Better Financial Knowledge | Better Financial Outcomes

We get you, FMCG entrepreneur.
You want to know things like:

  • What price do I need to sell my product for, in order to make money?
  • Will a bigger batch size decrease my cost per unit?
  • Can I afford to grow/ invest/ take on more staff?
  • What do my monthly accounts really mean?

We help FMCG businesses like yours answer the big questions, make sense of monthly accounts and understand which levers to pull for better financial outcomes. We’ll sort your Xero, annual accounts and GST too.

Give us a call on (09) 282 3620.

Let’s get your business thriving, with better finances in 2021.

CASE STUDY: QULA KOMBUCHA

Qula is shaking up the beverage world, inviting us to “drop a tab and change the world!” The business needed to add something a little stronger to really get the party started – a finance partner. Enter Balanced.

Read the case study >

We have a plan to suit every business

Starter

$165
+ 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
  • Annual discussion with your advisor to go through your annual accounts, what they mean and ways to improve them

Standard

$250
+ 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
  • Annual discussion with your advisor to go through your annual accounts, what they mean and ways to improve them

Premium

$615
+ 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
  • Annual discussion with your advisor to go through your annual accounts, what they mean and ways to improve them
  • Quarterly strategic meetings with your advisor to assess progress and discuss options for driving better business outcomes

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 strategic meetings with your advisor to assess progress and discuss options for driving better business outcomes
  • Financial control support