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Extra support for your business

We understand every 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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Business 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.​

Key Performance Indicators (KPIs)
Understand your key financial and operational metrics with our tailored KPI reporting. We help you monitor areas such as profitability, cash flow, efficiency and growth so you can make decisions based on accurate and relevant data.​

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your company’s financial position, legal requirements and long-term growth plans, giving you clarity on how much can be withdrawn while keeping your business healthy.​

Pricing Reviews and Cost Analysis
Optimise profitability with detailed pricing and cost evaluations. We analyse your current pricing model, assess competitor benchmarks, and identify cost-saving opportunities to help you strengthen your margins without comprimising on quality.​

Meet Charlotte, Beany UK's General Manager
Charlotte, GM of Beany UK

New Zealand and UK Tax Support

If your business also operates in New Zealand or the UK, our respective local Beany teams can assist with your accounting and tax requirements in those countries. Please note that we do not offer international tax support outside of Australia, New Zealand and the UK.​

FAQS

Frequently asked questions

These services are exclusively for Beany clients on an existing accounting package, as we need access to your financial data in order to complete the work.
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.
If you're an existing client, you can get in touch with your Beany accountant or our client support team.If you're not a client yet, book a consultation so we can discuss your business accounting and tax requirements. Feel free to ask about any of these services during that consultation.
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, ask us anyway. If it's something else accounting-related, we can probably help. If we're unable to assist directly, we have a network of trusted experts and advisors across various fields, ensuring you get the support you need.
View our support site