--- title: Balance CA description: Expert Accounting Services Tailored To Your Needs --- [![Ecom](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/Logo_1.png)](https://balanceca.nz/?hsLang=en-nz) - [Home](https://balanceca.nz/?hsLang=en-nz) [![Ecom](https://balanceca.nz/hs-fs/hubfs/raw_assets/public/codfina/images/image_web/startup.png?width=60&name=startup.png) Start-ups](https://balanceca.nz/start-ups?hsLang=en-nz) [![Established](https://balanceca.nz/hs-fs/hubfs/raw_assets/public/codfina/images/image_web/establishedbusinesses.png?width=60&name=establishedbusinesses.png) Established Businesses](https://balanceca.nz/established-businesses?hsLang=en-nz) [![Agricultural](https://balanceca.nz/hs-fs/hubfs/raw_assets/public/codfina/images/image_web/agriculturalbusinesses.png?width=60&name=agriculturalbusinesses.png) Agricultural Businesses](https://balanceca.nz/agricultural-businesses?hsLang=en-nz) - [About](https://balanceca.nz/about-us?hsLang=en-nz) - [Services](https://balanceca.nz/services?hsLang=en-nz) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/services_1.png) Annual Accounting & Tax Services](https://balanceca.nz/services#nav_f4) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/services_2.png) Business Support Services](https://balanceca.nz/services#nav_f4) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/services_3.png) Business Development](https://balanceca.nz/services#nav_f4) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/services_4.png) Business Planning](https://balanceca.nz/services#nav_m4) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/services_5.png) Cashflow Management](https://balanceca.nz/services#nav_m4) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/services_6.png) Accountability Coaching](https://balanceca.nz/services#nav_m4) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/services_7.png) Succession Planning](https://balanceca.nz/services#nav_m4) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/services_8.png) Organisational Review](https://balanceca.nz/services#nav_b3) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/services%20icon-9.png) Governance](https://balanceca.nz/services#nav_b3) [![](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/services-10-01.png) Specialist Māori Sector Services](https://balanceca.nz/services#nav_f4) [![](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/11_Connections.png) Connections](https://balanceca.nz/services#nav_b3) # BALANCE Take control of your finances with BalanceCA, your trusted partner for all your accounting and financial needs. We are dedicated to helping individuals and businesses achieve financial wellness, allowing you to focus on what truly matters. [Learn More](https://balanceca.nz/services?hsLang=en-nz) - [Blogs](https://balanceca.nz/blogs?hsLang=en-nz) - Calculators [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/Calculator_1.png) Income Tax Calculator](https://balanceca.nz/income-tax-cal?hsLang=en-nz) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/Calculator_3.png) BrightLine Property Tax Calculator](https://balanceca.nz/brightline-cal?hsLang=en-nz) [![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/Calculator_2.png) Goods & Services (GST) Tax Calculator](https://balanceca.nz/gst-cal?hsLang=en-nz) ## BALANCE Take control of your finances with BalanceCA, your trusted partner for all your accounting and financial needs. We are dedicated to helping individuals and businesses achieve financial wellness, allowing you to focus on what truly matters. [Learn More](https://balanceca.nz/income-tax-cal?hsLang=en-nz) - [Payment](https://balanceca.nz/Payments?hsLang=en-nz) - [Contact us](https://balanceca.nz/contact-us?hsLang=en-nz) [![](https://balanceca.nz/hubfs/raw_assets/public/codfina/assets/imgs/page/image_web/Coffee.png) Grab a coffee](https://balanceca.nz/Booking?hsLang=en-nz) [![IORI](https://balanceca.nz/hubfs/raw_assets/public/codfina/assets/imgs/page/image_web/Logo1.png)](https://balanceca.nz/?hsLang=en-nz) - Home - [About](https://balanceca.nz/about-us?hsLang=en-nz) - Services - [Blogs](https://balanceca.nz/blogs?hsLang=en-nz) - Calculators - [Payment](https://balanceca.nz/Payments?hsLang=en-nz) - [Contact us](https://balanceca.nz/contact-us?hsLang=en-nz) - [My