How it Works?
Thinking of joining The Balance Family?
The Welcome
DAY 1 Free chat
You Tell Us About Yourself or Your Business. What are your goals and values?
We show you how we work with our clients.
Are we a good fit? How Can We Tailor Our Support?
MONTH 1 Sign up
We completed the necessary admin stuff. We request and receive what we need from your previous accountant. We set our expectations for the delivery of compliance work.
The Formalities
The Initiation
MONTH 2 Next step
We get to know you, your team, and your business and visit your business.
We iron out any historical creases. We get your books up to date.
We answer your questions.
MONTH 3 Business plan
Cashflow Forecast, Systems Review, Tax Planning,Accountability Coaching, Organisational Review and Available services if identified as being of value to your success.
The Strategy
The Work
MONTH 4 - 8 Ancillary work
Cashflow Forecast, Systems Review, Tax Planning,Accountability Coaching, Organizational Review, and Available Services, if identified as being of value to your success.
MONTH 9+ Performance check
How are the numbers stacking up? How's our service been? Online check-in Online check-in
The Review
The Progress
YEAR 1 Revise/Refine
Celebrate your wins. Reset key initiatives. Adjust goals and redefine what success looks like. Leverage your time effectively. We provide a sound board. Revise training and support needs.
What We Offer?
Annual
Accounting
&
Tax Services
As Chartered Accountants, we ensure you get a professional accounting and tax service for your business, working smarter and developing new ways of maximizing opportunity and minimizing risk. We can complete your annual financial statements, income/GST/payee/RWT, and FBT returns, making sure of correct IRD compliance and expert tax management and advice.
Bussiness Support
Services
Need help freeing up the time spent working in your business instead of on it? Some of the other services we provide include: Monthly reporting, budgeting, and cashflows • Secretarial and administration support, including to governance boards; • Debtor and credit management; • Bookkeeping; • Supporting you with your business software (Xero, Figured, MYOB, Reckon); • Payroll bureau service, including preparing and filing PAYE returns; • Human Resources and Staff Recruitment
Bussiness Development
We are advisory specialists; it’s the reason we are in business. Compliance work is our strong foundation; however, we love to support our clients and make a real difference to their businesses. Delivering a high-quality, efficient compliance service is just part of that. Helping our clients develop, improve, and grow their businesses is the next natural step. Our business development offerings are practical and tangible services that create long-term value for clients.
Specialist Maori
Sector
Services
Our team works with a range of Māori organizations, including Ahu Whenua Trusts and Incorporations, providing a tailored solution to look after their varying needs. We provide a share registry service and secretarial services to complement accounting services (year-end, management) and consulting services.
Business Planning
Our specialists are trained and have many years’ experience in developing strategic plans and annual business plans for clients across all industry types. A great Business Planning process gets to the heart and soul of your business. We’ll help you create a clear one page business plan which identifies and prioritises both short and long-term goals. We’ll develop strategies to achieve your goals, regular reviews and establish a 90-Day Action Plan.
Cashflow
Management
Cashflow planning is the best practice in any business and critical to survival and growth. We’ll help you improve your cash conversion cycle and maximize your cash flow. We’ll meet with you quarterly to monitor, analyze, and adjust your key cash flow drivers to ensure you implement improvement strategies to maximize results.
Accountability
Coaching
Owning and operating a business is hard work. Our monthly or quarterly coaching programs provide you with accountability and support to ensure you make the best decisions for you and your business. We’ll work together to achieve your desired outcomes. spot
Succession Planning
Succession Planning is about clarifying what you want for the future and defining the steps required to turn that vision into a reality, while taking into consideration business, personal and family expectations. A carefully considered exit strategy reflects the hard work and capital you’ve invested in your business. We want to work with you to develop your Succession Plan to ensure that the expectations of all parties are addressed and achieved.
Organisational
Review
In order for a business to run effectively and efficiently, there needs to be a clear organizational chart that visually defines departments, functions, roles, and responsibilities. Not only for the current structure but also for one that is scalable for future growth. We offer this service to give you clarity on the key functions within your business and who has responsibility for them. An updated organization chart will allow your business to be more sustainable, scalable, and, ultimately, saleable.
Governance
Governance It is a well-worn maxim that the ‘tone at the top’ is crucial, and this is never more prevalent than it is today. Balance provides advice and support to boards and key committees throughout New Zealand. Our governance team delivers best-practice advice on forming and sustaining boards and governance groups. From high-level strategic advice to assistance with secretarial services, our team can tailor and deliver on your unique needs.
Connecetion
We work alongside a number of trusted advisors who specialize in other areas relevant to the success of your business. We are happy to make introductions if you think they may be beneficial to you in insurance, human resources, or legal.