Home
Services
Team
Partners
Contact
Bookkeeping
and Financial
Management
We offer a full range of bookkeeping services and can tailor our packages to suit your needs. With no minimum hours or long-term commitment required, the team at Perfectly Balanced will take the fear out of your finances.
more info
Bank Reconciliation, Accounts Payable and Receivable
Payroll processing
GST and FBT Returns
Debt collection
Monthly reporting
End of year accounts prepared for your accountant
Tweaks,
Training, fix-ups
and one-offs
If you want to improve how you manage your finance, your time, your office or yourself - we can lead the way. We like to educate and inform our clients so they understand. We demystify everything we do and make sure we're all on the same page. No surprises.
more info
Xero setup, integration, training and ongoing support
Software training: There's some great software that's evolving fast. We don't expect you to keep up with what's going on - that's our job - and we can show you how it works.
Temporary Support: If you're going away or missing a staff member, we can fill in in the gaps. We specialise in payroll and Xero support.
I think I broke it! We’ve seen it all before and are experts in fixing those little (and big) mistakes.
Improving
and Growing
your Business
Systems, processes and problem-solving may not light your fire, but it's what we love. We've got your back. We want to see our clients succeed and we've got the expertise and tools to make that happen.
more info
There are so many systems that can save you time and money - and help you better understand your business. We are certified advisers in all our favourite systems, including Xero, WorkflowMax, Vend, ReceiptBank, Fergus, Tradify and iPayroll.
Business analysis is our passion. We can undertake an in-depth analysis, from marketing, staff, external and internal pressures - and of course those finances. You can’t fix what you don't know.
Mary
Mary started Perfectly Balanced to combine her vast experience in bookkeeping with her passion for supporting business owners to focus on what they do best. She knows you didn't get into business to do the books - but she did.
Mary is passionate about service. She's seen first-hand the impact her work has had on her clients' life and business - it's the reason why she does this. She loves to see her clients thrive and get their life back. The most common feedback Mary gets is that her clients feel like they have a partner in business, and they no longer fear the end of the tax year.
With over 20 years' experience across many industries, Mary understands the challenges her clients face, as well as the opportunities. She's particularly experienced in the trades, including a family building business. Mary also loves training clients and their staff, and provides ongoing support. She's a born teacher who likes to educate her clients so they feel confident and understand their obligations.
&
Pip
The thought of compliance and processes might make your eyes water, but this is where Pip shines. Pip is a calculus lover with a degree from the University of Canterbury (B.Com Operations Management). She has a proven track record and over 15 years of industry experience - working in Finance Systems, Project Management and Administration, Billing Systems, Asset Management and Data Reconciliations.
Pip has a knack for numbers, patterns and systems. She knows that good processes will save you time, money - and prevent headaches. She'll improve your efficiency, your accuracy and your ability to report and measure results. Pip has seen it all before, across multiple industries. Whether you're in retail, hospitality, trades, not-for-for profit or off-shore manufacturing; Pip is aware of the challenges facing your business and will set you up to succeed. Her clients love her practical approach and ability to solve problems before they arise.
Partners
Partners Overview
Xero
Workflow Max
Receipt Bank
Fergus
iPayroll
Vend
Partners Overview
All we want is to make your life easier. To do this, we are constantly researching new products and technology. There are some great systems out there, but we've definitely got our favourites.
We're certified advisors for all the best business software, including Xero, WorkflowMax, Vend, ReceiptBank, Fergus, Tradify and iPayroll.
While our experience tells us these systems are the best - if you want to stick with what you know, we can work with the system of your choice. It's always your call.
Xero
Xero just does it better. It's simple, intuitive and has become an international favourite. It's the world's easiest accounting system! Which is why Xero is our preferred accountancy software.
Xero gives you and your advisors easy access to your most up-to-date financial figures - anytime you need it, from anywhere in the world.
Workflow Max
WorkflowMax is a Xero add-on that offers you a complete, cloud based solution to managing projects and jobs. It combines sales, leads management, timesheets, quoting, purchase orders and job costing.
WorkflowMax is the most powerful administration package for small businesses who bill for time and cost.
Receipt Bank
No more data entry. No more paper. Tracking and recording your expenses has never been so easy. Instantly scan your receipts with the mobile app, or forward any invoices. Receipt Bank captures all the data, and can send it directly to your preferred accounting software.
Fergus
If you're a plumber or an electrician, then it's time to meet Fergus: Cloud-based job management software, built specifically for your industry. Fergus provides you with the tools and systems to bring order to chaos, no matter where you are. In the office, on-site or on the road - Fergus ensures your time is spent where it should be.
iPayroll
A complete payroll solution, integrated with your other systems. iPayroll is always up-to-date with legislation, so you’ll never have to worry about compliance again. Easy to use and the quickest, simplest way to pay your staff and IRD. The great reporting capabilities are easy to use and will keep you on top of everything.
Vend
With Vend, you can easily manage and grow your retail business in the cloud. It's New Zealand's leading retail POS, inventory management, ecommerce and customer loyalty software system. Vend is perfect for iPad, Mac and PC.
Get in touch
with us!
We'd love to meet for a coffee to find out more about you and your business. We are happy to come to you - no obligation and no cost.
Submit
