Beany's accounting packages are designed to cover all the main accounting work your business needs each financial year.
Each package has a 12-month commitment as the monthly payment covers the total annual cost, divided into 12 instalments. Each set of 12 payments corresponds to one financial year.
Package details
Each package covers 1 business entity (i.e. one company, partnership, trust, or sole trader business).
If you have multiple entities, we can discuss this with you and provide a quote that covers the accounting work for all of them.
Economy (compliance + support)
- Year-end review of transactional coding and GST claims
- Annual financial statements and entity tax return
- Personal tax returns for 1 or 2 shareholders
- Companies Office annual return
- Minutes and resolutions
- Proactive tax planning to manage provisional tax obligations year-round
- Management of refunds and transfers for optimal tax outcomes
- Ensuring IRD correctly assesses your tax obligation
- Alerts on upcoming deadlines, unpaid taxes and unfiled returns
- Unlimited support - access to our support team via phone and email during business hours with a 24-hour target response time
Premium (compliance + GST returns + quarterly performance reporting)
- Everything listed in Economy, PLUS
- GST returns
- Annual dividend preparation (if required)
- Quarterly management reports and accountant meetings - think CFO-level insight every quarter
Business (compliance + budget + forecast + monthly reporting)
- Everything listed in Economy, PLUS
- GST returns
- AIM returns (if required)
- FBT returns (if required)
- Annual dividend preparation (if required)
- Annual budget
- Annual 4-way forecast
- Monthly management reports and accountant meetings - think CFO-level insight every month
What our accounting packages don't cover
Here are some services not included in the accounting packages, but are available for an extra fee if required.
- Extra accounting work: Anything complex and consultancy-like will generally incur extra charges. We'll always let you know in advance if any additional fees apply.
- Software subscriptions: Our packages don't include the cost of a Xero subscription (or any other software). However, we can discuss the various plans available and help you find the best fit for your business.
- Bank Reconciliation or Bookkeeping: While these services are not part of our accounting packages, they're available as an add-on for clients who want help keeping their accounts reconciled and up to date or their payroll sorted.
- GST Returns, AIM returns, and FBT returns: not included in some packages, but available for an extra monthly cost (in many cases, it may be cheaper to upgrade packages rather than pay for a lower package + an add-on)
- Income sources outside of the business and PAYE: A tax return add-on charge applies for individuals who have rental properties, foreign investment funds and crypto.