Profile](https://balanceca.nz/login.html?hsLang=en-nz) - Work Preferences - My Boosted Shots - My Collections - Account Settings - Go Pro - [Sign Out](https://balanceca.nz/register.html?hsLang=en-nz) ##### / Start Up ## Expert Accounting Services Tailored To Your Needs Take control of your finances with Balance CA, your trusted partner for all your accounting and financial needs. We are dedicated to help individuals and businesses to achieve financial wellness, allowing you to focus on what truly matters [Learn More](https://balanceca.nz/start-ups?hsLang=en-nz) ##### / Established ## Expert Accounting Services Tailored To Your Needs Take control of your finances with Balance CA, your trusted partner for all your accounting and financial needs. We are dedicated to help individuals and businesses to achieve financial wellness, allowing you to focus on what truly matters [Learn More](https://balanceca.nz/established-businesses?hsLang=en-nz) ##### / COMMERCIAL ## Expert Accounting Services Tailored To Your Needs Take control of your finances with Balance CA, your trusted partner for all your accounting and financial needs. We are dedicated to help individuals and businesses to achieve financial wellness, allowing you to focus on what truly matters Learn More ##### / AGRICULTURE ## Expert Accounting Services Tailored To Your Needs Take control of your finances with Balance CA, your trusted partner for all your accounting and financial needs. We are dedicated to help individuals and businesses to achieve financial wellness, allowing you to focus on what truly matters [Learn More](https://balanceca.nz/agricultural-businesses?hsLang=en-nz) ![Tax Traders](https://balanceca.nz/hubfs/tax-traders.svg) ![Xero Platinum Partner](https://balanceca.nz/hubfs/xero-platinum-partner.png) ![Business Whanganui Chamber of Commerce](https://balanceca.nz/hubfs/business-whanganui.svg) ![MYOB Platinum Partner](https://balanceca.nz/hubfs/myob-diamond-partner.png) ![Figured](https://balanceca.nz/hubfs/figured.png) ![paner image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/kamato-2.png) What We Have To Offer ## Guiding Businesses in Changing Times ![image](https://balanceca.nz/hubfs/services_1.png) #### [Annual Accounting & Tax Services](https://balanceca.nz#employee) Efficient annual accounting and tax services tailored to your needs. Expert assistance for individuals and businesses, ensuring compliance and maximizing returns. [Learn More](https://balanceca.nz/services#Business_plan) ![image](https://balanceca.nz/hubfs/2__Business.png) #### [Business Support Services](https://balanceca.nz/No%20lag%20time,%20no%20lost%20effort%20when%20priorities%20change,%20no%20email%20black%20hole.%20As%20team%20collaboration%20improves) Navigate the complexities of business with our top-tier support services. Whether it's strategic planning, financial analysis, or operational guidance, we're your partners in success. [Learn More](https://balanceca.nz/services#Business_plan) ![image](https://balanceca.nz/hubfs/3__Business.png) #### [Business Development](https://balanceca.nz/Share%20updates%20instantly%20within%20our%20project%20management%20software,%20and%20get%20the%20entire%20team%20collaborating) Fuel business growth with our dynamic development strategies. We offer market expansion, partnership opportunities, and innovative plans to drive success and propel your venture forward. [Learn More](https://balanceca.nz/services#Business_plan) ![image](https://balanceca.nz/hubfs/4__Businessplanning.png) #### [Business Planning](https://balanceca.nz/Seamless%20importing%20and%20round-tripping%20of%20Microsoft%20Project%20plans,%20Excel%20files%20&%20CSV%20files.) Transform your business ideas into reality through meticulous planning. Our services cover market research, financial projections, and actionable strategies to set you on a path to success. [Learn More](https://balanceca.nz/services#Business_plan) ![image](https://balanceca.nz/hubfs/5__Cashflow.png) #### [Cashflow Management](https://balanceca.nz#employee) Master your finances with our precise cash flow management. Optimize earnings, rack expenses, and ensure liquidity for a stable and thriving business. Your financial health is our expertise. [Learn