Support that grows with your business

Whether you need the essentials like GST and income tax taken care of or a bookkeeper who works alongside your team, there’s a package to suit your business. As your needs change, you can easily step up to more support. Explore the services below to see what’s included in each package.

PACKAGE ONE

Foundations First

Sole traders and small owner-operators who need the basics done properly.

The essentials: books, GST, tax and IRD.

PACKAGE TWO

Building Momentum

Tradies, retail, and hospitality with a team and more transactions to manage.

Everything in Foundations First, with payroll and monthly reporting.

PACKAGE THREE

Growth Ready

Established businesses wanting a bookkeeper who works as part of the team.

Everything in Building Momentum, plus reviews and accountant coordination.

Need something a little different? Danny can tailor a package around your business. Get in touch to discuss what your business needs and find the right fit for you.

GET IN TOUCH

Services & Support

Not sure how much support you need? Compare the packages to see what's included and find the right level of bookkeeping support for your business.

Bookkeeping & Support

Daily basics through to monthly reporting.

	Foundations	Momentum	Growth
Bank Reconciliation Keep on top of what's happening in your accounts and track cash flow.	☑️	☑️	☑️
Xero, MYOB, and Reckon Set up and kept up to date - whatever software you use.	☑️	☑️	☑️
Debtor & Creditor Management Invoicing, bill entry, statement reconciliations, payment and collections.	▫️	☑️	☑️
Balanced Sheet & Profitability Reconciliation Ledger counts kept up to date throughout the year, not just at year-end.	▫️	☑️	☑️
Monthly Reporting Regular reports, so you know how your business is tracking.	▫️	☑️	☑️
Proactive Reporting Reviews Monthly numbers talked through with you, not just emailed to you.	▫️	▫️	☑️
Scaling & Support Your software set up and adjusted as your team and volume grow.	▫️	▫️	☑️

GST & Tax

IRD compliance, done accurately and on time.

	Foundations	Momentum	Growth
GST Returns Invoice or payment basis: monthly, bi-monthly, or six-monthly	☑️	☑️	☑️
Income Tax Return Prepared, completed and filed at year-end.	☑️	☑️	☑️
IRD Liaison Danny deals with routine IRD queries on your behalf.	☑️	☑️	☑️
Fringe Benefit Tax (where relevant) Filed accurately and on time.	▫️	☑️	☑️
Complex FBT Management For businesses with more involved benefit structures.	▫️	▫️	☑️

Payroll

Wages, KiwiSaver and compliance.

	Foundations	Momentum	Growth
Wages and Salary Processing Payroll for your team, including commissions where relevant.	▫️	☑️	☑️
IRD Payroll Compliance KiwiSaver, student loans and PAYE, handled every pay run.	▫️	☑️	☑️
Full Payroll Management Managed end-to-end across a growing team.	▫️	▫️	☑️

Support & Advice

The level of support your business needs.

	Foundations	Momentum	Growth
Quick Query Support Phone or email whenever something comes up.	☑️	☑️	☑️
Regular Check-Ins Touchpoints throughout the year, not only at year-end.	▫️	☑️	☑️
Accountant Coordination Danny will work with your accountant for a seamless year-end.	▫️	▫️	☑️
Dedicated Point of Contact One person who knows your business.	☑️	☑️	☑️

"We are a small sole trader business and started with Balanced Ledgers several years ago. We are very happy with Danny's accounting services and his personal, proactive approach. He responds quickly to queries and completes our accounts promptly."

Jim Roskvist, Consultant & Tutor

"I am very happy with Danny from Balanced Ledgers Ltd. He has always balanced my accounts quickly and efficiently and notifies me when tax payments need to be made. I intend to continue using his services."

Marion Mason

"Danny has done my husband’s and my returns for the past six years. I thoroughly recommend him; he is professional, helpful and gets back to
me promptly if I have a query."

Annelies Roskvist

SPECIALIST SERVICE

Property & Rental Income

For landlords and property investors. Keep track of rental income, property expenses and mortgage interest with organised financial records and clear reporting.