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

Let's get your business thriving!

Business can be hard. But you don’t have to go it alone! Book your free 45 minute Introductory Session with Darrin, Balanced Wānaka Virtual CFO,  and we’ll work through whatever’s keeping you up at night. Things 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 believe that first-class commercial advice should be accessible for all businesses – not just the big guys!
Our simple pricing plans come with personalised support from our team of savvy CFOs and accountants.
So get in touch, and let’s get your business thriving.

“Give us a call and we’ll work through your burning issues together. We are your partners in finance. Your partners in business. Your partners in success.”

– Darrin Brown (aka Brownie), Director, Balanced Wānaka

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 >

MORE THAN TAX FOR SMALL BUSINESSES:

I was only really in touch with my previous accountant when I needed to get a yearly tax return done. I didn’t really know if my hourly rate was actually paying me any $$$. Since working with Balanced, I understand my price point and I feel more confident setting up hourly rates and packages. I can absolutely recommend Balanced as an accountant as they don’t “just” do your tax. Balanced really gets your business thriving.” – Jana Reulecke, Wunderbaa

A plan for every business

Starter

FROM $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

FROM $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

FROM $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