Who We Are

Mission Statement

To provide exceptional financial and professional services while maintaining the highest levels of integrity and professionalism to our Clients and Stakeholders.

Our Values

01.

Balance

We believe that good quality work starts at home. Our team is able to work hard and deliver great results because we stress the importance of a good work/life balance.

02.

Growth

We are constantly aiming to grow as individuals and as a company. We believe that the journey of education is a lifelong pursuit and will push us forward as a company.

03.

Quality

Quality for us means maintaining rigorous standards of compliance. We care deeply about our work and providing excellent results for our clients.

04.

Integrity

We conduct ourselves in an honest and ethical way. We maintain transparent communication (no smoke and mirrors, just the truth) and respect timelines and budgets.

Our Story

Pip and Mary founded Perfectly Balanced in 2016. Although they come from different working backgrounds, they bonded over their love of problem solving and calculus. The business has gently grown over the years, and there is now a team of 8 based between Kapiti and the Wairarapa in Wellington, New Zealand.

In 2022, we made the exciting step of officially joining forces with Emma, and starting Perfectly Balanced Accounting to meet all our clients financial needs.

10+

Years in Business

8

Financial Specialists

120+

Happy Clients

2

Office Locations

Meet The Team

Mary Long

Founder & Director

Learn More About Mary

I LOVE what I do! I really enjoy working with clients and becoming part of their team. I understand that people don’t go into business to do the books – but that is exactly why I did!

I’m passionate about each and every business Perfectly Balanced works with and get great satisfaction seeing my client’s confidence in their numbers grow. Clients often bounce ideas around with me as I have an intimate understanding of where they are at and where they want to go.

I’m fun, intelligent, caring and love spending time with my family, riding my bike, and tramping with friends and my dog Badger.

Pip Wilkinson

Founder & Director

Learn More About Pip

I’m passionate about my clients and intimately understand the challenges faced by businesses.

I’ve always had a knack for numbers, patterns, and systems, ensuring that businesses are running smoothly. The team and I at Perfectly Balanced stand by you throughout your journey, ensuring you have the best and most up to date information to ensure your business is going where you want to take it.

I’m a straight shooter, who loves spending time with my family and friends; wine, hiking, quiz nights and visiting the family farm.

Emma Hall

Accountant

Learn More About Emma

I enjoy seeing others succeed in life and work, taking great pleasure in helping them along the way.

I’ve had 11 years’ experience from Bookkeeping up to full Accounting Services. I love a challenge and am dedicated to obtaining the best outcome. Be it systems and processes or complex accounting problems, I’ll put you at ease, sort it out and explain it in plain language.

I grew up in a small rural town but have spent the last 16 years living on the Kapiti Coast. I love a good social gathering, spending time with family and friends, being active with my two children and a spot of fishing!

Donna

Bookkeeper

Learn More About Donna

As an experienced administrator with a keen interest in financial reporting & systems I know the importance of excellent bookkeeping as a foundation of business growth. I take pride in accuracy and results and have 20+ years’ experience working with owner operators in small business & non- profits to create systems, measure and achieve growth.

My eagle eye for detail & weird love of spreadsheets enables me to look after the bookkeeping, while you have the information you need to work on your business.

My perfect antidote to a deskbound day is a session the gym. In the weekend I’m found gumboot deep in my expanding garden, and spending time with my family.

Lou Thompson

Bookkeeper

Learn More About Lou

I have been a bookkeeper for various small to medium-sized businesses for over 25 years. I like the ‘peace of mind’ the job gives clients when they know their business accounts are all taken care of.

I enjoy writing, tramping with my family and long days at the beach.

Joyce Spellacey

Bookkeeper

Learn More About Joyce

Hi, I’m Joyce and I discovered my love of accounting whilst completing a business diploma part time, when raising my boys. I like how everything must balance and there’s no grey. I enjoy the rapport I have with my clients and I treat your accounts like they’re my own. Totally family orientated and completely blessed to live in Kapiti, surrounded by family & friends.

Behind Every Great

Is A Great Accountant & Bookkeeper.

We are an in-house team of financial specialists with years of experience in almost every industry. We work with Electricians, Restaurants, Gyms, Real Estate Agents and many more. So let’s partner up and restore your Work / Life balance starting now.

What Our Customers Say

"What a fantastic bunch of staff at Perfectly Balanced. Nothing is an issue and if there is they will sort it out for you. With out them working in the back ground. I wouldn't have time for my kids or social life. And they make business stress free."

"Talofa lava and warm greetings to you all. I have had the pleasure of collaborating with Mary who is the face of Perfectly Balanced. Mary has been outstanding especially with her professional manner, calm and respectful approach and giving nature. Through COVID times I was not in a good space but after talking with Mary I felt relieved and also grateful for her expert advice and calming manner. I appreciate Mary and all the work she done."

"Personnel Touch Limited has worked very closely with Emma for the past 5 years and in that time our accounts process has been completely transformed! Emma has been invaluable for all our accounting needs, business advice and support. Customer satisfaction is placed at the top of her agenda and any enquiry or concern is swiftly dealt with in an extremely approachable and professional manner. Her knowledge in accountancy means you always receive a prompt response to any query. If you are considering using Emma, I couldn’t recommend a better person to handle your accounts, your business will be in very safe hands."

Who We Are

Mission Statement

Our Values