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Beany Business

Young women on laptop, representing business owner doing her accounts

Who is Beany Business for?

Business is built for businesses making bigger decisions where monthly visibility and a proactive accountant matter.​

  • Established businesses that want monthly reporting instead of a quarterly or annual catch-up
  • Companies with more complex compliance needs
  • Business owners who want an annual budget and 4-way forecast to plan ahead with confidence
  • Businesses that see their accountant as a financial partner, not just a compliance provider

Beany's Business package goes beyond compliance to give you a strategic CFO-level partnership. Your accountant works with you monthly to keep you ahead of decisions rather than reacting to them.

Is the Business package right for your business?

Economy suits businesses that want their tax compliance handled but don't need regular reporting, financial insights or more comprehensive accounting services.
The Business package is for owners who've moved past survival mode and are ready to treat their financials as a strategic tool.

Flying blind on the numbers

You know the business is growing but you're making decisions based on gut feel rather than a clear financial picture.

Always reacting not planning

Cash flow surprises, ...

Your accountant doesn't know your goals

You want someone who understands where you're trying to take the business, not just someone who files your tax returns.
Alaina, Beany's Lead Accountant
Alaina - our lead accountant

Package inclusions

  • Annual financial statements
  • Company (IR4) and up to 2 personal (IR3) director/shareholder tax returns
  • Companies Office Annual Return
  • GST, AIM, and FBT returns
  • Annual budget and 4-way forecast
  • Annual dividend preparation
  • Annual accounts meeting
  • Monthly executive intelligence, including management reports, business insights report and accountant meetings
  • Unlimited support for day-to-day queries
  • Proactive filing and payment reminders
Book a consultationView Pricing

Getting started

1

Free discovery call

A conversation to see if we're the right fit for you and your business.

2

Pricing

Receive a quote based on what was discussed, along with any other relevant information.

3

Onboarding

AML (anti-money laundering) checks, IRD authorisations and the handover from your previous accountant.

4

Meet your accountant

Once fully onboarded, we'll introduce you to the accountant who'll be working with you

BUSINESS PACKAGE

Frequently asked questions

A dedicated session with your accountant to review financial performance, identify trends, and discuss any upcoming decisions. The 30min meeting is shaped around whatever is relevant to your business at that point in time.
Yes, in some cases. For example, if you have rental properties or investment income, there may be an extra fee to cover the additional work involved in preparing your tax return. We'll always let you know upfront if an extra fee is applicable.
Our team handles the transition for you. We'll request your records from your previous accountant and take care of the changeover.
It depends. Some owners want a budget, forecast and the monthly intelligence to keep themselves accountable to their goals. Others are happy with the quarterly insights.
We're an online accounting firm. Our team live and work across New Zealand and work with businesses nationwide. We communicate with our clients via email, phone and video meetings, probably the same methods as you're used to.

Ready for a financial partnership?

Book a free consultation to see if Business is the right fit for you.

Book a free consultation