Get Started with

Books In Balance

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We’re excited to partner with you and support your business on its journey to clarity and financial balance. Please complete the form below to choose your package and share a few details about your business. 

We’ll be in touch shortly to confirm your setup and next steps.

YOUR CONTACT DETAILS

First Name *

Last Name *

Business Name *

Your Email *

Your Phone Number *

Preferred Contact Method *

EmailPhoneEither

BUSINESS DETAILS

Business Type *

NDIS ProviderAged Care ProviderSmall BusinessSole TraderOther

If other what type?

Address *

Street address *Street address line 2

City *

State *Please selectACTNSWNTQLDSATASVICWA

Postcode *

CountryPlease selectAfghanistanAlbaniaAlgeriaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCentral African RepublicChadChileChinaColombiComorosCongo (Brazzaville)CongoCosta RicaCote d'IvoireCroatiaCubaCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast Timor (Timor Timur)EcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFijiFinlandFranceGabonGambia, TheGeorgiaGermanyGhanaGreeceGrenadaGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiKorea, NorthKorea, SouthKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew ZealandNicaraguaNigerNigeriaNorwayOmanPakistanPalauPanamaPapua New GuineaParaguayPeruPhilippinesPolandPortugalQatarRomaniaRussiaRwandaSaint Kitts and NevisSaint LuciaSaint VincentSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbia and MontenegroSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSpainSri LankaSudanSurinameSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTogoTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamYemenZambiaZimbabwe

ABN *

Number of Employees / Contractors *

Approx Number of Invoices Per Month *0-4041-8081-150150+

CHOOSE YOUR PACKAGE

Select Package

Starter Balance – $550/monthEssential Balance – $950/monthFull Balance – $1,800/monthI’m not sure – please help me choose

Optional Add Ons

Payroll processingCatch-up / clean-up bookkeepingSystem setup or migration (Xero, MYOB, QuickBooks)Debtor follow-up supportCashflow forecastingOther

Other add on you would like

GENERAL INFORMATION

When would you like to Start *

Current Bookkeepoing situation (e.g. “I have Xero but it’s behind”, “All in spreadsheets”, “No system yet”) *

Anything else that is important for us to know

How Did You Hear About Us? *

Word of MouthFriend or Family MemberAllied Health Professional (e.g., OT, Psychologist, Speech Therapist)Support CoordinatorPsychosocial Recovery CoachLocal Area Coordinator (LAC)Community Organisation or Advocacy GroupOnline Search (e.g., Google)Social Media (e.g., Facebook, Instagram)Our WebsiteNetworking Event or Community ExpoPrevious or Current ClientFlyer / BrochureOther

ACKNOWLEDGEMENTS & CONSENT

I understand that this form is an expression of interest and that Books in Balance will contact me to confirm details, pricing and engagement terms. *

I agree to be contacted by Books in Balance to confirm my package, pricing and onboarding details. *

I acknowledge that Books in Balance may request access to my existing bookkeeping system, documents or financial records to complete onboarding and provide accurate setup recommendations. *

I authorise Books in Balance to liaise with my accountant or previous bookkeeper (if applicable) for the purpose of system setup or data transfer. *

I confirm that the information I have provided is true and accurate to the best of my knowledge.

*

I acknowledge that the selected package includes only the services listed, and additional tasks may be billed separately at the standard hourly rate. *

I acknowledge that Books in Balance will securely handle my information in accordance with Australian privacy laws. *

I consent to receiving invoices, statements and communication electronically. *

Sign Here *

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