More](https://balanceca.nz/services#Business_plan) [Explore Services](https://balanceca.nz/services?hsLang=en-nz) ![paner image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/kamato-2.png) ![image](https://balanceca.nz/hubfs/Calculator_1.png) ##### Income Tax Calculator Optimize tax planning with our accurate income tax calculator, which estimates annual liabilities effortlessly and provides financial clarity for users. [Use Calculator](https://balanceca.nz/income-tax-cal?hsLang=en-nz) ![image](https://balanceca.nz/hubfs/Calculator_3.png) ##### BrightLine Property Tax Calculator Our Brightline Calculator streamlines property tax calculations for real estate. [Use Calculator](https://balanceca.nz/brightline-cal?hsLang=en-nz) ![image](https://balanceca.nz/hubfs/Calculator_2.png) ##### Good & Services (GST) Tax Calculator Find precise GST values for products and services with our comprehensive calculator. [Use Calculator](https://balanceca.nz/gst-cal?hsLang=en-nz) ![paner image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/kamato-2.png) #### OUR TEAM ## WHANGANUI ![CRAIG MCKINNON](https://balanceca.nz/hubfs/craig-1.png) CRAIG MCKINNON Partner Craig is a Partner and Chartered Accountant who joined the Balance Group in 2013. He previously worked in both government and private sector roles in Wellington and moved back to Whanganui to be closer to family. He studied at Victoria University in Wellington. Graduating with a Bachelor of Commerce and Administration with a double major in Accounting and Commercial Law. After graduating he initially worked as an investigator for Inland Revenue and this experience has given him a broad tax knowledge covering a range of industries. He enjoys working with clients to provide specialised advice in all matters of taxation.He heads up our Taranaki office, supported by the team. He is experienced in farm accounting & taxation planning, small to medium business structuring & advice, as well as business & succession planning. He is our ‘go to guy’ for business structures and advises small and medium-sized enterprises (SME’s) on a wide range of issues and opportunities. Craig’s passion is for growing new businesses and assisting the next generation in creating value.Outside of the office, he does his best to undo the effects of sitting at a desk by exercising as often as possible and enjoys high intensity workouts or a bike ride. He also enjoys assisting with treasury roles in a number of charities, organisations and committees. See more [mailto:craig@balanceca.nz](mailto:craig@balanceca.nz) [tel:+64063480062](tel:+64063480062) ![BROOKE REUTERS](https://balanceca.nz/hubfs/brooke-1.png) BROOKE REUTERS Partner Brooke has been with Balance since early 2017, and was recently promoted to Partner in October 2022. After graduating with a Bachelor of Commerce and Administration majoring in accounting, Brooke gained her Chartered Accountancy and Certificate of Public Practice while working here in Whanganui. She has over ten years’ experience in completing financial accounts, GST, tax and business administration as well as business development and planning. She is an expert in the area of compliance and knows our software packages (MYOB and XERO) inside and out. Brooke and her husband welcomed their son in August 2021 so she loves spending as much time as she can with them. When she has any spare time, she loves nothing better than long walks, a good book and the occasional round of golf. See more [mailto:brooke@balanceca.nz](mailto:brooke@balanceca.nz) [tel:+64063480062](tel:+64063480062) ![LUPTON FOR](https://balanceca.nz/hubfs/lupton-1.png) LUPTON FOR Associate Lupton is an associate in our Whanganui office. He specializes in assisting Māori entities with management and year-end reporting requirements, providing appropriate problem-solving solutions, miscellaneous systems and governance advice to, and on behalf of, those Māori entities, and project managing effective compliance requirements for statutory and internal deadlines. In particular, he has provided structures and accounting advice to Nga Rauru Iwi throughout its treaty settlement journey. He is, also, part of the team servicing Te Ātihau Whanganui Inc. and leads the team servicing the needs of charitable entities Nga Tai