Because life happens.
Balance makes it work.
Let’s clear the financial fog and help you move in flow.
Balance Consultancy + Co helps founders and business owners untangle their finances and actually understand their numbers.
Empowering you with stress-free bookkeeping and clear financial insights.
Whether you're behind, unsure, or just want a second set of eyes, you're in the right place.
Feeling overwhelmed by disorganized receipts and records?
We’ll catch up on past months, organize your books, and set you up with a system that makes sense (and stays that way).
A judgment-free review of your current books
Catch-up on past months and missing transactions
Clean categorization + account reconciliation
Setup (or reset) of your bookkeeping system
A fresh, organized foundation going forward
Need help keeping your finances up to date month after month?
We provide ongoing support to keep your books clean, your numbers accurate, and your reports easy to understand, so you can make smart moves with less stress.
Monthly transaction categorization + reconciliations
Clear, timely reports you’ll actually understand
Regular check-ins to answer questions or flag issues
Ongoing support to keep your books stress-free
Want to understand what your numbers are actually telling you, without needing a finance degree?
We turn your data into clarity with simple, insightful reports that help you track your growth and make better business decisions — no financial degree required.
Monthly or quarterly reports (you choose the rhythm)
Easy-to-read insights on your business performance
Access anytime through your private client portal
You’re building something powerful.
Let’s make sure your finances are, too.
Not ready to book a call?
Our Free Financial Audit Checklist helps you review your setup, spot red flags, ask better questions, and understand what your numbers are telling you no overwhelm, just clarity.