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Extra support for your business

We understand every Kiwi business is unique. Our tailored accounting and advisory services are designed to give you flexible support when you need it. Exclusively available to existing clients and custom-quoted to ensure they fit your requirements.

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Financial planning

Budgets and Cashflow Forecasts
Plan ahead with confidence by anticipating your future income, expenses and potential cash shortfalls. Whether you’re managing day-to-day operations, preparing for growth or securing funding, tailored forecasts help you make informed decisions and keep your business on track.​

3-Way Forecasts
Gain a complete view of your financial health with integrated profit and loss, balance sheet, and cash flow projections. A 3-way forecast helps you plan for the long-term, secure investment and meet lender or investor requirements. It enables you to identify trends, assess risks, and make well-informed strategic decisions.​

Business partners

Insights and Reporting

Management Reports
Access clear and actionable insights tailored to your business. Our reports help you track performance, identify opportunities for improvement, and make smarter strategic decisions that drive growth and profitability.​

Regular Review Meetings
Stay in control of your financial performance with regular check-ins to discuss your progress, address concerns, and plan for the future. Whether you prefer monthly, bi-monthly or quarterly reviews, these meetings provide a proactive approach to financial management and help you make informed business decisions.​

Businesswomen using a tablet to analysis some financial info

Strategic Advisory

Strategy Meetings
Turn your business objectives into a clear and actionable plan. We provide personalised guidance to help you expand, improve efficiency or overcome financial challenges with confidence.​

Dividend Calculations
Make tax-efficient and sustainable decisions about profit distribution. We calculate dividends based on your company’s financial position, legal requirements and long-term growth plans, giving you clarity on how much can be withdrawn while keeping your business healthy.​

Charlotte ACA, CTA, General Manager of Beany UK
Charlotte, GM of Beany UK

Australian and UK Tax Support

We provide expert New Zealand tax advice and support for businesses operating in New Zealand. If your business also operates in Australia or the UK, our local Beany teams can assist with your accounting and tax requirements in those regions. Please note that we do not offer support outside of New Zealand, Australia, and the UK.​

FAQS

Frequently asked questions

These services are exclusively for existing Beany clients on our Form, Flow or Flex accounting packages.We need access to your financial records and be linked as your tax agent in order to complete the work.If you'd like to know more about Beany, you can book a friendly chat here.
These services are custom-quoted to ensure they fit the specific needs of your business. We believe in price transparency, so will quote this work upfront so you know exactly what you'll be paying.
You can get in touch with your Beany accountant or our client support team.If you're not a client yet, book a call so we can discuss your business accounting and tax requirements.
Timelines vary depending on the service and your requirements. We will discuss this with you.For management reports and strategy meetings, we can provide these on a monthly, bi-monthly or quarterly basis.
These services are designed to be flexible to your business needs.We understand that you may need something only once (e.g. a 3-way forecast for the bank), or on a more permanent basis (e.g. quarterly reports and meetings).
If your requirement falls outside of the services listed, we have a network of trusted experts and advisors across various fields. If we're unable to assist directly, we'll happily recommend a reliable professional who can help with your specific needs, ensuring you receive the support you need.
View our support site