o Te Awa Trust (health education sector) and Te Puna Matauranga O Whanganui Trust (Education sector). See more [mailto:lupton@balanceca.nz](mailto:lupton@balanceca.nz) [tel:+64063480062](tel:+64063480062) ![JOHN TAYLOR](https://balanceca.nz/hubfs/JT.png) JOHN TAYLOR Consultant John Taylor (JT) has been with Balance Chartered Accountants since 2005.He started with Balance Chartered Accountants (then Peach Cornwall & Partners) in early 1997 as the practice’s first Practice Manager and he also worked with clients looking after their accounting requirements. Over the years the business has changed significantly as has his role and he also now also leads our Business Development team assisting clients with Business Growth & Performance, Leadership & Change Management and Accountability Coaching. See more [mailto:jt@balanceca.nz](mailto:jt@balanceca.nz) [tel:+64063480062](tel:+64063480062) ![paner image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/kamato-2.png) ## WHAT OUR CLIENTS HAVE TO SAY Gary Rainey Anndion Lodge I wanted to let you know that you are doing a fantastic job - you make the rest of the accounting industry look slow. Brooke especially has been really quick and onto it. Although she’s been busy with the office move and other things, she hasn’t missed a step and I know I can always count on Brooke to get things done. See more Malcolm & Roxi The Citadel We chose Balance as our accountants when we moved to Whanganui. In short, they’re always available, their advice instrumental, the team are so personable and man they make it account! See more Abbi & Rodney Calman Engineering Our business has seen the benefits of working with Balance Chartered Accountants and it was John and Yvonne who pushed us towards entering the Innovate Awards. We worked intensively with the Balance team for these awards, for which we are grateful. We love working with the whole team at Balance Chartered Accountants, and would recommend them to any business wanting not just compliance support, but Advisory as well. See more William Ford William Ford Landscaping Efficient personalized service that I know I can trust. A weight off my mind knowing my accounts are in order and I can get on with working. Thanks Balance for your professional services See more J Granville Take It Easy Tours We’ve been with Balance since starting our business almost 10 years ago. Being new to running our own company the team were superb in handling all our accounting needs and providing expert training to assist us using Xero. We can’t fault their customer service and dedication and really appreciate everything they have done for us. Thanks team – here’s to many more years working together. See more Deek Reuters DBR Building Ltd I can always rely on Balance to have my work completed on time and to a high standard. Appreciate the efficiency of the team! See more John Maihi Executive Chair - Nga Tai O Te Awa Trust. Balance Chartered Accountants have been instrumental in assisting a full recovery financial plan that brought Nga Tai O Te Awa Trust from the brink of insolvency. The staff at Balance have been supportive and very passionate in seeking positive ways to reach the position that the trust is in at present. See more Atihau Whanganui Incorporation Balance Chartered Accountants has supported the incumbent CEO to progressively introduce a number of new systems and procedures including the "integrated one-farm" concept whereby AWHI stations operate in an integrated manner to maximise synergies and economies of scale. Balance has also assisted with strategic planning involving the implementation of a rolling 5 year Strategic Plan See more P J O'Neill Maewa Station Balance Chartered Accountants are vastly experienced in farm accountancy and would be a tremendous asset to any farming enterprise. They have my highest recommendation without reservation. See more [Leave a Google Review](https://www.google.com/search?channel=fs&client=ubuntu-sn&q=balance+carterted+accountant+new+zeeland#lrd=0x6d4003a4d3e0feef[…]m=12444954496000353784) ##### Gary Rainey Anndion Lodge I wanted to let you know that you are doing a fantastic job - you make the rest of the accounting industry look slow. Brooke especially has been really quick and onto it. Although