GROW YOUR BUSINESS WITH BEANY

Help Kiwi businesses succeed

Q: How do I get started?

You must be a Beany client to access this add-on service. Book a call and a member of our team will ring you at your chosen time to learn about your business and goals. They will offer the best way forward and provide a quote for any services discussed. The next step is to accept the quote and complete onboarding. We can only start working with you once onboarding is finalised and we're officially your tax agent. If you're already a client, reach out to customer support for more info.

There is plenty of scope for entrepreneurs to flourish and grow their businesses in New Zealand. Beany is here to help take your business to the next level. Discuss your needs with one of our problem solvers.

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Beany Success Pack

Jumping from one business goal to the next? Bounce your ideas off a Beany accountant.

You’ve got your business to a good place, but you want to make sure you don’t steer it off course. Motivational podcasts and self-help books only get you so far. With our success pack, you can connect with and bounce your ideas off a real person who understands your business on a regular basis.

Our success pack is designed for you, the grower, the go-getter, the status-quo challenger – so you can get all the accountability and support you need to smash it.

WHAT'S ON OFFER

What's inside?

Goal setting, budgets, 6 meetings per annum and business planning.

Business planning to set goals for the next year and beyond

Helping you to set business goals and developing and implementing strategies to achieve them.

Preparing budgets and input into Xero

Preparation of a budget tailored to your business and input into your Xero file so you can track how you are going.

6 meetings annually, to help you reach your goals

Bi-monthly meetings with your accountant to help you understand how you are tracking with your goals and what changes you can implement to reach them.

Business planning to set goals for the next year and beyond

Helping you to set business goals and developing and implementing strategies to achieve them.

Preparing budgets and input into Xero

Preparation of a budget tailored to your business and input into your Xero file so you can track how you are going.

6 meetings annually, to help you reach your goals

Bi-monthly meetings with your accountant to help you understand how you are tracking with your goals and what changes you can implement to reach them.

How can an accountant help your business grow

Business owners with a growth mindset need a combination of financial expertise and big-picture strategic thinking. You don't just need to know how your business is doing, but how it could look in the future.

A Beany accountant does more than file taxes and keeps your business compliant, they can act as your business advisor. Some of these advisory areas that we can help with include:

Break-even analysis
Conducting a cashflow forecast
Understanding the key performance indicators in your business
Identifying profitable areas or where to cut costs
General strategic guidance

FAQS

Frequently asked questions

Don’t see your answer? Reach out to us, we’d love to help!

Is the Success pack right for me?

This package is designed for established businesses who require more from their accountant.

How do I get started?

You must be a Beany client to access this add-on service.Book a call and a member of our team will ring you at your chosen time to learn about your business and goals. They will offer the best way forward and provide a quote for any services discussed. The next step is to accept the quote and complete onboarding. We can only start working with you once onboarding is finalised and we're officially your tax agent.If you're already a client, reach out to customer support for more info.

Do you also provide business advice?

Yes, we certainly do. We can provide advice to our clients on anything you would expect from an accountant (such as the advisory areas outlined above). Once we understand what you need, we will provide a quote, detailing the cost of the consulting/advice and what you are going to receive from Beany. This way there are no surprises.

How does the monthly payment work?

The Beany success pack has a 1 year commitment as the monthly cost is actually the total cost of this service split into 12 monthly payments. We operate like this to give you certainty over the cost and to smooth cashflow for your business.

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