NEXT GST & PROVISIONAL TAX due 15 January 2025

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Balancing Your Books,
Empowering Your Business

Take control of  your finances with personalised accounting services designed for you



Taking Away The Financial Overwhelm

Imagine a situation where your financial statements are clear, your taxes are in order, and you're making confident, informed decisions that drive your business forward.

My accounting services are designed to take you from overwhelmed to confident.

At Balanced Books, I manage your finances and educate you along the way, empowering you to take control of your business.

Work With An Accountant Who's On Your Team

Clear Communication

With prompt and straightforward communication, you'll never be left wondering. I make sure you're fully aware of what's happening and what's required in your financial world.

Empathy & Understanding

Your challenges matter to me. So, I do more than just balance books; I delve into the numbers, explaining their significance to you and your business in a way that's easy to understand.

Tailored
Accounting

From end-to-year financial statements, tax returns, payroll, reconciliations, and GST reviews to filing and Xero coding - my service is crafted around your unique needs.

At Balanced Books NZ, I believe every small business owner deserves the freedom that comes with financial clarity

You might have tried other accounting services but struggled with the lack of education you were given about WHY and HOW the numbers added up. You might have attempted to set up your own Xero and ended up in a mess.

My approach to accounting is far from standard or cookie-cutter.

Instead, I put a high premium on providing personalised accounting services, meticulously tailoring every aspect of our offerings to your needs. This spans the spectrum of our services, from the intricacies of tax returns to the specifics of Xero coding.

But I don't stop at simply delivering the services; I go one step further to ensure you understand the behind-the-scenes of your finances.

I do more than just crunch the numbers - we make it our mission to explain them to you. My goal is to provide you with comprehensive knowledge about what's happening with your financial picture and, most importantly, why it's happening.

My commitment to clarity extends to communication too. I strive to ensure my communication is clear and prompt, leaving no room for uncertainties. You can rest easy knowing that with us, you'll always be in the loop about the state of your books.

"Thank you so much. I feel much better now that you have taken over these things."

~ Woodstock Joinery Limited

It's Time to Breathe Easy:
Navigate Financial Complexities With Confidence

REDUCED STRESS AND INCREASED FOCUS ON CORE BUSINESS OPERATIONS

By sharing the load with a trusted accountant, you can reduce your stress levels and divert your energy towards core business operations, leading to improved productivity and potential for growth.

FINANCIAL CLARITY AND CONTROL

Understanding the numbers gives you a clear picture of your financial position. This allows you to make informed strategic decisions and proactively manage cash flow, which is crucial for stability and growth.

A PERSONALISED APPROACH ENHANCES EFFICIENCY

Personalised service means the accounting packages I recommend are tailored to suit your needs. This leads to efficient processes, improved accuracy in financial reporting, and optimal tax strategies.


REGULATORY COMPLIANCE AND MINIMISED RISK

I help ensure compliance with tax laws and other financial regulations, which can help you avoid costly penalties and legal issues. Moreover, a good understanding of the financials reduces the risk of financial mismanagement.

EMPOWERMENT AND CONFIDENCE

With knowledge comes power. Being educated about the financial aspect of your business can significantly increase your confidence, leading to more assertive and strategic business decisions.

ARE YOU READY TO BALANCE YOUR BOOKS


" Emma listens to my needs and understands my lack of accounting comprehension. 
She never made me feel silly for asking questions and worked around my busy schedule.  
Emma set up my accounting software and apps and arranged things with my bank.
Her invaluable advice and consistent willingness to exceed expectations are highly appreciated."

~ Bec Snape - Real Estate Salesperson

Are You Ready to BALANCE  Your Books?

BOOK A CALL

We’ll discuss your needs and create a personalised proposal to help you achieve your financial goals.

WORK TOGETHER

I’ll help you balance the books and give you insights into the why and how of creating a financially sustainable business. 

FINANCIAL CONFIDENCE

Share the load you carry in your business, and begin the journey to financial confidence and business growth.


Can you help if I'm in trouble with the IRD and other questions you might have

Can you help if I'm in trouble with the IRD?

Yes, we can help navigate historical tax concerns and work to minimise the impact on your business.

How quickly can I expect a response to my inquiries?

I pride myself on prompt, clear communication. You can typically expect a response within one business day.

How do you tailor your services to my needs?

I learn about your business's specific needs during our initial discovery call. I then design a personalised accounting plan for you.

What if I don't know anything about accounting? 

That's perfectly okay! My job is to guide you through the process and help you understand your business's finances.

Can you handle my tax returns?

Absolutely! Filing tax returns is one of my core services.

What qualifications do you hold?

I’m a Xero partner, Myob partner, and Pay hero partner. I also hold a Post Grad Diploma in Chartered Accountancy, a Bachelor of Commerce, and an Institute of Certified Bookkeepers NZ membership.

How are you different from other accounting services?

I prioritise empathy and education. I believe in the personal touch tailored to your numbers, and I’m committed to explaining them in a simple, easy-to-understand manner.


What if I've tried setting up Xero and failed?

No worries! As a Xero partner, I’m well-equipped to clean up any tangles and ensure your Xero setup is accurate and efficient.

 

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