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Beany Premium

Young women on laptop, representing business owner doing her accounts

Who is Beany Premium for?

Premium suits businesses that want regular insight into performance, not just an annual catch-up.

  • Businesses that have outgrown an annual check-in and want quarterly visibility instead
  • Companies that need GST returns handled and filed every period
  • Owners who want dividends prepared each year as a way of distributing company profits to shareholders
  • Businesses working towards bigger decisions who want a quarterly session with their accountant to talk through the numbers

Beany's Premium package is for businesses that want more than compliance. It covers year-end and GST obligations alongside dedicated accountant time every quarter to review performance and plan for what's next. It's designed for businesses that want visibility over their financial performance to help make decisions.

Beany's Premium package combines compliance with quarterly reporting and dedicated accountant time to review how your business is doing and plan what's next. It's designed for businesses that want clarity over their financial performance to help shape decisions, not just their compliance obligations sorted.

Beany's Premium package covers year-end and GST obligations alongside dedicated accountant time every quarter to review how the business is doing and plan what's next. It's designed for businesses that want visibility over their financial performance to help shape decisions.

Is the Premium package right for your business?

Premium suits businesses that want compliance handled alongside quarterly visibility of their financial performance, without the need for monthly check-ins or more comprehensive accounting services.

No real insight

You've been filing your taxes but rarely spend time understanding how the business is performing.

Decisions made without the full picture

You're making decisions on hiring, spending or pricing without a clear read on where the business stands.

Growth is happening faster than your financials

The business is moving but your financial visibility hasn't kept pace.
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
  • Annual accounts meeting
  • GST returns
  • Quarterly executive intelligence, including management reports, business insights report and accountant meetings
  • Unlimited support for day-to-day queries
  • Proactive filing and payment reminders

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

PREMIUM PACKAGE

Frequently asked questions

A dedicated session with your accountant to review financial performance, identify trends, and discuss any upcoming decisions that are on your mind. 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 a small 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.
AIM returns, FBT returns, bookkeeping, payroll, budgets, forecasts and advisory services are not included. However, they're available and custom-quoted as needed.
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 the benefit of quarterly reporting and check-ins with their accountant to ensure they're on the right track and making savvy financial decisions. Others are happy to just have their compliance taken care of and not have the additional guidance.
Yes, you can upgrade or downgrade if you find the Premium doesn't suit.
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 quarterly clarity?

Book a free consultation to see if Premium is the right fit for your business.