Your free Business Financial Toolkit
Practical tools for New Zealand businesses to help you stay on top of your finances and make better decisions about growth.
What's Inside the Toolkit?
Financial Foundations Score
A few quick questions to see where your business stands financially, plus simple tips for next steps based on your results.
Monthly Review Checklist
A simple monthly checklist to help you review your business finances, spot issues early and decide what needs your attention.
Key Financial Dates
A downloadable calendar with the main GST, PAYE and provisional tax dates for the year.
15-Minute Chat with Danny
A free, no-obligation call to talk through your financial needs and what to do next.
EOFY Checklist
A step-by-step list to get your books ready for the end of the year without the last-minute scramble.
Ongoing Tips
Occasional, genuinely useful reminders and tips via email. Not a flood of marketing emails.
Start with your Business Financial
Foundations Quiz
A few quick questions to see where your finances are strong and where they need attention. Takes about 1 minute.
Your Downloads
Your free Business Financial Toolkit resources are below. Click the button to download.
Financial Dates Calendar
Available to download as a Google Calendar or ics.
EOFY Checklist
Editable Google Sheet or downloadable PDF.
Monthly Revew Checklist
Available in downloadable PDF.
Book your free chat
Book a free 15-minute chat with Danny. Talk through your financial health score and decide what to do next.
Balanced Ledgers Limited is a bookkeeper and tax agent based in Tauranga and serving businesses across New Zealand. Balanced Ledgers helps business owners handle the financial admin so they can focus on growing their business.
By requesting this toolkit, you'll also receive occasional financial tips, reminders and updates from Balanced Ledgers. You can unsubscribe at any time.
