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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.