • 2 or 6 Monthly reports and meetings with your advisor
  • Monthly reports and meetings with your advisor. Financial control support.

Premium

Popular

$495

+ GST PER MONTH

Designed for businesses with greater complexity that require frequent business advice and reporting

  • Discounted Xero subscription
  • Annual accounts, tax and documentation
  • Maximise tax benefit
  • Telephone and Email support
  • IRD management
  • Regular updates and advice on tax and business issues
  • GST returns review or completion
  • 2 or 6 Monthly reports and meetings with your advisor
  • Monthly reports and meetings with your advisor. Financial control support.

Virtual CFO

POA

+ GST PER MONTH

For businesses that require comprehensive regular reporting and ongoing business support

  • Discounted Xero subscription
  • Annual accounts, tax and documentation
  • Maximise tax benefit
  • Telephone and Email support
  • IRD management
  • Regular updates and advice on tax and business issues
  • GST returns review or completion
  • 2 or 6 Monthly reports and meetings with your advisor
  • Monthly reports and meetings with your advisor. Financial control support.
  • All the benefits of Xero including 24 hour access to your accounting system from wherever you are, live bank feeds, secure online storage. Some Xero plans may attract an additional charge.
  • Rental Property property plans are available at discounted pricing.
  • All terms and conditions will be in accordance with the standard terms of engagement.
  • As each client’s situation is unique fees can vary from the above indications.
  • Latest News

    Here are few things of note, for everything else visit our news archive.

    7 Qualities to Look For in an Accountant

    If you have never used the services of an accountant before, you may wonder when you should be looking for one and, more importantly, how to choose the right person.

    Posted in Business, Tax | Comments Off on 7 Qualities to Look For in an Accountant

    The New Year’s Resolutions You Should Definitely Follow

    Running your own business is a very rewarding experience, but most SME owners are faced with the same problems

    Posted in Business | Tagged , | Comments Off on The New Year’s Resolutions You Should Definitely Follow

    Why inventory management in the cloud benefits Retailers

    Cloud-based inventory management software has revolutionised how businesses of all sizes control their inventory.

    Posted in Business, Technology | Comments Off on Why inventory management in the cloud benefits Retailers

    Cloud computing got you perplexed?

    You’re not alone. Most of us talk about ‘the cloud’ without even realising what it really means. Xero has cleared the air on cloud computing and how it can benefit your small business.

    Posted in Technology | Comments Off on Cloud computing got you perplexed?
    We’d love to hear from you , let’s connect!

    Contact Us

    It’s easy to talk with us today

    Leave us with your phone number and we’ll get in touch with you within 24 hours to arrange a free consultation, or phone us directly.

    Balanced Chartered Accountants | 0800 422 526 |

    Auckland

    Level 3
    Textile Centre
    1 Kenwyn Street
    Parnell
    09 282 3620

    PO Box 105848
    Auckland City 1143

    Wanaka

    Office 4
    Level 1
    99 Ardmore Street
    Wanaka 9305
    03 555 3047

    PO Box 13
    Wanaka 9343

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