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Better Financial Knowledge | Better Financial Outcomes

Meet an FMCG accountant who understands your business!
You want to know things like:

  • What is my true margin per product?
  • What price do I need to sell my product for, in order to make money?
  • Do I have enough money to run a bigger batch size in order to 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 answer the big questions, make sense of monthly accounts and understand which levers to pull for better financial outcomes. We can sort your Xero, annual accounts and GST too.

Let’s get your business thriving!

FMCG CASE STUDY: QULA KOMBUCHA

Qula is shaking up the beverage scene, 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 >

A plan for 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
  • Product margin analysis
  • Cashflow forecasting
  • Financial control support
  • 2 or 6-monthly strategic meetings with your advisor to assess progress and discuss options for driving better business outcomes