About us

Balance Up is a family friendly business. Like many of you, we are a small business with a young family so we understand the struggles that small business owners face.

Education is a key value for Balance Up. To continue to provide bookkeeping at its best to all our clients there is a culture of continuing to educate and upskill in new software and products

ICNZB Master Bookkeeper

Jo McLeay is a committed member of the Institute of Certified NZ Bookkeepers and achieved the Master Bookkeeper recognition in 2021 when this certification level was released.

MYOB

Balance Up is a Silver Partner with MYOB. Jo has been a certified consultant with MYOB since 2012 and recently also being certified in the newly released certifications of Business, Payroll and Practice.

Xero

Balance Up is a Silver Partner with Xero. Jo has been a certified advisor with Xero since 2012.

Approvalmax

Balance Up has recently become certified in approval automation tool Approvalmax

Flexitime

Balance Up is a certified Flexitime partner

Award Winning Bookkeeping

Winner Sustainable Business Award
NZ Bookkeeping Practice_PartnerAwards-NZ-Finalist-Bookkeeping-BalanceUp
JoMcLeay

Jo McLeay

I live in Lower Hutt with my husband and son. I am a certified bookkeeper with the Institute of Certified NZ Bookkeepers, have a Diploma in Business, am a MYOB Certified Consultant and Silver Partner and Xero Certified Silver Partner.

My passion is to see business grow in New Zealand. I know that to succeed there needs to be appropriate systems and processes in place.

“Helping business owners make sense of the chaos in their financial software and being able to see their business as it really is… that is why I love my work”

At Balance Up we love to see our clients’ businesses grow and prosper

Contact us for a free quote and information on how we can help you!