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We don't just do numbers. We do business strategy too.

Let's get your business thriving.

Great commercial advice should be accessible for all businesses – not just the big guys! Book a free one hour session with Balanced and we’ll work through whatever’s keeping you up at night, like:

  • How do I know what price I need to sell my product or service for, in order to make money?
  • Can I afford to grow/ invest/ take on more staff?
  • What do my monthly accounts really mean? 

We’ll also explain how easy it is to move to Balanced. With offices here in Wānaka, we’re as local as you. And most importantly, we’re here for you. We’re your partners in finance. Your partners in business. Your partners in success.

SEE HOW WE HELPED THE TEAM AT WILDWIRE:

We are so stoked to have found Balanced. They took the time to listen to us, answer the questions we were asking about our business and make our finances work for us… This knowledge has given us the ability to confidently make decisions and know how they will play out instead of guessing.

Read the case study >

A plan for every business

Starter

$165
+ GST per month

Recommended for sole traders and contractors

  • 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