she’s been busy with the office move and other things, she hasn’t missed a step and I know I can always count on Brooke to get things done. ##### Malcolm & Roxi The Citadel We chose Balance as our accountants when we moved to Whanganui. In short, they’re always available, their advice instrumental, the team are so personable and man they make it account! ##### Abbi & Rodney Calman Calman Engineering Our business has seen the benefits of working with Balance Chartered Accountants and it was John and Yvonne who pushed us towards entering the Innovate Awards. We worked intensively with the Balance team for these awards, for which we are grateful. We love working with the whole team at Balance Chartered Accountants, and would recommend them to any business wanting not just compliance support, but Advisory as well. ##### William Efficient personalised service that I know I can trust. A weight off my mind knowing my accounts are in order and I can get on with working. Thanks Balance for your professional services ##### J Granville Take It Easy Tours We’ve been with Balance since starting our business almost 10 years ago. Being new to running our own company the team were superb in handling all our accounting needs and providing expert training to assist us using xero. We can’t fault their customer service and dedication and really appreciate everything they have done for us. Thanks team – here’s to many more years working together. ##### Deek Reuters DBR Building Ltd I can always rely on Balance to have my work completed on time and to a high standard. Appreciate the efficiency of the team! ##### John Maihi Executive Chair - Nga Tai O Te Awa Trust. Balance Chartered Accountants have been instrumental in assisting a full recovery financial plan that brought Nga Tai O Te Awa Trust from the brink of insolvency. The staff at Balance have been supportive and very passionate in seeking positive ways to reach the position that the trust is in at present. ##### Atihau Whanganui Incorporation Balance Chartered Accountants has supported the incumbent CEO to progressively introduce a number of new systems and procedures including the "integrated one-farm" concept whereby AWHI stations operate in an integrated manner to maximise synergies and economies of scale. Balance has also assisted with strategic planning involving the implementation of a rolling 5 year Strategic Plan ##### P J O'Neill Maewa Station Balance Chartered Accountants are vastly experienced in farm accountancy and would be a tremendous asset to any farming enterprise. They have my highest recommendation without reservation. ## Our Offices #### Balance Whanganui 10 Dublin Street, Whanganui, 4500   PO Box 670, Whanganui, 4540   0800 480 062 / 06 348 0062   whanganui@balanceca.nz Get Directions #### Balance New Plymouth 141 Powderham Street, New Plymouth, 4310   PO Box 593, New Plymouth, 4340   06 7695389   newplymouth@balanceca.nz Get Directions #### Balance Stratford 199 Broadway, Stratford, 4332   PO Box 42, Stratford, 4352   06 765 6156   stratford@balanceca.nz Get Directions ![image](https://balanceca.nz/hubfs/img6.png) ![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/kamato-1.png) Want to have a chat ## Let's grab a coffee By clicking the button, you are agreeing with our Terms & Conditions [![](https://balanceca.nz/hubfs/raw_assets/public/codfina/assets/imgs/page/image_web/Coffee.png) Grab a coffee](https://balanceca.nz/Booking?hsLang=en-nz) ![image](https://balanceca.nz/hubfs/raw_assets/public/codfina/images/image_web/Logo_1.png) ##### Balance Whanganui - [0800 480 062](tel:+640800480062) [06 348 0062](tel:+64063480062) - [whanganui@balanceca.nz](mailto:whanganui@balanceca.nz) - 10 Dublin Street, Whanganui, 4500 PO Box 670, Whanganui, 4540 ##### Balance New Plymouth - [06 769 5389](tel:+64067695389) - [newplymouth@balanceca.nz](mailto:newplymouth@balanceca.nz) - 141 Powderham Street PO Box 593, New Plymouth Central, New Plymouth 4310 ##### Balance Stratford - [06 765 6156](tel:+64067656156) - [stratford@balanceca.nz](mailto:stratford@balanceca.nz) - 199 Broadway, Stratford, 4352 PO Box 670, Stratford, 4352 Balance Official 2026. All rights reserved. [mailto:hello@balanceca.nz](mailto:hello@balanceca.nz) [tel:+640800480062](tel:+640800480062)