Balance Up Limited

Bookkeeper

  • Silver champion partner

    Partner status

    Silver champion partner 
  • Partner since 2016

    Experience

    Partner since 2016 
  • Xero advisor certified

    Certification

    Xero advisor certified 
  • Xero payroll certified

    Certification

    Xero payroll certified 
  • Xero migration certified

    Certification

    Xero migration certified 

About us

Balance Up is a professional bookkeeping business who provide financial administration services to small and medium sized business in the Wellington region.

Services include payroll, reconciliations, monthly reporting and GST. Our bookkeeping service packages are customised to each client. Call us for a free consultation to see how we can help your business!

Affiliations

  • NZ Bookkeepers Association Incorporated

Meet the team

Balance Up Limited advisors: 1 - Xero certifications: 3

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Jo McLeay

Bookkeeper / Director

Profile image for Jo McLeay
  • Xero payroll certified
    Xero payroll certification covers the crucial steps of Xero payroll, with a focus on getting payroll set up efficiently and ensuring a smooth process in the future.
  • Xero advisor certified
    Xero advisor certification is the foundation course for Xero advisors, providing a strong understanding and practical knowledge of how to use Xero with their clients.
  • Xero migration certified
    Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls.

Balance Up Limited: Bank experience

Clients of Balance Up Limited connect to a range of banks via Xero. Balance Up Limited specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections 


  • BNZ
  • Kiwibank
  • ANZ
  • ASB
  • Westpac

Balance Up Limited: Industry experience

Balance Up Limited works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served 


  • Not-for-profit
  • Construction and trades

Balance Up Limited : App experience

Balance Up Limited serves clients who use 2 different apps that connect and integrate with Xero.



Connected apps

New to Xero? Balance Up Limited can help

Xero is beautiful online accounting software for smaller businesses. Balance Up Limited can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • Xero Partner Since 2016
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.