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Our services

Balanced is a full-service finance partner for
businesses wanting to thrive and grow.

We take a holistic look at each business, identify core areas of growth and risk, and work with leaders to get results.

Check out our core service areas – Tax, Business Growth, Remote Finance Team and Carbon Accounting – or browse our Service Menu below.

Tax & Annual Accounts

  • A plan for every business, from start-up to multi-national.
  • Monthly payment options (hello, cashflow management).
  • Optimal tax planning and structuring advice for every business.

Business Growth

  • Business isn’t easy – we’ll help you thrive and grow.
  • Your remote CFO, for every stage of business.
  • Designed for owner-operators who want support to succeed.

Full Finance Function

  • Your full-service finance department – in-house, offsite.
  • Improved financial performance, reduced costs.
  • For businesses ready to focus on the future.

Carbon Accounting

  • What we measure we can manage – let’s get started!
  • Your first Carbon Footprint or a full Greenhouse Gas Inventory.
  • Designed for businesses looking to take climate action.

Business Direction

For business owners who want strategic commercial guidance. Leaning on extensive cross-industry experience, one of our senior partners will walk you through the development of your strategic or annual business plan, ensuring you feel energised & confident with a robust plan for success.

Business Plan Development

For business owners passionate about performance. We’ll educate and support you to make better business decisions. Each quarter we’ll analyse your financial results, identify areas for growth, set 90-day goals and identify strategies to achieve them, holding you accountable along the way.

Quarterly Coaching

Commercial Strategy

We’ll help you answer critical questions about your business, like whether or not you’re making money or if you’re pricing your products correctly. Our virtual CFOs will guide you towards optimal your pricing and margin strategy.

Pricing & Margin Strategy

Do you know much money you’re making from each of your products or services? Is one poor performer pulling down your overall result? We’ll help you understand your profitability and identify actions for improvement.

Profitability Analysis

Implementing strong financial controls to decrease your chances of financial error and all forms of fraud. Ensure you have the right people committing your company to costs and optimal processes for payment approvals.

Financial Controls

A pre-purchase review on your proposed acquisition. We’ll assess strategic potential, look at past and potential future financial performance, and advise on the best way to set up and run the financial function of your new business.

Business Acquisition Advice

Looking to start a new business / launch a new product / enter a new market? Modelling your projected financial performance will ensure your most important business decisions are based on concrete insights.

Financial Modelling

KPIs (key performance indicators) are invaluable tools for managing the performance of your business. We’ll help you create metrics that are quantifiable, measurable and, most importantly, support your business goals.

KPI Setting

Looking to raise capital for your business or organisation? We can help with guidance and advice, as well as developing a set of accounts to share with prospective investors.

Capital Raising

Our virtual CFOs work with business owners to determine whether hibernation or exit is the best option for your business. We provide strategic insights and scenario planning so that you can make informed decisions on the best route to take.

Hibernation Support

Accounting

Performance analysis & insights for smart businesses. We make sure the information you’re making key decisions on is not only accurate, but structured to clearly show you how your company is performing.

Monthly Reporting

The financial plan for achieving your goals, a robust budget gives you certainty and confidence. Not sure what’s coming down the line? We can work through a variety of different scenarios and see what the numbers say.

Budgeting

Cashflow is king. It’s imperative to understand your current cashflow position, as well as how it’s going to look next month and next quarter. We’ll let you know when you need to take action, so you’re not left high and dry.

Cashflow Forecasting

Debt can be a useful tool to help start and grow your business. But financial events outside of your control can take you further into the red than planned. We’ll assess your current position and help you take action.

Debt Reduction

Cost Control

The right tax planning and structuring advice can make a significant difference to your bottom line. From income tax to PAYE to GST and FBT, we can help. And if your business is looking to head offshore, we can help you navigate overseas tax obligations as well.

Tax Planning

Naturally, we can take care of your annual accounts & tax returns, too. Click through to view our Annual Accounts packages.

Annual Accounts

Bookkeeping

Let us create your sales invoices and follow up with debtors - we're lightning fast and professional ``bad cops``. You're freed to focus on growing your business and nurturing your client relationships.

Accounts Receivable

Super speedy and secure, we ensure the right amount gets paid to the right person at the right time. Our next-level checks and processes make sure payments go to the right bank account and nothing gets missed.

Accounts Payable

Don't get caught out. Our payroll service ensures you never make a PAYE error or miss a pay date. We have expert knowledge around statutory regulations and contracts, meaning you don't have to.

Payroll

A whole lot more than clicking the ``OK`` button in Xero, correct coding is a vital for ensuring you get an accurate picture of your business's current financial position. We do it right. We do it fast.

Xero Reconciliation

Cashflow Management

Cost Management

Systems

Hello, efficiency! Let us build you a tech stack that gives you optimal financial insights and saves you hours in admin time. Our resident gurus will set you up with the optimal tools and processes for your business, and tailor the coding, reporting and automation to your needs.

System Optimisation

Xero is a powerful tool that, when set up correctly, quickly and easily provides you with the information you need to make smart business decisions. Our resident gurus will teach you how to make Xero your best friend. Not to mention save you hours in admin time.

System Training

Carbon Accounting

The accessible first step in your carbon journey. Click through for more information.

Carbon Footprint

Full GHG report compiled to the ISO 14046-1 standard. Click through for more information.

Greenhouse Gas Inventory

With Balanced comes a commitment to make things better for every business -
whether better means financial, lifestyle or a combination of both.

We are your partners in finance. Your partners in business.
Your partners in success.

Contact us

To find out more about how we could help your business, please leave us a message using this form, call us for a chat on 0800 422 526, or email us on